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Hedge Funds Similar to MOTCO

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

MOTCO is an institutional investor managing $1.2B across 840 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 MOTCO are ALTA, Haverford Financial Services, Broadway Wealth Solutions, with shared positions in $APH, $TJX, $ETN, $TMO, $WM, $BKNG. The full ranking of 25 similar funds is below.

#1ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 8 shared positions
$APH$TJX$ETN$TMO$WM$BKNG
$1.2B
215 positions
#2Haverford Financial Services, Inc.Active
Notable overlap · 9 shared positions
$TJX$ETN$MCK$NEE$TMO$WM
$339M
49 positions
#3Broadway Wealth Solutions, Inc.Smart money
Notable overlap · 10 shared positions
$MCHP$APH$BKNG$ETN$WM$TMO
$223M
88 positions
#4HFR Wealth Management, LLCActive
Notable overlap · 7 shared positions
$APH$TJX$UNP$WM$SCHW$NEE
$410M
53 positions
#5Haverford Trust CoActive
Notable overlap · 8 shared positions
$TJX$ETN$TMO$MCK$NEE$AON
$11.6B
424 positions
#6AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 6 shared positions
$APH$TJX$ETN$TMO$NEE$NOW
$1.6B
120 positions
#7Cornerstone Capital, Inc.Active
Notable overlap · 5 shared positions
$APH$GLW$ETN$TMO$SCHW
$1.1B
120 positions
#8HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$GLW$APH$DELL$TJX$SCHW
$217M
352 positions
#9Suncoast Equity ManagementActive
Some overlap · 6 shared positions
$APH$TJX$ETN$MCK$AON$NOW
$798M
63 positions
#10McKinley Carter Wealth Services, Inc.Active
Some overlap · 6 shared positions
$APH$TJX$DELL$WM$MCK$BNY
$2.0B
323 positions
#11Bell Asset Management LtdPassive
Some overlap · 7 shared positions
$ETN$APH$TMO$WM$AON$LOW
$277M
68 positions
#12WASHINGTON TRUST CoPassive
Some overlap · 6 shared positions
$GLW$DELL$TJX$TMO$NEE$BKNG
$3.2B
291 positions
#13SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$APH$TJX$ETN$WM$MCK
$125M
51 positions
#14Strong Retirement Solutions LLCPassive
Some overlap · 6 shared positions
$APH$SCHW$TMO$NEE$MSI$NOW
$178M
84 positions
#15DAVIS R M INCActive
Some overlap · 5 shared positions
$APH$TJX$ETN$TMO$NEE
$6.3B
280 positions
#16Cumberland Partners LtdPassive
Some overlap · 6 shared positions
$DELL$ETN$TJX$APH$UNP$MCK
$1.5B
153 positions
#17Raub Brock Capital Management LPActive
Some overlap · 6 shared positions
$APH$TJX$ETN$MCK$MSI$TMO
$326M
47 positions
#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$TJX$ETN$TMO$WM$NEE$LOW
$8.0B
1,334 positions
#19BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$APH$TJX$UNP$TMO$SCHW$NEE
$529M
72 positions
#20CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$GLW$ETN$SCHW$BKNG$UNP$BNY
$857M
179 positions
#21Silphium Asset Management LtdSmart money
Some overlap · 7 shared positions
$APH$ETN$MCK$WM$TJX$DELL
$305M
54 positions
#22Samara Investment Management, LLCActive
Some overlap · 5 shared positions
$APH$GLW$TJX$MCK$BKNG
$109M
71 positions
#23Smith, Salley & AssociatesPassive
Some overlap · 6 shared positions
$APH$TJX$TMO$NEE$LOW$UNP
$2.3B
275 positions
#24BNP PARIBASActive
Some overlap · 7 shared positions
$APH$MCK$TMO$BKNG$NOW$GLW
$3.7B
329 positions
#25Hixon Zuercher, LLCPassive
Some overlap · 6 shared positions
$DELL$APH$UNP$SCHW$NEE$LOW
$347M
92 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.