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 Maple

13F Portfolio OverlapQ2 2026Maple portfolio →

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Most similar hedge funds by 13F overlap

Maple Capital Management, Inc. is an institutional investor managing $1.7B across 130 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 Maple are Walsky Investment, Haverford Financial Services, BRIGHT ROCK, with shared positions in $TXN, $APD, $HON, $SPGI, $HONA, $CL. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$TXN $APD $HON $SPGI $HONA $CL

$108M

52 positions

#2Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$TXN $TJX $ACN $HON $SPGI $HONA

$339M

49 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TXN $TJX $MS $ACN $SPGI $CL

$529M

72 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$TXN $TJX $MS $AXP $ABT

$455M

118 positions

#5ROCKLAND TRUST COPassive

Notable overlap · 8 shared positions

$TXN $TJX $SPGI $APD $MS $ECL

$2.6B

320 positions

#6ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$TXN $AXP $TJX $HON $HONA $APD

$2.0B

91 positions

#7Haverford Trust CoActive

Notable overlap · 7 shared positions

$TJX $HON $APD $SPGI $HONA $TXN

$11.6B

424 positions

#8Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$MS $TJX $TXN $HON $HONA $AXP

$360M

73 positions

#9Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MS $TJX $AXP $ABT $HON $HONA

$292M

99 positions

#10Longview Partners (Guernsey) LTDActive

Notable overlap · 5 shared positions

$TXN $AXP $SPGI $CME $MSCI

$6.2B

23 positions

#11Socorro Asset Management LPActive

Notable overlap · 4 shared positions

$TXN $MS $APD $SPGI

$223M

33 positions

#12MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$TXN $APD $ISRG $HON $HONA $ECL

$1.3B

81 positions

#13Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 6 shared positions

$TXN $TJX $ACN $ISRG $ABT $UBER

$44.4B

663 positions

#14AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$TXN $TJX $CL $ECL $UBER

$1.6B

120 positions

#15WestEnd Advisors, LLCActive

Some overlap · 3 shared positions

$TXN $TJX $SPGI

$4.5B

427 positions

#16BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$TXN $TJX $APD $ABT $SPGI

$346M

113 positions

#17Nexus Investment Management ULCActive

Some overlap · 5 shared positions

$TXN $MS $HON $HONA $GLW

$808M

73 positions

#18HEADINVEST, LLCPassive

Some overlap · 5 shared positions

$TXN $AXP $ACN $TJX $ECL

$536M

217 positions

#19CINCINNATI FINANCIAL CORPActive

Some overlap · 7 shared positions

$TJX $HON $HONA $CME $APD $ACN

$5.2B

56 positions

#20Focused Investors LLCActive

Some overlap · 4 shared positions

$MS $TJX $AXP $ACN

$3.0B

23 positions

#21Wilkinson Global Asset Management LLCActive

Some overlap · 3 shared positions

$TXN $TJX $UBER

$1.3B

62 positions

#22FUNDSMITH INVESTMENT SERVICES LTD.Active

Some overlap · 3 shared positions

$TXN $TJX $UBER

$4.5B

27 positions

#23Destination Wealth ManagementPassive

Some overlap · 6 shared positions

$TJX $AXP $CL $ABT $ISRG $ECL

$4.3B

344 positions

#24Rothschild & Co Wealth Management UK LtdSmart money

Some overlap · 3 shared positions

$TXN $AXP $SPGI

$7.2B

25 positions

#25BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Some overlap · 3 shared positions

$TXN $APD $ACN

$235M

33 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.