What hedge funds are most similar to EADS & HEALD WEALTH MANAGEMENT?

The funds with the most similar 13F portfolios to EADS & HEALD WEALTH MANAGEMENT are Nicholson Wealth Group, JLB & ASSOCIATES, INVESCO, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to EADS & HEALD WEALTH

13F Portfolio OverlapQ2 2026EADS & HEALD WEALTH portfolio →

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Most similar hedge funds by 13F overlap

EADS & HEALD WEALTH MANAGEMENT is an institutional investor managing $204M across 148 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EADS & HEALD WEALTH are Nicholson Wealth Group, JLB & ASSOCIATES, INVESCO, with shared positions in $ADI, $GWW, $APH, $AFL, $AMGN, $SHW. The full ranking of 25 similar funds is below.

#1Nicholson Wealth Management Group, LLCPassive

Notable overlap · 8 shared positions

$ADI $GWW $APH $AFL $AMGN $SHW

$170M

111 positions

#2JLB & ASSOCIATES INCPassive

Notable overlap · 8 shared positions

$APH $EXPD $AMGN $ORLY $AXP $SHW

$748M

68 positions

#3INVESCO, LLCActive

Notable overlap · 7 shared positions

$APH $ADI $AFL $AXP $SHW $AMGN

$321M

131 positions

#4CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$APH $GWW $ITW $ORLY $SYK $SHW

$435M

70 positions

#5MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$GWW $APH $AFL $ADI $AMGN $COR

$857M

166 positions

#6Dundas Partners LLPActive

Notable overlap · 6 shared positions

$APH $ADI $GWW $AXP $SYK $TMO

$1.4B

31 positions

#7Destination Wealth ManagementPassive

Notable overlap · 7 shared positions

$ADI $AXP $AFL $SYK $ORLY $TMO

$4.3B

344 positions

#8COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$APH $ITW $SYK $FAST $SHW $CHD

$1.7B

91 positions

#9Long Road Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$EXPD $AFL $ITW $ORLY $SYK $FAST

$271M

80 positions

#10DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$AFL $AMGN $ORLY $HUBB $SYK $SHW

$121M

100 positions

#11Harrington Investments, INCPassive

Notable overlap · 7 shared positions

$EMR $AMGN $ITW $SYK $GWW $CHD

$209M

80 positions

#12ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$APH $AXP $AFL $SYK $CHD $TMO

$2.0B

91 positions

#13Union Heritage Capital, LLCPassive

Some overlap · 6 shared positions

$APH $EXPD $ORLY $AXP $SYK $AMGN

$295M

65 positions

#14JOHNSON INVESTMENT COUNSEL INCActive

Some overlap · 6 shared positions

$APH $ADI $HUBB $COR $ITW $SYK

$13.7B

840 positions

#15ICW Investment Advisors LLCPassive

Some overlap · 7 shared positions

$ORLY $AMGN $COR $APH $FAST $SHW

$286M

144 positions

#16TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 6 shared positions

$GWW $AFL $AMGN $SYK $FAST $SHW

$1.0B

1,024 positions

#17GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 6 shared positions

$GWW $AXP $AFL $AMGN $ITW $EMR

$906M

153 positions

#18Coign Capital Advisors LLCActive

Some overlap · 5 shared positions

$APH $ADI $AXP $ORLY $TMO

$222M

88 positions

#19RENAISSANCE GROUP LLCPassive

Some overlap · 5 shared positions

$APH $GWW $AXP $AMGN $ITW

$2.5B

234 positions

#20BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$ADI $APH $AMGN $ITW $SYK $AFL

$346M

113 positions

#21Curat Global, LLCPassive

Some overlap · 6 shared positions

$APH $ADI $AMGN $AXP $AFL $EMR

$117M

256 positions

#22L. Roy Papp & Associates, LLPPassive

Some overlap · 6 shared positions

$ADI $EXPD $ORLY $SYK $TMO $EMR

$981M

193 positions

#23Midway Capital Research & ManagementActive

Some overlap · 6 shared positions

$APH $ADI $EXPD $SYK $ITW $AXP

$118M

50 positions

#24FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$APH $ADI $ITW $SYK $FAST

$4.6B

93 positions

#25JGP Wealth Management, LLCActive

Some overlap · 5 shared positions

$ADI $GWW $AFL $AMGN $ITW

$1.1B

242 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.