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Hedge Funds Similar to HighRoad Wealth Advisors

13F Portfolio OverlapQ3 2026HighRoad Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

HighRoad Wealth Advisors, LLC is an institutional investor managing $120M across 39 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HighRoad Wealth Advisors are WEYBOSSET RESEARCH, Eukles Asset, Sierra Legacy Group, with shared positions in $CMI, $TJX, $CB, $SHW, $LMT, $PATK. The full ranking of 25 similar funds is below.

#1WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$CMI$TJX$CB
$347M
32 positions
#2Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$CMI$TJX$SHW
$242M
228 positions
#3Sierra Legacy GroupPassive
Some overlap · 3 shared positions
$CMI$TJX$LMT
$129M
79 positions
#4Delta Accumulation, LLCActive
Some overlap · 3 shared positions
$CMI$TJX$LMT
$2.5B
156 positions
#5WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$CMI$TJX$LMT
$1.3B
73 positions
#6Invera Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$CMI$CB
$186M
132 positions
#7Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$SHW$LMT$CB
$455M
118 positions
#8Core Alternative CapitalPassive
Some overlap · 4 shared positions
$TJX$SHW$LMT$CB
$334M
201 positions
#9BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$CMI$TJX$CB
$1.8B
356 positions
#10DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$TJX$CMI$CB
$425M
151 positions
#11FINANCIAL CONSULATE, INCActive
Some overlap · 3 shared positions
$PATK$LMT$TJX
$899M
1,896 positions
#12Stillwater Wealth Management Group
Some overlap · 3 shared positions
$TJX$LMT$CB
$187M
70 positions
#13Tufton Capital ManagementPassive
Some overlap · 3 shared positions
$TJX$LMT$CB
$583M
131 positions
#14DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$CMI$SHW$LMT$CB
$121M
100 positions
#15Northwest Bancshares, Inc.Active
Some overlap · 3 shared positions
$CMI$LMT$CB
$555M
175 positions
#16Bath Savings Trust CoActive
Some overlap · 3 shared positions
$TJX$SHW$LMT
$966M
178 positions
#17Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$CMI$SHW$CB
$216M
101 positions
#18Nvest Financial, LLCPassive
Some overlap · 3 shared positions
$TJX$SHW$LMT
$316M
150 positions
#19Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$CMI$LMT$CB
$371M
142 positions
#20Orca Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CMI$CB$LMT
$168M
84 positions
#21Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$CMI$CB$LMT
$122M
92 positions
#22WealthShield Partners, LLCPassive
Some overlap · 3 shared positions
$TJX$CMI$CB
$654M
379 positions
#23ICW Investment Advisors LLCPassive
Some overlap · 3 shared positions
$TJX$SHW$LMT
$286M
144 positions
#24Ipswich Investment Management Co., Inc.Passive
Some overlap · 3 shared positions
$TJX$CB$CMI
$468M
186 positions
#25Grey Ledge Advisors, LLCPassive
Some overlap · 3 shared positions
$CMI$TJX$LMT
$498M
248 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.