What hedge funds are most similar to Osprey Private Wealth LLC?

The funds with the most similar 13F portfolios to Osprey Private Wealth LLC are BRIGHT ROCK, Haverford, WENDELL DAVID ASSOCIATES, based on overlapping conviction holdings in the latest SEC filings.

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 Osprey Private Wealth

13F Portfolio OverlapQ2 2026Osprey Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Osprey Private Wealth LLC is an institutional investor managing $387M across 88 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 Osprey Private Wealth are BRIGHT ROCK, Haverford, WENDELL DAVID ASSOCIATES, with shared positions in $TMO, $TJX, $BLK, $PEP, $ECL, $APH. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TMO $TJX $BLK $PEP $ECL $APH

$529M

72 positions

#2Haverford Trust CoActive

Notable overlap · 7 shared positions

$TJX $BLK $PEP $TMO $SYK $MCD

$11.6B

424 positions

#3WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$TJX $ECL $MCD $SYK $PEP $APH

$958M

151 positions

#4Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$TJX $ECL $SYK $MCD $APH $PEP

$966M

178 positions

#5HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$TJX $ECL $TMO $SYK $REGN $APH

$2.9B

286 positions

#6WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$BLK $TJX $PEP $TMO $DIS $DE

$1.3B

73 positions

#7Palisade Asset Management, LLCPassive

Notable overlap · 7 shared positions

$ECL $PEP $TJX $MCD $BLK $SYK

$1.1B

204 positions

#8RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 7 shared positions

$TJX $MCD $BLK $PEP $APH $SYK

$794M

188 positions

#9Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$TJX $BLK $PEP $SYK $TMO $NEE

$339M

49 positions

#10Tandem Investment Advisors, Inc.Passive

Notable overlap · 7 shared positions

$BLK $MCD $PEP $SYK $APH $ROP

$1.5B

68 positions

#11Harbour Trust & Investment Management CoActive

Notable overlap · 9 shared positions

$TJX $MCD $SYK $PEP $ECL $TMO

$1.0B

160 positions

#12PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$TMO $TJX $PEP $SYK $APH

$837M

90 positions

#13ALBION FINANCIAL GROUP /UTPassive

Notable overlap · 7 shared positions

$BLK $TJX $TMO $DIS $PEP $APH

$1.8B

792 positions

#14PIONEER TRUST BANK N A/ORPassive

Notable overlap · 7 shared positions

$BLK $PEP $TJX $DIS $MCD $APH

$441M

87 positions

#15L. Roy Papp & Associates, LLPPassive

Notable overlap · 6 shared positions

$TMO $BLK $ECL $SYK $PEP $MCD

$981M

193 positions

#16ROCKLAND TRUST COPassive

Notable overlap · 7 shared positions

$TJX $PEP $TMO $BLK $ECL $VZ

$2.6B

320 positions

#17ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$MCD $PEP $TJX $SYK $DIS $TMO

$2.0B

91 positions

#18BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$BLK $TJX $PEP $SYK $MCD $APH

$346M

113 positions

#19M. Kraus & CoPassive

Notable overlap · 6 shared positions

$TMO $ECL $PEP $VZ $NEE $DIS

$373M

83 positions

#20Destination Wealth ManagementPassive

Notable overlap · 7 shared positions

$TJX $ECL $DIS $MCD $SYK $TMO

$4.3B

344 positions

#21Mirova US LLCActive

Notable overlap · 4 shared positions

$TMO $TJX $ECL $NEE

$9.3B

45 positions

#22WestEnd Advisors, LLCActive

Notable overlap · 4 shared positions

$TMO $TJX $PEP $REGN

$4.5B

427 positions

#23AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$TJX $ECL $TMO $APH $NEE

$1.6B

120 positions

#24Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$BLK $TJX $MCD $TMO $SYK $NEE

$170M

61 positions

#25ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 5 shared positions

$TMO $TJX $AZO $SYK $APH

$1.2B

215 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.