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 HOWE & RUSLING

13F Portfolio OverlapQ2 2026HOWE & RUSLING portfolio →

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Most similar hedge funds by 13F overlap

HOWE & RUSLING INC is an institutional investor managing $1.7B across 479 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 HOWE & RUSLING are Blue Chip Partners, BRIGHT ROCK, Stokes Advisors, with shared positions in $TJX, $MS, $KLAC, $CRWD, $PM, $NEE. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive

Notable overlap · 10 shared positions

$TJX $MS $KLAC $CRWD $PM $NEE

$1.6B

184 positions

#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$NEE $TJX $ELV $ICE $MS $UNP

$499M

73 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$NEE $TJX $MS $UNP $PEP $SYK

$467M

118 positions

#4Haverford Trust CoActive

Notable overlap · 9 shared positions

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

$11.6B

424 positions

#5RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 8 shared positions

$NEE $TJX $CRWD $PEP $MCD $APH

$794M

188 positions

#6ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 9 shared positions

$TJX $PEP $SYK $MCD $ASML $APH

$1.9B

88 positions

#7NIXON PEABODY TRUST COActive

Notable overlap · 8 shared positions

$TJX $MS $SYK $ASML $ICE $NEE

$1.4B

177 positions

#8WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 8 shared positions

$NEE $TJX $SYK $MCD $PEP $APH

$947M

155 positions

#9HENDLEY & CO INCActive

Notable overlap · 8 shared positions

$PM $UNP $TJX $PEP $SYK $HON

$283M

47 positions

#10Brentview Investment Management LLCActive

Notable overlap · 6 shared positions

$NEE $TJX $MS $PM $UNP $PEP

$253M

63 positions

#11Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$NEE $TJX $UNP $MCD $ASML $SYK

$170M

61 positions

#12CAPE COD FIVE CENTS SAVINGS BANKPassive

Notable overlap · 8 shared positions

$NEE $TJX $UNP $SYK $MCD $PEP

$1.2B

203 positions

#13ROCKLAND TRUST COPassive

Notable overlap · 7 shared positions

$TJX $NEE $ELV $UNP $PEP $ICE

$2.5B

317 positions

#14Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$NEE $TJX $SYK $APH $MCD $CASY

$965M

177 positions

#15CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$ELV $ICE $UNP $PEP $HON $HONA

$2.3B

150 positions

#16AMICA MUTUAL INSURANCE COActive

Notable overlap · 8 shared positions

$KLAC $PM $UNP $APH $CCK $MCD

$1.2B

142 positions

#17PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 7 shared positions

$TJX $ELV $PEP $SYK $ASML $APH

$836M

93 positions

#18SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$NEE $UNP $PEP $SYK $MCD $ICE

$643M

215 positions

#19Union Heritage Capital, LLCPassive

Notable overlap · 7 shared positions

$MS $KLAC $PEP $SYK $CASY $APH

$295M

65 positions

#20Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$TJX $MS $CRWD $MCD $KLAC $HON

$297M

103 positions

#21Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

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

$339M

49 positions

#22HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$NEE $TJX $UNP $PEP $MCD $HON

$321M

107 positions

#23Chesapeake Wealth ManagementPassive

Notable overlap · 7 shared positions

$MS $NEE $KLAC $MCD $TJX $UNP

$357M

168 positions

#24Smith, Salley & AssociatesPassive

Notable overlap · 7 shared positions

$TJX $NEE $ASML $APH $CASY $UNP

$2.3B

275 positions

#25WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$NEE $ICE $HON $HONA $SYK $ASML

$2.1B

131 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.