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 Franklin, Parlapiano, Turner & Welch

13F Portfolio OverlapQ2 2026Franklin, Parlapiano, Turner & Welch portfolio →

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Most similar hedge funds by 13F overlap

Franklin, Parlapiano, Turner & Welch, LLC is an institutional investor managing $442M across 55 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 Franklin, Parlapiano, Turner & Welch are Coleford Investment Ltd., Troy Asset Ltd, St. James Investment Company, with shared positions in $NVS, $CNI, $PEP, $ACN, $HUBB, $MDT. The full ranking of 25 similar funds is below.

#1Coleford Investment Management Ltd.Active

Notable overlap · 4 shared positions

$NVS $CNI $PEP $ACN

$459M

23 positions

#2Troy Asset Management LtdActive

Notable overlap · 3 shared positions

$HUBB $CNI $PEP

$3.6B

29 positions

#3St. James Investment Company, LLCActive

Notable overlap · 3 shared positions

$HUBB $MDT $APD

$630M

24 positions

#4RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$PEP $ACN $PSX $APD $MDT

$2.4B

181 positions

#5Sterling Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$HUBB $PEP $PSX $MRSH $CL $MCD

$402M

116 positions

#6L. Roy Papp & Associates, LLPPassive

Notable overlap · 6 shared positions

$EXPD $SYK $CNI $ACN $PEP $MCD

$951M

193 positions

#7Tandem Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$SYK $EXPD $PEP $WEC $MCD

$1.5B

68 positions

#8Monte Financial Group, LLCPassive

Notable overlap · 5 shared positions

$MDT $NVS $ACN $APD $MRSH

$312M

102 positions

#9UNITED BANKActive

Notable overlap · 5 shared positions

$HUBB $APD $PEP $SYK $MCD

$853M

130 positions

#10Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$PEP $WEC $ACN $CNI $PSX $MDT

$1.5B

138 positions

#11SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$MDT $COP $APD $PSX

$606M

79 positions

#12LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$SYK $PEP $ACN $CNI $CL $MCD

$273M

104 positions

#13TORRAY LLCActive

Notable overlap · 4 shared positions

$PEP $ACN $MRSH $PSX

$741M

91 positions

#14Long Road Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$SYK $EXPD $APD $PEP

$271M

80 positions

#15Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$PEP $NVS $PSX $ACN

$465M

29 positions

#16Two Point Capital Management, Inc.Active

Notable overlap · 4 shared positions

$APD $SYK $MDT $ACN

$248M

30 positions

#17DB Fitzpatrick & Co, IncActive

Notable overlap · 3 shared positions

$SYK $APD $HUBB

$124M

100 positions

#18Rempart Asset Management Inc.Active

Notable overlap · 3 shared positions

$CNI $SYK $CL

$488M

36 positions

#19ALLEN WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$PSA $PEP $MDT $NVS

$205M

60 positions

#20JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$SYK $MRSH $PEP $CL $ACN $MCD

$4.1B

83 positions

#21OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$PEP $APD $PSX $MCD

$183M

31 positions

#22WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$NVS $HLI $PSA $ACN

$396M

142 positions

#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$WEC $PEP $MDT $MCD

$233M

122 positions

#24Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$PSX $SYK $COP $PEP $MDT

$1.3B

54 positions

#25Focused Investors LLCActive

Notable overlap · 4 shared positions

$PEP $MRSH $ACN $MCD

$3.0B

23 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.