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Hedge Funds Similar to PARSONS

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

PARSONS CAPITAL MANAGEMENT INC/RI is an institutional investor managing $2.2B across 525 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 PARSONS are SPINNAKER, Somerset Group, Summit Financial Wealth Advisors, with shared positions in $MMM, $TMO, $BLK, $NEE, $BX, $CMI. The full ranking of 25 similar funds is below.

#1SPINNAKER TRUSTActive
Some overlap · 4 shared positions
$MMM$TMO$BLK$NEE
$2.1B
309 positions
#2Somerset Group LLCActive
Some overlap · 3 shared positions
$MMM$BX$NEE
$142M
58 positions
#3Summit Financial Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MMM$CMI$ETN
$782M
225 positions
#4RETIREMENT CAPITAL STRATEGIESActive
Some overlap · 3 shared positions
$MMM$ETN$SOLV
$288M
68 positions
#5DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$MMM$CMI$ETN
$530M
92 positions
#6Strong Tower Advisory ServicesPassive
Some overlap · 4 shared positions
$MMM$CMI$ETN$NEE
$558M
94 positions
#7Cohen Capital Management, Inc.Active
Some overlap · 5 shared positions
$MMM$ET$EPD$TMO$NEE
$735M
152 positions
#8Private Capital Advisors, Inc.Smart money
Some overlap · 5 shared positions
$ET$BX$EPD$TMO$BLK
$1.1B
76 positions
#9McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$MMM$ET$EPD
$823M
154 positions
#10BAYBANPassive
Some overlap · 3 shared positions
$MMM$EPD$NEE
$130M
595 positions
#11Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$BX$EPD$TMO$BLK$NEE
$1.5B
188 positions
#12CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$MMM$TMO$CMI$BLK
$6.9B
64 positions
#13LWM Advisory Services, LLCPassive
Some overlap · 5 shared positions
$BX$TMO$ETN$BLK$NEE
$56M
80 positions
#14Ascension Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MMM$EPD$ETN
$356M
97 positions
#15River Street Advisors LLCPassive
Some overlap · 5 shared positions
$BX$CMI$ETN$BLK$NEE
$340M
177 positions
#16OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$BX$CMI$ETN$BLK$NEE
$530M
275 positions
#17CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$MMM$ET$TMO
$236M
232 positions
#18Americana Partners, LLCPassive
Slight overlap · 4 shared positions
$ET$EPD$TMO$ETN
$4.4B
596 positions
#19TRED AVON FAMILY WEALTH, LLCPassive
Slight overlap · 5 shared positions
$TMO$BX$ETN$BLK$NEE
$327M
262 positions
#20WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 5 shared positions
$TMO$CMI$BLK$ETN$NEE
$1.3B
73 positions
#21PAYDEN & RYGELPassive
Slight overlap · 4 shared positions
$ET$EPD$CMI$ETN
$1.3B
131 positions
#22ALBERT D MASON INCPassive
Slight overlap · 4 shared positions
$ET$EPD$CMI$ETN
$176M
139 positions
#23LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Slight overlap · 4 shared positions
$ET$BX$EPD$BLK
$489M
244 positions
#24Northside Capital Management, LLCActive
Slight overlap · 4 shared positions
$ET$EPD$TMO$NEE
$1.2B
187 positions
#25ST GERMAIN D J CO INCPassive
Slight overlap · 5 shared positions
$CMI$BX$ETN$BLK$NEE
$2.8B
914 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.