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Hedge Funds Similar to LOWE BROCKENBROUGH

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

LOWE BROCKENBROUGH & CO INC is an institutional investor managing $2.2B across 341 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 LOWE BROCKENBROUGH are BARTLETT & WEALTH, Kennebec Savings Bank, Blue Chip Partners, with shared positions in $ETN, $TJX, $TMO, $DUK, $AMGN, $PEP. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ETN$TJX$TMO$DUK$AMGN$PEP
$8.0B
1,334 positions
#2Kennebec Savings BankPassive
Some overlap · 8 shared positions
$AMP$ETN$PM$BKNG$PNC$PEP
$126M
263 positions
#3Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$ETN$MS$TJX$KLAC$PM$PEP
$1.6B
184 positions
#4CONNORS INVESTOR SERVICES INCPassive
Some overlap · 6 shared positions
$ETN$MS$TJX$DUK$PEP$CB
$1.2B
153 positions
#5Adelphi Trust CoPassive
Some overlap · 7 shared positions
$ETN$BKNG$PNC$AMP$TMO$PEP
$152M
113 positions
#6Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$ETN$MS$DUK$KLAC$PM$AMGN
$1.1B
166 positions
#7New Hampshire TrustPassive
Some overlap · 7 shared positions
$ETN$BKNG$TMO$AMP$PNC$PEP
$532M
171 positions
#8GLOBALT Investments LLC / GAActive
Some overlap · 7 shared positions
$MS$TJX$DUK$AMGN$KLAC$ETN
$3.0B
213 positions
#9Midwest Trust CoActive
Some overlap · 8 shared positions
$ETN$PNC$AMP$PEP$CB$PM
$9.0B
633 positions
#10Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$MS$AMP$TMO$AMGN
$652M
146 positions
#11HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$MS$TJX$KLAC$PM$ELV$PEP
$1.7B
479 positions
#12A4 Wealth Advisors LLCActive
Some overlap · 6 shared positions
$MS$ETN$DUK$TT$AMGN$ELV
$153M
76 positions
#13W.H. Cornerstone Investments Inc.Passive
Some overlap · 7 shared positions
$ETN$TMO$TJX$KLAC$PEP$CB
$177M
141 positions
#14River Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$ETN$TJX$TT$PEP$CB$AMGN
$956M
217 positions
#15COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$ETN$PNC$KLAC$AMGN$TJX$PEP
$427M
162 positions
#16Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$TMO$TJX$DUK$AMGN
$360M
73 positions
#17Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ETN$MS$DUK$PM$AMGN
$856M
89 positions
#18OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$ETN$NSC$PM$AMGN$PEP$CB
$329M
323 positions
#19BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$MS$TJX$ETN$BKNG$AMGN
$2.7B
804 positions
#20Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ETN$TJX$PNC$KLAC$PM
$280M
73 positions
#21Emprise BankActive
Some overlap · 6 shared positions
$ETN$TMO$PNC$PEP$CB$PM
$262M
106 positions
#22Haverford Trust CoActive
Some overlap · 5 shared positions
$ETN$TMO$TJX$PM$PEP
$11.6B
424 positions
#23Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$ETN$PNC$DUK$NSC$AMGN$CB
$739M
344 positions
#24BAILARD, INC.Passive
Some overlap · 7 shared positions
$MS$TJX$KLAC$TT$ETN$CB
$4.9B
746 positions
#25NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$TJX$ETN$BKNG$ELV
$1.5B
191 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.