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Hedge Funds Similar to Eldridge Investment Advisors

13F Portfolio OverlapQ2 2026Eldridge Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Eldridge Investment Advisors, Inc. is an institutional investor managing $505M across 163 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 Eldridge Investment Advisors are Maltin Wealth, Thayer Partners, / MA, Seed Wealth, with shared positions in $BTT, $MDY, $UPS, $EFT, $MCK, $MCD. The full ranking of 25 similar funds is below.

#1Maltin Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$BTT$MDY$UPS
$299M
146 positions
#2Thayer Partners, LLC / MAActive
Some overlap · 3 shared positions
$EFT$UPS$MCK
$242M
100 positions
#3Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$BTT$MCD$MCK
$158M
100 positions
#4SENTINEL TRUST CO LBASmart money
Some overlap · 4 shared positions
$BTT$MCD$GLDM$MDY
$1.1B
136 positions
#5Henderson Brothers Financial Partners, LLCActive
Some overlap · 5 shared positions
$MDY$MCK$WM$GLDM$NEE
$211M
77 positions
#6Mechanics Bank Trust DepartmentPassive
Some overlap · 4 shared positions
$MDY$MCD$MCK$ABT
$808M
211 positions
#7ADIRONDACK TRUST COPassive
Some overlap · 4 shared positions
$MDY$MCD$WM$NEE
$336M
558 positions
#8InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$MCD$MCK$WM$GLDM$NEE
$202M
110 positions
#9BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MCD$UPS$ABT$NEE$TMO
$453M
121 positions
#10COMMERCE BANKActive
Some overlap · 6 shared positions
$UPS$MCD$MCK$NEE$MDY$TMO
$22.8B
1,332 positions
#11OxenFree Capital LLCActive
Some overlap · 4 shared positions
$MDY$MCK$GLDM$NEE
$218M
56 positions
#12DAVIDSON TRUST COPassive
Some overlap · 4 shared positions
$MDY$ABT$MCD$NEE
$256M
190 positions
#13PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MDY$MCK$MCD$TMO
$501M
165 positions
#14Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MCD$MCK$ABT$WM
$297M
103 positions
#15Center for Financial Planning, Inc.Smart money
Some overlap · 5 shared positions
$MCK$ABT$MCD$NEE$TMO
$1.1B
666 positions
#16Roof Eidam Maycock Peralta, LLCActive
Some overlap · 5 shared positions
$MCK$ABT$WM$WPC$MDY
$508M
127 positions
#17ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MCK$UPS$WM$BUD$TMO
$807M
209 positions
#18ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$ABT
$248M
96 positions
#19Haverford Trust CoActive
Some overlap · 5 shared positions
$MCK$MCD$WM$NEE$TMO
$11.6B
424 positions
#20IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MCD$UPS$ABT$WM
$332M
190 positions
#21Ally Financial Inc.Active
Some overlap · 5 shared positions
$UPS$ABT$MCD$BUD$TMO
$775M
131 positions
#22LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$MCD$UPS$ABT$NEE
$573M
129 positions
#23MassMutual Private Wealth & Trust, FSBPassive
Some overlap · 4 shared positions
$MDY$MCD$NEE$TMO
$3.9B
2,444 positions
#24NBT BANK N A /NYPassive
Some overlap · 4 shared positions
$MCD$MDY$ABT$NEE
$1.5B
1,069 positions
#25STAR Financial BankActive
Some overlap · 3 shared positions
$MDY$MCD$WM
$245M
109 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.