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Hedge Funds Similar to PATTEN & PATTEN

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

PATTEN & PATTEN INC/TN is an institutional investor managing $1.9B across 350 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 PATTEN & PATTEN are Venturi Wealth, Strong Retirement Solutions, Wilian Securities, with shared positions in $PGR, $TJX, $COP, $TXN, $SCHW, $CRWD. The full ranking of 25 similar funds is below.

#1Venturi Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PGR$TJX$COP$TXN$SCHW
$2.6B
632 positions
#2Strong Retirement Solutions LLCPassive
Some overlap · 5 shared positions
$PGR$CRWD$PHM$NEE$SCHW
$167M
82 positions
#3Wilian Securities, LLCPassive
Some overlap · 5 shared positions
$PGR$CRWD$PHM$NEE$SCHW
$169M
89 positions
#4DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$PGR$LECO$TJX
$147M
81 positions
#5Integrated Wealth ManagementActive
Some overlap · 3 shared positions
$PGR$TJX$COP
$95M
91 positions
#6BankPlus Trust DepartmentActive
Some overlap · 4 shared positions
$PGR$TJX$TXN$NEE
$428M
470 positions
#7SOMERVILLE KURT FActive
Some overlap · 5 shared positions
$TJX$NEE$ABT$SCHW$CRWD
$419M
97 positions
#8Elefante Mark BActive
Some overlap · 5 shared positions
$TJX$NEE$ABT$SCHW$CRWD
$232M
60 positions
#9Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$PGR$TXN$PHM$SCHW
$754M
41 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$COP$TXN$NEE$ABT$SCHW
$1.3B
58 positions
#11Broderick Brian CActive
Some overlap · 5 shared positions
$TJX$CRWD$ABT$NEE$SCHW
$646M
95 positions
#12Meadowbrook Advisors Group, LLCPassive
Some overlap · 4 shared positions
$PGR$TJX$TXN$NEE
$187M
169 positions
#13Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$TJX$NEE$ABT$SCHW$CRWD
$1.4B
135 positions
#14Birch Hill Investment Advisors LLCActive
Some overlap · 4 shared positions
$LECO$TJX$NEE$EW
$2.5B
211 positions
#15FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$TJX$PGR$NEE$HLT
$1.7B
208 positions
#16Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$PGR$TJX$TXN
$1.3B
62 positions
#17Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$COP$PHM$NEE$SCHW$HLT
$134M
104 positions
#18Ipswich Investment Management Co., Inc.Passive
Some overlap · 3 shared positions
$PGR$TJX$TXN
$474M
190 positions
#19American TrustActive
Some overlap · 5 shared positions
$TJX$NEE$SCHW$TXN$ABT
$1.3B
334 positions
#20UMB Bank, n.a.Passive
Some overlap · 4 shared positions
$PGR$TJX$TXN$NEE
$7.9B
2,303 positions
#21Empire Life Investments Inc.Active
Some overlap · 4 shared positions
$PGR$CRWD$TJX$TXN
$1.8B
113 positions
#22Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$TJX$CRWD$NEE$ABT
$1.6B
184 positions
#23First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 3 shared positions
$PGR$TJX$TXN
$499M
126 positions
#24FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$TJX$PGR$NEE$ABT
$1.3B
159 positions
#25RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$TJX$CRWD$NEE$ABT
$794M
188 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.