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 Focus Partners Wealth

13F Portfolio OverlapQ2 2026Focus Partners Wealth portfolio →

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Most similar hedge funds by 13F overlap

Focus Partners Wealth is an institutional investor managing $97.6B across 2,759 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 Focus Partners Wealth are Haverford, TOWER BRIDGE ADVISORS, BRIDGES INVESTMENT, with shared positions in $TMO, $PM, $PEP, $LOW, $SPGI, $AON. The full ranking of 25 similar funds is below.

#1Haverford Trust CoActive

Some overlap · 6 shared positions

$TMO $PM $PEP $LOW $SPGI $AON

$11.6B

424 positions

#2TOWER BRIDGE ADVISORSPassive

Some overlap · 6 shared positions

$TMO $ICE $PEP $LOW $AON $SCHW

$1.1B

222 positions

#3BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$TMO $KLAC $ICE $LOW $SPGI

$8.2B

401 positions

#4NICHOLAS COMPANY, INC.Active

Some overlap · 5 shared positions

$TMO $KLAC $ICE $SPGI $AON

$5.5B

195 positions

#5Mitsubishi UFJ Asset Management (UK) Ltd.Passive

Some overlap · 5 shared positions

$TMO $KLAC $AON $GLW $SCHW

$215M

95 positions

#6Phraction Management LLCActive

Some overlap · 5 shared positions

$TMO $ICE $PM $SPGI $PEP

$596M

66 positions

#7Dash Acquisitions Inc.Active

Some overlap · 5 shared positions

$TMO $ICE $PM $SPGI $AON

$494M

72 positions

#8BOK Financial Private Wealth, Inc.Active

Some overlap · 5 shared positions

$TMO $KEYS $ICE $PEP $LOW

$1.9B

792 positions

#9FLOSSBACH VON STORCH SEActive

Slight overlap · 5 shared positions

$TMO $ICE $PEP $SPGI $SCHW

$22.1B

106 positions

#10ROCKLAND TRUST COPassive

Slight overlap · 5 shared positions

$TMO $ICE $PEP $SPGI $SCHW

$2.5B

317 positions

#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$TMO $ICE $PEP $SPGI $SCHW

$499M

73 positions

#12Findlay Park Partners LLPActive

Slight overlap · 5 shared positions

$KLAC $KEYS $ICE $SPGI $SCHW

$7.4B

49 positions

#13Haverford Financial Services, Inc.Active

Slight overlap · 5 shared positions

$TMO $PEP $LOW $SPGI $AON

$339M

49 positions

#14Campbell Deegan Wealth Management, LLCSmart money

Slight overlap · 5 shared positions

$TMO $ICE $PM $LOW $PEP

$141M

56 positions

#15MOTCOPassive

Slight overlap · 5 shared positions

$TMO $LOW $AON $GLW $SCHW

$1.2B

840 positions

#16LOWE BROCKENBROUGH & CO INCActive

Slight overlap · 4 shared positions

$TMO $KLAC $PM $PEP

$2.2B

341 positions

#17PineStone Asset Management Inc.Active

Slight overlap · 5 shared positions

$KLAC $PEP $LOW $SPGI $AON

$16.2B

44 positions

#18Boomfish Wealth Group, LLCPassive

Slight overlap · 4 shared positions

$TMO $KLAC $ICE $LOW

$220M

95 positions

#19Lafayette Investments, Inc.Active

Slight overlap · 5 shared positions

$KLAC $PEP $LOW $GLW $SCHW

$542M

162 positions

#20Ironwood Investment Counsel, LLCPassive

Slight overlap · 5 shared positions

$KLAC $PEP $LOW $GLW $SCHW

$762M

267 positions

#21PARNASSUS INVESTMENTS, LLCActive

Slight overlap · 4 shared positions

$TMO $KLAC $ICE $SPGI

$37.4B

135 positions

#22Leelyn Smith, LLCActive

Slight overlap · 4 shared positions

$TMO $KLAC $ICE $SCHW

$822M

157 positions

#23LAZARD ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$TMO $KLAC $ICE $AON

$66.1B

1,935 positions

#24DOVER ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$TMO $KLAC $PEP $LOW

$244M

153 positions

#25W.H. Cornerstone Investments Inc.Passive

Slight overlap · 4 shared positions

$TMO $KLAC $PEP $LOW

$177M

141 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.