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Hedge Funds Similar to Raub Brock

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

Raub Brock Capital Management LP is an institutional investor managing $363M across 45 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 Raub Brock are James Hambro & Partners LLP, CAMPBELL NEWMAN ASSET, Wilkinson Global Asset, with shared positions in $APH, $AME, $TXN, $MCK, $TJX, $TMO. The full ranking of 25 similar funds is below.

#1James Hambro & Partners LLPActive
Notable overlap · 6 shared positions
$APH$AME$TXN$MCK$TJX$TMO
$2.8B
68 positions
#2CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$APH$ETN$TXN$MSI$NDAQ$MCO
$1.3B
99 positions
#3Wilkinson Global Asset Management LLCActive
Notable overlap · 4 shared positions
$TJX$TXN$SHW$PH
$1.3B
62 positions
#4JLB & ASSOCIATES INCPassive
Notable overlap · 6 shared positions
$APH$TJX$CASY$AME$SHW$NVO
$748M
68 positions
#5Port Capital LLCActive
Notable overlap · 6 shared positions
$APH$AME$PH$ETN$SHW$MSI
$2.5B
108 positions
#6SHUTTLEWORTH & CoPassive
Notable overlap · 5 shared positions
$ETN$APH$TJX$MCK$SHW
$125M
51 positions
#7CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 9 shared positions
$APH$AME$PH$SHW$MSI$MCO
$456M
67 positions
#8CHILTON INVESTMENT CO INC.Active
Notable overlap · 7 shared positions
$SHW$APH$MCO$ETN$PH$TXN
$4.2B
299 positions
#9Ayrshire Capital Management LLCPassive
Notable overlap · 4 shared positions
$APH$ETN$TJX$AME
$214M
50 positions
#10AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 6 shared positions
$APH$TXN$TJX$ETN$CARR$TMO
$1.6B
118 positions
#11ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 7 shared positions
$ETN$APH$TXN$TJX$SHW$MCK
$1.3B
109 positions
#12PineStone Asset Management Inc.Active
Notable overlap · 4 shared positions
$MCO$TJX$SHW$CARR
$16.2B
44 positions
#13Haverford Financial Services, Inc.Active
Notable overlap · 7 shared positions
$ETN$TJX$TXN$MCK$MSI$TMO
$339M
49 positions
#14HENDLEY & CO INCActive
Notable overlap · 4 shared positions
$APH$PH$ETN$TJX
$283M
47 positions
#15Local Pensions Partnership Investment LtdActive
Notable overlap · 5 shared positions
$APH$TXN$MCO$ADP$TMO
$4.8B
32 positions
#16Michael Brady & Co., LLCActive
Notable overlap · 5 shared positions
$PH$ETN$TJX$CARR$ADP
$113M
58 positions
#17JENSEN INVESTMENT MANAGEMENT INCActive
Notable overlap · 6 shared positions
$SHW$MSI$APH$TJX$ADP$ACN
$4.1B
83 positions
#18Cartenna Capital, LPActive
Notable overlap · 3 shared positions
$AME$MSI$APH
$4.2B
49 positions
#19MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 3 shared positions
$APH$MCO$AME
$1.0B
33 positions
#20Guinness Atkinson Asset Management IncPassive
Notable overlap · 6 shared positions
$APH$AME$NDAQ$ETN$TXN$TMO
$223M
107 positions
#21COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 6 shared positions
$APH$SHW$MSI$ADP$TMO$ACN
$1.7B
91 positions
#22Suncoast Equity ManagementActive
Notable overlap · 6 shared positions
$MCK$ETN$TJX$APH$SHW$ADP
$798M
63 positions
#23Pegasus Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$PH$ETN$CARR
$351M
75 positions
#24SMA Capital LLCPassive
Notable overlap · 3 shared positions
$PH$AME$APH
$238M
121 positions
#25DEARBORN PARTNERS LLCPassive
Notable overlap · 8 shared positions
$CASY$APH$TXN$SHW$MSI$NDAQ
$1.8B
269 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.