How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SlateStone Wealth

13F Portfolio OverlapQ2 2026SlateStone Wealth portfolio →

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Most similar hedge funds by 13F overlap

SlateStone Wealth, LLC is an institutional investor managing $1.3B across 296 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 SlateStone Wealth are First Long Island Investors, FourThought Financial Partners, Somerset, with shared positions in $APH, $AMGN, $BLK, $NEE, $PEP, $ADP. The full ranking of 25 similar funds is below.

#1First Long Island Investors, LLCActive

Notable overlap · 9 shared positions

$APH $AMGN $BLK $NEE $PEP $ADP

$1.4B

73 positions

#2FourThought Financial Partners, LLCPassive

Notable overlap · 8 shared positions

$ASML $PEP $CB $NEE $APD $AMGN

$1.3B

393 positions

#3Somerset Trust CoPassive

Notable overlap · 8 shared positions

$NEE $CB $AMGN $BLK $APD $LHX

$354M

186 positions

#4ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$APH $ASML $CB $PEP $ADP $APD

$1.9B

88 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$CB $AMGN $APH $PEP $BLK $APD

$346M

113 positions

#6Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$CB $AMGN $BLK $NEE $APD $LHX

$631M

271 positions

#7MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$CB $NEE $APH $BLK $AMGN $LHX

$857M

166 positions

#8NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 5 shared positions

$APH $ASML $PEP $BLK $SNPS

$606M

79 positions

#9CAPE COD FIVE CENTS SAVINGS BANKPassive

Notable overlap · 7 shared positions

$APH $AMGN $NEE $PEP $LMT $ADP

$1.2B

203 positions

#10Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ASML $NEE $AMGN $BLK $APD $USB

$170M

61 positions

#11SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 7 shared positions

$CB $PEP $AMGN $APD $LMT $ADP

$1.8B

176 positions

#12ST GERMAIN D J CO INCPassive

Notable overlap · 5 shared positions

$ASML $CB $NEE $AMGN $BLK

$2.8B

914 positions

#13COUNTRY TRUST BANKActive

Notable overlap · 5 shared positions

$APH $ASML $CB $BLK $NEE

$5.7B

628 positions

#14OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$PEP $NEE $AMGN $APD $BLK $LMT

$183M

31 positions

#15FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$PEP $NEE $AMGN $BLK $LHX $LMT

$5.3B

210 positions

#16NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$APH $CB $PEP $APD $LHX

$481M

161 positions

#17KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$APH $CB $PEP $APD $ADP $USB

$1.5B

228 positions

#18Tandem Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$APH $PEP $NEE $BLK $BDX

$1.5B

68 positions

#19HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$APH $NEE $AMGN $APD $ADP

$410M

53 positions

#20Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$PEP $NEE $AMGN $LMT $ADP $USB

$169M

84 positions

#21BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ASML $NEE $AMGN $CB $PEP $APH

$8.0B

1,334 positions

#22Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$ASML $CB $PEP $NEE $ADP

$116M

240 positions

#23RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 5 shared positions

$APH $NEE $BLK $PEP $ADP

$794M

188 positions

#24OAK ASSOCIATES LTD /OH/Active

Some overlap · 6 shared positions

$APH $AMGN $CB $ASML $SNPS $LMT

$1.8B

139 positions

#25TRUST CO OF VIRGINIA /VAPassive

Some overlap · 6 shared positions

$CB $AMGN $BLK $PEP $ADP $USB

$1.3B

226 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.