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Hedge Funds Similar to HORAN Wealth

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

HORAN Wealth, LLC is an institutional investor managing $1.2B across 217 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 HORAN Wealth are Stokes Advisors, BARTLETT & WEALTH, Banco de Sabadell, S.A, with shared positions in $WMB, $TJX, $NOC, $TT, $NEE, $ABT. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$WMB$TJX$NOC$TT$NEE$ABT
$467M
118 positions
#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$TJX$ASML$TMO$AMGN$NEE$ITW
$8.0B
1,334 positions
#3Banco de Sabadell, S.APassive
Notable overlap · 7 shared positions
$ASML$TJX$TMO$AMGN$NEE$USB
$170M
61 positions
#4Front Row Advisors LLCPassive
Notable overlap · 7 shared positions
$ASML$TJX$AMGN$TMO$SFM$TT
$345M
576 positions
#5Sandro Wealth Management LLCPassive
Notable overlap · 6 shared positions
$ASML$TT$TMO$TJX$NEE$NOC
$138M
103 positions
#6Harrington Investments, INCPassive
Notable overlap · 5 shared positions
$TJX$ASML$TMO$ITW$AMGN
$206M
82 positions
#7Saturna Capital CORPActive
Notable overlap · 6 shared positions
$TJX$ASML$TT$ITW$APD$ABT
$8.2B
140 positions
#8TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$TJX$WMB$AMGN$NOC$USB$ABT
$1.3B
226 positions
#9LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$PAYX$TT$AMGN$ITW$NOC$ABT
$273M
104 positions
#10Junto Capital Management LPActive
Some overlap · 4 shared positions
$TJX$TT$CFG$WMB
$5.7B
81 positions
#11Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$TJX$ASML$TMO$NEE$ABT
$2.3B
275 positions
#12JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$WMB$ASML$TJX$ITW$ABT
$13.7B
840 positions
#13VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WMB$GPC$SHEL$NEE$VZ
$1.1B
146 positions
#14Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PAYX$ASML$AMGN$USB$ABT
$856M
89 positions
#15FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$ASML$NOC$AMGN$NEE$ABT$APD
$1.3B
393 positions
#16BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 5 shared positions
$PAYX$ITW$AMGN$VZ$APD
$235M
33 positions
#17Tandem Investment Partners LLCPassive
Some overlap · 6 shared positions
$TMO$TJX$AMGN$NEE$ITW$VZ
$130M
76 positions
#18Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$WMB$TMO$AMGN$USB$APD
$138M
133 positions
#19ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 5 shared positions
$ASML$TMO$TT$ITW$APD
$584M
366 positions
#20Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$TJX$TT$TMO$NEE
$508M
84 positions
#21Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$ASML$TJX$TMO$VZ$ABT
$4.3B
344 positions
#22Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 7 shared positions
$TMO$TJX$NEE$USB$ABT$APD
$449M
45 positions
#23Somerset Trust CoPassive
Some overlap · 6 shared positions
$ITW$AMGN$PAYX$NEE$ABT$APD
$354M
186 positions
#24Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$ITW$ASML$TMO$ABT$APD
$562M
84 positions
#25Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$TJX$NEE$VZ$ABT
$116M
240 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.