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Hedge Funds Similar to NEVILLE RODIE & SHAW

13F Portfolio OverlapQ2 2026NEVILLE RODIE & SHAW portfolio →
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Most similar hedge funds by 13F overlap

NEVILLE RODIE & SHAW INC is an institutional investor managing $1.5B across 244 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 NEVILLE RODIE & SHAW are GARRISON BRADFORD & ASSOCIATES, Reliant Investment, FOSTER DYKEMA CABOT & PARTNERS, with shared positions in $PWR, $TMO, $NSC, $BX, $AXP, $NEE. The full ranking of 25 similar funds is below.

#1GARRISON BRADFORD & ASSOCIATES INCActive
Notable overlap · 4 shared positions
$PWR$TMO$NSC$BX
$92M
35 positions
#2Reliant Investment Management, LLCPassive
Notable overlap · 3 shared positions
$PWR$TMO$AXP
$281M
55 positions
#3FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Notable overlap · 3 shared positions
$PWR$TMO$AXP
$1.7B
324 positions
#4CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 4 shared positions
$PWR$TMO$NEE$BX
$78M
44 positions
#5Westend Capital Management, LLCPassive
Notable overlap · 3 shared positions
$PWR$AXP$HWM
$437M
242 positions
#6Robeco Schweiz AGActive
Some overlap · 4 shared positions
$PWR$TMO$VRT$GLW
$6.2B
126 positions
#7CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$PWR$GLW$TMO
$236M
232 positions
#8Munro PartnersActive
Some overlap · 4 shared positions
$PWR$HWM$NEE$QCOM
$4.5B
61 positions
#9PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PWR$GLW$AXP$QCOM
$443M
145 positions
#10Visionary Wealth AdvisorsPassive
Some overlap · 3 shared positions
$PWR$NEE$QCOM
$2.5B
666 positions
#11Princeton Global Asset Management LLCPassive
Some overlap · 4 shared positions
$PWR$VRT$NEE$BX
$698M
831 positions
#12LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$PWR$GLW$HWM
$320M
82 positions
#13Lionshead Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PWR$TMO$QCOM
$154M
112 positions
#14Gladstone Capital Management LLPActive
Some overlap · 3 shared positions
$PWR$GLW$QCOM
$1.0B
40 positions
#15RH Tailwind Management, LLCActive
Some overlap · 3 shared positions
$PWR$VRT$HWM
$1.0B
58 positions
#16CAMDEN NATIONAL BANKPassive
Some overlap · 3 shared positions
$PWR$TMO$NEE
$767M
184 positions
#17South Street Advisors LLCActive
Some overlap · 3 shared positions
$PWR$HWM$QCOM
$769M
84 positions
#18PINCUS CAPITAL MANAGEMENT, LPActive
Some overlap · 6 shared positions
$TMO$PWR$VRT$BX$NSC$HWM
$168M
52 positions
#19KADENSA CAPITAL LtdActive
Some overlap · 3 shared positions
$PWR$HWM$GLW
$469M
28 positions
#20New England Research & Management, Inc.Passive
Some overlap · 3 shared positions
$PWR$VRT$NEE
$257M
134 positions
#21Axiom Investment Management LLCPassive
Some overlap · 3 shared positions
$PWR$GLW$BX
$150M
528 positions
#22N10 ASSETS, LLC
Some overlap · 3 shared positions
$PWR$AXP$VRT
$231M
34 positions
#23Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PWR$VRT$AXP$GLW
$119M
113 positions
#24Rithm Capital Corp.Active
Some overlap · 3 shared positions
$PWR$VRT$NEE
$81M
38 positions
#25WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$TMO$PWR$GLW$NEE
$3.2B
296 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.