13F Pro

Hedge Funds Similar to Hilton

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

Hilton Capital Management, LLC is an institutional investor managing $1.5B across 135 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 Hilton are ZEVIN ASSET, Somerset, United Bank, with shared positions in $PLD, $AZN, $ADI, $TJX, $EMR, $UL. The full ranking of 25 similar funds is below.

#1ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PLD$AZN$ADI$TJX$EMR$UL
$713M
97 positions
#2Somerset Trust CoPassive
Some overlap · 6 shared positions
$ADI$MCD$GD$DY$EMR$AMGN
$354M
186 positions
#3United BankPassive
Some overlap · 6 shared positions
$ADI$TJX$GD$MCD$TFC$EMR
$329M
122 positions
#4SANDLER CAPITAL MANAGEMENTPassive
Some overlap · 5 shared positions
$PLD$DGX$TDY$ADI$CLH
$201M
126 positions
#5M.D. Sass, LLCActive
Some overlap · 5 shared positions
$DGX$ADI$FLS$CLH$WMB
$1.5B
39 positions
#6PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 5 shared positions
$AZN$ADI$TJX$GD$TFC
$836M
93 positions
#7Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$ADI$PLD$MCD$GD$AMGN
$170M
111 positions
#8BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$ADI$TJX$MCD$GD$AMGN
$346M
113 positions
#9Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ADI$TJX$MCD$NVT$AMGN
$170M
61 positions
#10Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PLD$TJX$MCD$AMGN$TFC
$334M
127 positions
#11Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$TJX$ADI$MCD$GD$EMR
$113M
58 positions
#12JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$ADI$TJX$NVT$MCD$WMB
$13.7B
840 positions
#13Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$ADI$MCD$GD$EMR$AMGN
$1.3B
275 positions
#14Running Oak Capital LLCPassive
Some overlap · 5 shared positions
$TJX$RSG$GD$TDY$NVT
$587M
59 positions
#15Susquehanna Portfolio Strategies, LLCPassive
Some overlap · 6 shared positions
$PLD$TJX$AMGN$WMB$WST$MCD
$6.3B
833 positions
#16PAYDEN & RYGELPassive
Some overlap · 4 shared positions
$DGX$ADI$PLD$TJX
$1.3B
131 positions
#17GHP Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$MKSI$TJX$ADI$TDY$EMR
$2.7B
1,394 positions
#18BKM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ADI$GD$EMR$MCD$AMGN
$282M
148 positions
#19CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$PLD$ADI$TJX$MCD
$5.2B
56 positions
#20Rithm Capital Corp.Active
Some overlap · 5 shared positions
$DY$RSG$NVT$EMR$CLH
$81M
38 positions
#21FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$PLD$AZN$TJX$NVT
$118M
56 positions
#22ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 5 shared positions
$CFR$MCD$AMGN$TFC$EMR
$549M
195 positions
#23Phillips Wealth Planners LLCPassive
Some overlap · 5 shared positions
$TJX$MCD$AZN$AMGN$WMB
$136M
217 positions
#24Strategic Wealth Partners, Ltd.Passive
Some overlap · 4 shared positions
$PLD$AZN$TJX$EMR
$1.6B
1,462 positions
#25BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$PLD$AZN$TJX$EMR
$171M
116 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.