13F Pro

Hedge Funds Similar to PITTENGER & ANDERSON

13F Portfolio OverlapQ2 2026PITTENGER & ANDERSON portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PITTENGER & ANDERSON INC is an institutional investor managing $2.8B across 507 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 PITTENGER & ANDERSON are Blue Chip Partners, FAYEZ SAROFIM, Trifecta Advisors, with shared positions in $TJX, $WM, $MS, $ASML, $BLK, $ETN. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive
Notable overlap · 8 shared positions
$TJX$WM$MS$ASML$BLK$ETN
$1.6B
184 positions
#2FAYEZ SAROFIM & COActive
Notable overlap · 8 shared positions
$ASML$BLK$ETN$PM$SPGI$ISRG
$42.5B
300 positions
#3Trifecta Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$MDY$MS$ETN$TJX$CRWD$ISRG
$776M
493 positions
#4TRUST CO OF VIRGINIA /VAPassive
Notable overlap · 6 shared positions
$TJX$WM$BLK$CSX$PM$CB
$1.3B
226 positions
#5BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$TJX$ASML$ETN$WM$CB$MDY
$8.0B
1,334 positions
#6STRATEGIC PLANNING GROUP, LLCActive
Notable overlap · 6 shared positions
$MS$ASML$CTAS$TJX$ISRG$ETN
$918M
75 positions
#7Haverford Trust CoActive
Some overlap · 7 shared positions
$TJX$BLK$ETN$SPGI$ASML$PM
$11.6B
424 positions
#8Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$TJX$MS$WM$BLK$PM
$253M
63 positions
#9ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 6 shared positions
$TJX$ASML$WM$ETN$SPGI$CTAS
$1.3B
109 positions
#10Papamarkou Wellner Asset Management inc.Passive
Some overlap · 6 shared positions
$ASML$BLK$PM$ISRG$ETN$SPGI
$159M
75 positions
#11Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$TJX$ASML$BLK$ETN$CSX
$170M
61 positions
#12Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$MS$ASML$BLK$ETN$PM
$856M
89 positions
#13NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$TJX$ASML$ETN$BLK
$1.4B
177 positions
#14Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$MS$ASML$ETN$CSX$ISRG
$72M
52 positions
#15Evansbrook LLCActive
Some overlap · 8 shared positions
$ASML$MS$CRWD$ETN$BLK$PM
$168M
127 positions
#16CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$MS$TJX$ETN$WM$CB
$1.2B
153 positions
#17Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$MS$ASML$ETN$CSX$ISRG
$424M
49 positions
#18HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$TJX$MS$PM$ASML$CRWD
$1.7B
479 positions
#19Triad Investment ManagementPassive
Some overlap · 3 shared positions
$FISV$ASML$SPGI
$91M
34 positions
#20SCHOLTZ & COMPANY, LLCPassive
Some overlap · 5 shared positions
$MS$ASML$ETN$SPGI$ISRG
$200M
48 positions
#21Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$TJX$BLK$ETN$SPGI$WM
$339M
49 positions
#22NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TJX$MS$TRV$CB$ETN
$82M
37 positions
#23SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$TJX$WM$ETN$CTAS$CSX
$125M
51 positions
#24River Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$ETN$BLK$WM$CB
$956M
217 positions
#25WASHINGTON TRUST CoPassive
Some overlap · 5 shared positions
$MDY$ASML$TJX$BLK$SPGI
$3.2B
296 positions

Compare PITTENGER & ANDERSON’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PITTENGER & ANDERSON’s holdings

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.