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 MOODY LYNN & LIEBERSON

13F Portfolio OverlapQ3 2026MOODY LYNN & LIEBERSON portfolio →

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Most similar hedge funds by 13F overlap

MOODY LYNN & LIEBERSON, LLC is an institutional investor managing $1.9B across 265 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MOODY LYNN & LIEBERSON are NORRIS PERNE & FRENCH LLP, Greystone Financial Group, Stokes Advisors, with shared positions in $LIN, $WM, $ABT, $ETN, $TMO, $SYK. The full ranking of 25 similar funds is below.

#1NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

$LIN $WM $ABT $ETN $TMO $SYK

$2.3B

156 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$MS $WM $LIN $TMO $MCD $TXN

$360M

73 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$MS $LIN $SYK $ABT $UNP $GILD

$455M

118 positions

#4Vertrix Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MS $WM $LIN $ABT $MCD

$292M

99 positions

#5AAFMAA Wealth Management & Trust LLCActive

Notable overlap · 6 shared positions

$MS $LIN $ETN $SYK $WM $UNP

$291M

94 positions

#6Brentview Investment Management LLCActive

Some overlap · 4 shared positions

$MS $WM $LIN $UNP

$253M

63 positions

#7Nordwand Advisors, LLCPassive

Some overlap · 6 shared positions

$MS $WM $ETN $TMO $ABT $UNP

$652M

146 positions

#8LDIC Inc.Active

Some overlap · 5 shared positions

$MS $WM $SYK $UNP $TXN

$166M

19 positions

#9PICTET BANK & TRUST LtdActive

Some overlap · 6 shared positions

$WM $LIN $ETN $SYK $MCD $TXN

$85M

34 positions

#10CONNORS INVESTOR SERVICES INCPassive

Some overlap · 5 shared positions

$LIN $MS $ETN $SYK $WM

$1.2B

153 positions

#11HENDLEY & CO INCActive

Some overlap · 6 shared positions

$LIN $ETN $SYK $ABT $UNP $AEP

$283M

47 positions

#12PARNASSUS INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$WM $LIN $SYK $TMO $FERG

$33.8B

123 positions

#13Nexus Investment Management ULCActive

Some overlap · 7 shared positions

$MS $TMO $FERG $GILD $AEP $TXN

$767M

72 positions

#14Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$LIN $ABT $TMO $SYK $SO $MCD

$637M

146 positions

#15BURLING WEALTH PARTNERS, LLCPassive

Some overlap · 6 shared positions

$BX $WM $ABT $ETN $LIN $SYK

$683M

180 positions

#16Aureus Asset Management, LLCPassive

Some overlap · 6 shared positions

$LIN $BX $ABT $TMO $MS $TXN

$1.6B

239 positions

#17BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Some overlap · 5 shared positions

$MS $VRTX $ETN $SYK $GILD

$2.7B

804 positions

#18Sculati Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $BX $ETN $VRTX $WM

$306M

120 positions

#19BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$LIN $ETN $ABT $TMO $WM

$8.0B

1,334 positions

#20Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$MS $ETN $SYK $ABT $UNP

$856M

89 positions

#21NEW VERNON INVESTMENT MANAGEMENT LLCActive

Some overlap · 6 shared positions

$MS $BX $UNP $SYK $ETN $ABT

$82M

37 positions

#22Providence Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$LIN $ETN $WM $SYK $TMO

$660M

385 positions

#23Destination Wealth ManagementPassive

Some overlap · 6 shared positions

$WM $ABT $BX $SYK $TMO $MCD

$4.3B

344 positions

#24FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Some overlap · 6 shared positions

$WM $VRTX $ETN $TMO $MS $MCD

$1.7B

324 positions

#25First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$WM $BX $UNP $SO $MCD $TXN

$529M

75 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.