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Hedge Funds Similar to FRANKLIN RESOURCES

13F Portfolio OverlapQ2 2026FRANKLIN RESOURCES portfolio →
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Most similar hedge funds by 13F overlap

FRANKLIN RESOURCES INC is an institutional investor managing $461.9B across 3,192 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 RESOURCES are Athena Wealth, Oliver Luxxe Assets, BRIAN LOW FINANCIAL GROUP, with shared positions in $C, $NEE, $TMO, $PM, $SCHW, $AZN. The full ranking of 25 similar funds is below.

#1Athena Wealth Management, LLCActive
Some overlap · 10 shared positions
$C$NEE$TMO$PM$SCHW$AZN
$134M
104 positions
#2Oliver Luxxe Assets LLCPassive
Some overlap · 6 shared positions
$C$PM$SCHW$AZN$COF$FCX
$680M
199 positions
#3BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$C$NEE$PM$AZN$FCX
$171M
116 positions
#4SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$C$NEE$PM$AZN$FCX
$145M
43 positions
#5Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$C$NEE$PM$AZN$FCX
$1.6B
1,462 positions
#6SHIKIAR ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$C$NEE$COF$LIN$FCX
$396M
113 positions
#7THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$C$SCHW$AZN$LIN$FCX
$10.5B
139 positions
#8MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$C$NEE$PM$AZN
$491M
120 positions
#9VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 4 shared positions
$C$NEE$PM$AZN
$5.0B
245 positions
#10Evelyn Partners Investment Management LLP
Some overlap · 5 shared positions
$NEE$TMO$AZN$LIN$FCX
$3.7B
410 positions
#11Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 4 shared positions
$C$NEE$TMO$PM
$360M
69 positions
#12Busey Wealth ManagementActive
Some overlap · 5 shared positions
$C$PM$SCHW$COF$LIN
$4.1B
388 positions
#13POWER WEALTH MANAGEMENT LLCActive
Some overlap · 4 shared positions
$C$NEE$SCHW$COF
$291M
118 positions
#14Parkside Investments, LLCActive
Some overlap · 4 shared positions
$C$NEE$TMO$FCX
$902M
91 positions
#15Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$C$TMO$PM$SCHW
$222M
88 positions
#16FARMERS TRUST CO
Some overlap · 4 shared positions
$C$NEE$PM$FCX
$637M
203 positions
#17Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$C$NEE$TMO$FCX
$214M
122 positions
#18GROUPAMA ASSET MANAGMENTActive
Some overlap · 4 shared positions
$NEE$C$TMO$AZN
$7.9B
408 positions
#19DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 4 shared positions
$C$PM$SCHW$AZN
$2.4B
123 positions
#20RICHARDSON FINANCIAL SERVICES INC.Passive
Some overlap · 5 shared positions
$TMO$C$NEE$PM$LIN
$176M
607 positions
#21UNIVEST FINANCIAL CorpPassive
Some overlap · 4 shared positions
$NEE$TMO$PM$SCHW
$2.0B
275 positions
#22United Asset Strategies, Inc.Passive
Some overlap · 4 shared positions
$TMO$C$PM$SCHW
$1.4B
259 positions
#23Chesley Taft & Associates LLCActive
Some overlap · 4 shared positions
$C$TMO$AZN$COF
$2.6B
369 positions
#24Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$C$SCHW$TMO$NEE
$1.5B
188 positions
#25FIRST NATIONAL BANK OF OMAHAPassive
Some overlap · 4 shared positions
$NEE$C$PM$TMO
$3.5B
505 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.