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 SMITHBRIDGE ASSET

13F Portfolio OverlapQ3 2026SMITHBRIDGE ASSET portfolio →

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Most similar hedge funds by 13F overlap

SMITHBRIDGE ASSET MANAGEMENT INC/DE is an institutional investor managing $741M across 187 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SMITHBRIDGE ASSET are Essential Investment Partners, Oakmont Investment Advisors, CMH Wealth, with shared positions in $TJX, $URI, $ECL, $SYK, $QCOM, $LMT. The full ranking of 25 similar funds is below.

#1Essential Investment Partners LLCPassive

Notable overlap · 8 shared positions

$TJX $URI $ECL $SYK $QCOM $LMT

$125M

312 positions

#2Oakmont Investment Advisors, Inc.Passive

Notable overlap · 8 shared positions

$VRT $QCOM $SYK $MDT $URI $NVO

$148M

114 positions

#3CMH Wealth Management LLCPassive

Notable overlap · 6 shared positions

$VRT $TJX $SYK $DE $PEP $NVS

$664M

112 positions

#4NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 7 shared positions

$TJX $QCOM $SYK $NVO $PEP $FISV

$1.7B

110 positions

#5WD RUTHERFORD LLCPassive

Some overlap · 6 shared positions

$VRT $TJX $URI $APP $SYK $HONA

$263M

78 positions

#6Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TJX $QCOM $LMT $SYK $ABT $PEP

$455M

118 positions

#7Blue Whale Capital LLPActive

Some overlap · 5 shared positions

$VRT $APP $HON $APO $HONA

$3.2B

27 positions

#8HALL LAURIE J TRUSTEEPassive

Some overlap · 7 shared positions

$TJX $NVS $ROK $SYK $ABT $PEP

$314M

98 positions

#9Eukles Asset ManagementPassive

Some overlap · 7 shared positions

$TJX $URI $ROK $NVO $LH $DE

$242M

228 positions

#10MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Some overlap · 4 shared positions

$VRT $AJG $ECL $FISV

$635M

146 positions

#11CINCINNATI FINANCIAL CORPActive

Some overlap · 7 shared positions

$TJX $QCOM $AJG $HON $HONA $ACN

$5.2B

56 positions

#12Bath Savings Trust CoActive

Some overlap · 7 shared positions

$TJX $ECL $SYK $AJG $ABT $PEP

$966M

178 positions

#13WORMSER FRERES GESTIONActive

Some overlap · 4 shared positions

$VRT $ECL $SYK $ABT

$181M

71 positions

#14Aster Capital Management (DIFC) LtdPassive

Some overlap · 7 shared positions

$QCOM $APO $APP $AJG $PEP $HON

$470M

808 positions

#15Mirova US LLCActive

Some overlap · 4 shared positions

$VRT $TJX $ECL $ACN

$9.3B

45 positions

#16Titan Investment Management LLCActive

Some overlap · 4 shared positions

$VRT $LMT $APO $PEP

$137M

40 positions

#17Optimist Retirement Group LLCActive

Some overlap · 6 shared positions

$QCOM $NVS $LMT $NVO $PEP $UL

$259M

118 positions

#18HEADINVEST, LLCPassive

Some overlap · 8 shared positions

$ECL $TJX $NVO $MDT $NVS $PEP

$536M

217 positions

#19Seascape Capital ManagementPassive

Some overlap · 3 shared positions

$VRT $QCOM $APP

$417M

96 positions

#20Tufton Capital ManagementPassive

Some overlap · 5 shared positions

$TJX $QCOM $LMT $MDT $ABT

$583M

131 positions

#21Haverford Financial Services, Inc.Active

Some overlap · 7 shared positions

$TJX $SYK $MDT $PEP $HON $HONA

$339M

49 positions

#22Harrington Investments, INCPassive

Some overlap · 5 shared positions

$TJX $QCOM $ECL $SYK $DE

$209M

80 positions

#23LYNX CAPITAL GROUP LTD /ADVPassive

Some overlap · 6 shared positions

$TJX $QCOM $ABT $HON $HONA $ACN

$248M

91 positions

#24WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 7 shared positions

$AJG $LMT $SYK $ABT $HON $HONA

$2.1B

131 positions

#25Argo Wealth Advisory, LLCActive

Some overlap · 7 shared positions

$AJG $LMT $SYK $PEP $HON $HONA

$181M

50 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.