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 Haverford Financial Services

13F Portfolio OverlapQ2 2026Haverford Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Haverford Financial Services, Inc. is an institutional investor managing $339M across 49 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 Haverford Financial Services are Haverford, First Fiduciary Investment Counsel, BRIGHT ROCK, with shared positions in $BLK, $TJX, $ETN, $NEE, $PEP, $LOW. The full ranking of 25 similar funds is below.

#1Haverford Trust CoActive

Substantial overlap · 18 shared positions

$BLK $TJX $ETN $NEE $PEP $LOW

$11.6B

424 positions

#2First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$BLK $NEE $TXN $LOW $HON $HONA

$529M

75 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$TXN $TJX $BLK $NEE $SPGI $PEP

$499M

73 positions

#4Banco de Sabadell, S.APassive

Notable overlap · 9 shared positions

$ETN $NEE $BLK $TJX $TXN $SYK

$170M

61 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$BLK $TXN $LOW $TJX $PEP $SYK

$346M

113 positions

#6Argo Wealth Advisory, LLCActive

Notable overlap · 8 shared positions

$NEE $MCK $LOW $PEP $HON $HONA

$181M

50 positions

#7Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$NEE $PEP $ACN $HON $HONA $ETN

$227M

73 positions

#8Brentview Investment Management LLCActive

Notable overlap · 8 shared positions

$NEE $TJX $LOW $MCK $BLK $PEP

$253M

63 positions

#9ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 8 shared positions

$ETN $TXN $TJX $SPGI $SYK $TMO

$1.3B

109 positions

#10Guinness Asset Management LTDActive

Notable overlap · 6 shared positions

$ETN $BLK $TXN $PEP $MDT $TMO

$5.9B

141 positions

#11Raub Brock Capital Management LPActive

Notable overlap · 7 shared positions

$ETN $TJX $TXN $MCK $MSI $TMO

$363M

45 positions

#12Two Point Capital Management, Inc.Active

Notable overlap · 8 shared positions

$ETN $HON $HONA $ACN $SYK $TMO

$248M

30 positions

#13ROCKLAND TRUST COPassive

Notable overlap · 9 shared positions

$PEP $TXN $TJX $NEE $BLK $SPGI

$2.5B

317 positions

#14Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$TXN $ETN $SPGI $LOW $HON $HONA

$108M

52 positions

#15Unisphere EstablishmentActive

Notable overlap · 7 shared positions

$BLK $HONA $HON $SPGI $TJX $TMO

$11.7B

56 positions

#16DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 6 shared positions

$ETN $LOW $HON $HONA $SPGI $ACN

$1.2B

599 positions

#17WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 9 shared positions

$NEE $BLK $TJX $PEP $ACN $TMO

$1.3B

73 positions

#18PIONEER TRUST BANK N A/ORPassive

Notable overlap · 9 shared positions

$BLK $NEE $PEP $TJX $LOW $ACN

$441M

87 positions

#19CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ETN $TXN $LOW $PEP $MSI $SYK

$1.3B

99 positions

#20AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$TJX $ETN $NEE $TXN $TMO

$1.6B

118 positions

#21WestEnd Advisors, LLCActive

Notable overlap · 6 shared positions

$TJX $TXN $PEP $SPGI $TMO $MDT

$4.5B

408 positions

#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$TJX $ETN $LOW $NEE $PEP $TMO

$8.0B

1,334 positions

#23Suncoast Equity ManagementActive

Notable overlap · 6 shared positions

$ETN $TJX $MCK $SPGI $AON $SYK

$798M

63 positions

#24CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$TJX $NEE $TXN $PEP $SPGI $TMO

$767M

184 positions

#25Rock Point Advisors, LLCPassive

Notable overlap · 5 shared positions

$TJX $NEE $TXN $ACN $SYK

$409M

123 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.