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Hedge Funds Similar to PEAPACK GLADSTONE FINANCIAL

13F Portfolio OverlapQ2 2026PEAPACK GLADSTONE FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

PEAPACK GLADSTONE FINANCIAL CORP is an institutional investor managing $8.7B across 679 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 PEAPACK GLADSTONE FINANCIAL are HOWE & RUSLING, JMAC ENTERPRISES, Smith, Salley & Associates, with shared positions in $TJX, $UNP, $ASML, $NEE, $PEP, $GD. The full ranking of 25 similar funds is below.

#1HOWE & RUSLING INCPassive
Some overlap · 8 shared positions
$TJX$UNP$ASML$NEE$PEP$GD
$1.7B
479 positions
#2JMAC ENTERPRISES LLCActive
Some overlap · 8 shared positions
$UNP$BLK$NEE$PNC$GD$QCOM
$593M
122 positions
#3Smith, Salley & AssociatesPassive
Some overlap · 7 shared positions
$TJX$UNP$ASML$NEE$CMI$PEP
$2.3B
275 positions
#4SevenBridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$UNP$BLK$NEE$CMI$PNC$QCOM
$680M
212 positions
#5Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$TJX$UNP$BLK$ASML$NEE$QCOM
$170M
61 positions
#6Mechanics Financial CorpPassive
Some overlap · 7 shared positions
$BLK$NEE$CMI$PEP$PNC$GD
$280M
296 positions
#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$TJX$UNP$BLK$NEE$PEP$MS
$499M
73 positions
#8Brentview Investment Management LLCActive
Some overlap · 6 shared positions
$TJX$UNP$BLK$NEE$PEP$MS
$253M
63 positions
#9ROCKLAND TRUST COPassive
Some overlap · 6 shared positions
$TJX$UNP$BLK$NEE$PEP$MS
$2.5B
317 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$TJX$BLK$NEE$ASML$CMI$PEP
$1.3B
73 positions
#11Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$TJX$BLK$ASML$NEE$PEP$MS
$1.6B
184 positions
#12NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$BLK$ASML$NEE$GD$MS
$1.4B
177 positions
#13ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$BLK$ASML$TJX$NEE$CMI$QCOM
$2.8B
914 positions
#14Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$UNP$NEE$PEP$QCOM$MS
$467M
118 positions
#15ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$TJX$BLK$UNP$PEP$QCOM$MS
$1.7B
652 positions
#16FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$BLK$ASML$NEE$PEP$PNC$QCOM
$1.3B
393 positions
#17CONNING INC.Passive
Some overlap · 6 shared positions
$UNP$BLK$CMI$PNC$GD$MS
$3.3B
327 positions
#18Umpqua BankPassive
Some overlap · 6 shared positions
$BLK$ASML$CMI$PEP$PNC$MS
$446M
165 positions
#19CAPE ANN SAVINGS BANKActive
Some overlap · 6 shared positions
$BLK$NEE$CMI$PEP$GD$MS
$212M
113 positions
#20NORTH DALLAS BANK & TRUST COPassive
Some overlap · 6 shared positions
$BLK$NEE$CMI$PEP$GD$MS
$169M
113 positions
#21River Street Advisors LLCPassive
Some overlap · 6 shared positions
$BLK$NEE$CMI$PEP$QCOM$MS
$340M
177 positions
#22NBH BankPassive
Some overlap · 6 shared positions
$BLK$NEE$CMI$PEP$GD$MS
$237M
552 positions
#23Insight Inv LLCPassive
Some overlap · 6 shared positions
$TJX$PEP$PNC$GD$QCOM$MS
$212M
109 positions
#24RWA WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$TJX$UNP$ASML$NEE$BLK
$10.4B
645 positions
#25Severin Investments, LLCPassive
Some overlap · 6 shared positions
$ASML$UNP$BLK$PNC$NEE$MS
$133M
174 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.