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

13F Portfolio OverlapQ2 2026Haverford portfolio →

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Most similar hedge funds by 13F overlap

Haverford Trust Co is an institutional investor managing $11.6B across 424 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 are Haverford Financial Services, Banco de Sabadell, S.A, First Fiduciary Investment Counsel, with shared positions in $BLK, $TJX, $ETN, $NEE, $PEP, $LOW. The full ranking of 25 similar funds is below.

#1Haverford Financial Services, Inc.Active

Substantial overlap · 18 shared positions

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

$339M

49 positions

#2Banco de Sabadell, S.APassive

Notable overlap · 12 shared positions

$ETN $NEE $BLK $TJX $TMO $APD

$170M

61 positions

#3First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 10 shared positions

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

$529M

75 positions

#4BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 10 shared positions

$BLK $LOW $TJX $PEP $APD $TXN

$346M

113 positions

#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TJX $BLK $NEE $PEP $SPGI $TMO

$499M

73 positions

#6PIONEER TRUST BANK N A/ORPassive

Notable overlap · 10 shared positions

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

$441M

87 positions

#7Walsky Investment Management, Inc.Passive

Notable overlap · 10 shared positions

$ETN $SPGI $LOW $HONA $PEP $HON

$108M

52 positions

#8ROCKLAND TRUST COPassive

Notable overlap · 9 shared positions

$TJX $PEP $NEE $BLK $TMO $SPGI

$2.5B

317 positions

#9WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 9 shared positions

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

$1.3B

73 positions

#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

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

$8.0B

1,334 positions

#11Signet Investment Advisory Group, Inc.Passive

Notable overlap · 10 shared positions

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

$227M

73 positions

#12Brentview Investment Management LLCActive

Notable overlap · 8 shared positions

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

$253M

63 positions

#13ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 9 shared positions

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

$1.3B

109 positions

#14Argo Wealth Advisory, LLCActive

Notable overlap · 8 shared positions

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

$181M

50 positions

#15Blue Chip Partners, LLCActive

Notable overlap · 8 shared positions

$TJX $ETN $BLK $NEE $PEP $ASML

$1.6B

184 positions

#16CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

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

$767M

184 positions

#17HOWE & RUSLING INCPassive

Notable overlap · 9 shared positions

$NEE $TJX $PEP $HON $HONA $SYK

$1.7B

479 positions

#18Osprey Private Wealth LLCPassive

Notable overlap · 7 shared positions

$TJX $BLK $PEP $TMO $SYK $MCD

$387M

88 positions

#19ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 10 shared positions

$PEP $TJX $TXN $TMO $SYK $HON

$1.9B

88 positions

#20Unisphere EstablishmentActive

Notable overlap · 6 shared positions

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

$11.7B

56 positions

#21RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 8 shared positions

$TJX $NEE $BLK $PEP $SYK $MCD

$794M

188 positions

#22BOSTON FAMILY OFFICE LLCPassive

Notable overlap · 9 shared positions

$NEE $SPGI $TMO $ETN $APD $SYK

$1.6B

314 positions

#23Suncoast Equity ManagementActive

Notable overlap · 7 shared positions

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

$798M

63 positions

#24Financial & Tax Architects, LLCPassive

Notable overlap · 7 shared positions

$NEE $PEP $LOW $SPGI $MCD $ASML

$474M

110 positions

#25Two Point Capital Management, Inc.Active

Notable overlap · 8 shared positions

$ETN $TMO $HONA $HON $APD $SYK

$248M

30 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.