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 Smith, Salley & Associates

13F Portfolio OverlapQ2 2026Smith, Salley & Associates portfolio →

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Most similar hedge funds by 13F overlap

Smith, Salley & Associates is an institutional investor managing $2.3B across 275 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 Smith, Salley & Associates are BARTLETT & WEALTH, DAVIS R M, BRIGHT ROCK, with shared positions in $TJX, $ADI, $ASML, $NEE, $LOW, $LIN. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$TJX $ADI $ASML $NEE $LOW $LIN

$8.0B

1,334 positions

#2DAVIS R M INCActive

Notable overlap · 8 shared positions

$ASML $APH $TJX $MRVL $LIN $AME

$6.3B

280 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TJX $ANET $APH $NEE $TMO $LIN

$529M

72 positions

#4Mendel Money ManagementPassive

Notable overlap · 8 shared positions

$APH $MRVL $TMO $LOW $LIN $AME

$273M

127 positions

#5Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$ASML $ADI $TJX $NEE $UNP $PEP

$116M

240 positions

#6Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ASML $ADI $TJX $NEE $TMO $UNP

$170M

61 positions

#7NORTH STAR ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$ASML $ADI $APH $TMO $AME $LOW

$2.5B

372 positions

#8Birch Hill Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$ASML $TJX $ADI $APH $NEE $PEP

$2.4B

219 positions

#9FORBES J M & CO LLPActive

Notable overlap · 8 shared positions

$TJX $ANET $NEE $LIN $APH $UNP

$1.3B

157 positions

#10PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 6 shared positions

$TJX $ADI $APH $TMO $ASML $PEP

$837M

90 positions

#11Norway Savings BankPassive

Notable overlap · 7 shared positions

$ADI $APH $MRVL $LOW $NEE $TJX

$244M

103 positions

#12CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 6 shared positions

$ASML $TMO $LIN $NEE $MRVL $CW

$78M

44 positions

#13MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 5 shared positions

$ASML $ADI $APH $LIN $AME

$1.0B

33 positions

#14DJE Kapital AGActive

Notable overlap · 5 shared positions

$ASML $TJX $NEE $ANET $LIN

$5.3B

124 positions

#15ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$ASML $APH $TJX $AME $TMO $PEP

$2.0B

91 positions

#16Community Financial Services Group, LLCPassive

Notable overlap · 8 shared positions

$ADI $LIN $NEE $APH $ANET $PNC

$655M

539 positions

#17NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 6 shared positions

$ASML $NEE $TMO $LOW $TJX $UNP

$2.7B

200 positions

#18ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$ASML $TJX $ADI $LIN $PNC

$713M

97 positions

#19Ironvine Capital Partners, LLCActive

Notable overlap · 6 shared positions

$ADI $APH $ASML $TMO $LOW $UNP

$1.1B

57 positions

#20FULTON BREAKEFIELD BROENNIMAN LLCPassive

Notable overlap · 5 shared positions

$ASML $TJX $LOW $NEE $LIN

$1.7B

208 positions

#21LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$TJX $TMO $ASML $NXPI $ADI $ABT

$10.8B

564 positions

#22Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$ASML $ANET $NEE $LOW $PEP $ABT

$221M

41 positions

#23WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$TJX $NEE $LIN $TMO $ASML $PEP

$1.3B

73 positions

#24FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$APH $TMO $LIN $AME $ADI $PEP

$22.1B

106 positions

#25Renaissance Investment Group LLCPassive

Notable overlap · 6 shared positions

$TJX $APH $NEE $TMO $UNP $NXPI

$508M

84 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.