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Hedge Funds Similar to Howard Group

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

Howard Capital Management Group, LLC is an institutional investor managing $1.6B across 150 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 Howard Group are BOSTON FAMILY OFFICE, Guinness Atkinson Asset, Raub Brock, with shared positions in $ROK, $IQV, $TMO, $PH, $ATR, $TJX. The full ranking of 25 similar funds is below.

#1BOSTON FAMILY OFFICE LLCPassive
Notable overlap · 7 shared positions
$ROK$IQV$TMO$PH$ATR$TJX
$1.6B
314 positions
#2Guinness Atkinson Asset Management IncPassive
Notable overlap · 5 shared positions
$AME$TMO$ICE$CRM$QCOM
$223M
107 positions
#3Raub Brock Capital Management LPActive
Notable overlap · 4 shared positions
$AME$PH$TJX$TMO
$363M
45 positions
#4Ayrshire Capital Management LLCPassive
Notable overlap · 5 shared positions
$AME$TJX$ICE$BX$PM
$214M
50 positions
#5CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$AME$PH$TMO$TJX
$456M
67 positions
#6Candelo Capital Management LPActive
Some overlap · 3 shared positions
$AME$PH$TMO
$162M
34 positions
#7Port Capital LLCActive
Some overlap · 4 shared positions
$AME$PH$ICE$AXP
$2.5B
108 positions
#8Saranac Partners LtdPassive
Some overlap · 3 shared positions
$AME$TJX$ICE
$343M
117 positions
#9COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 6 shared positions
$PH$TJX$CRM$TMO$ICE$IQV
$1.9B
144 positions
#10James Hambro & Partners LLPActive
Some overlap · 4 shared positions
$AME$TMO$ICE$TJX
$2.8B
68 positions
#11LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$TJX$TMO$PH$PM$QCOM
$10.3B
565 positions
#12GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$TJX$BX$TMO
$92M
35 positions
#13Veritas Asset Management LLPActive
Some overlap · 5 shared positions
$VMC$TMO$ICE$PM$CRM
$5.6B
21 positions
#14Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$TJX$AME$PH$TMO
$129M
79 positions
#15FLOSSBACH VON STORCH SEActive
Some overlap · 3 shared positions
$AME$TMO$ICE
$22.1B
106 positions
#16Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 3 shared positions
$AME$TMO$ICE
$3.1B
144 positions
#17Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$TJX$ROK$ATR$AXP$AMGN
$231M
67 positions
#18Mandatum Life Insurance Co LtdSmart money
Some overlap · 4 shared positions
$TJX$ROK$CRM$QCOM
$540M
90 positions
#19MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$TMO$IQV$CRM$ICE
$446M
84 positions
#20Dundas Partners LLPActive
Some overlap · 4 shared positions
$AME$TMO$CRM$AXP
$1.4B
31 positions
#21Broderick Brian CActive
Some overlap · 4 shared positions
$TJX$ROK$ATR$AXP
$646M
95 positions
#22PUZO MICHAEL JPassive
Some overlap · 4 shared positions
$TJX$ROK$ATR$AXP
$388M
66 positions
#23Kidder Stephen WActive
Some overlap · 4 shared positions
$TJX$ROK$ATR$AXP
$396M
75 positions
#24Dempze Nancy EPassive
Some overlap · 4 shared positions
$TJX$ROK$ATR$AXP
$209M
91 positions
#25Elefante Mark BActive
Some overlap · 4 shared positions
$TJX$ROK$ATR$AXP
$232M
60 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.