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 TRED AVON FAMILY WEALTH

13F Portfolio OverlapQ3 2026TRED AVON FAMILY WEALTH portfolio →

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Most similar hedge funds by 13F overlap

TRED AVON FAMILY WEALTH, LLC is an institutional investor managing $329M across 261 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 TRED AVON FAMILY WEALTH are Haverford, First Long Island Investors, PIONEER BANK N A, with shared positions in $NEE, $TMO, $ETN, $MCD, $PM, $PEP. The full ranking of 25 similar funds is below.

#1Haverford Trust CoActive

Some overlap · 8 shared positions

$NEE $TMO $ETN $MCD $PM $PEP

$11.6B

424 positions

#2First Long Island Investors, LLCActive

Some overlap · 8 shared positions

$NEE $ABT $ETN $APH $MCD $PM

$1.4B

73 positions

#3PIONEER TRUST BANK N A/ORPassive

Some overlap · 8 shared positions

$NEE $ABT $ETN $APH $MCD $PEP

$441M

87 positions

#4M. Kraus & CoPassive

Some overlap · 7 shared positions

$NEE $TMO $ABT $ETN $RSG $PEP

$373M

83 positions

#5BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$NEE $TMO $ABT $ETN $APH $PEP

$8.0B

1,334 positions

#6Osprey Private Wealth LLCPassive

Some overlap · 8 shared positions

$TMO $APH $NEE $MCD $PEP $TJX

$387M

88 positions

#7CAPITAL CITY TRUST CO/FLPassive

Some overlap · 7 shared positions

$NEE $TMO $ETN $MCD $PM $TJX

$484M

118 positions

#8FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$NEE $ABT $ETN $APH $PEP $TJX

$1.3B

157 positions

#9LWM Advisory Services, LLCPassive

Some overlap · 7 shared positions

$NEE $ETN $TMO $DELL $APH $BX

$56M

80 positions

#10BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$NEE $TMO $APH $PEP $TJX $VZ

$529M

72 positions

#11Blue Chip Partners, LLCActive

Some overlap · 7 shared positions

$NEE $ABT $ETN $PM $PEP $TJX

$1.6B

184 positions

#12Tandem Investment Advisors, Inc.Passive

Some overlap · 7 shared positions

$NEE $ABT $RSG $APH $MCD $PEP

$1.5B

68 positions

#13Center for Financial Planning, Inc.Smart money

Some overlap · 6 shared positions

$NEE $TMO $ABT $ETN $MCD $PEP

$1.1B

836 positions

#14Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 7 shared positions

$TMO $NEE $ABT $MCD $PM $TJX

$449M

45 positions

#15Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 7 shared positions

$NEE $ABT $APH $MCD $PM $PEP

$513M

70 positions

#16RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 7 shared positions

$NEE $ABT $APH $MCD $PEP $TJX

$794M

188 positions

#17Harbour Trust & Investment Management CoActive

Some overlap · 7 shared positions

$NEE $TMO $MCD $BX $PEP $TJX

$1.0B

160 positions

#18TRUST CO OF VERMONTPassive

Some overlap · 6 shared positions

$NEE $TMO $ETN $ABT $PEP $BLK

$2.8B

1,376 positions

#19MOTCOPassive

Some overlap · 6 shared positions

$TMO $NEE $ETN $DELL $APH $TJX

$1.2B

840 positions

#20MCCARTER PRIVATE WEALTH SERVICES LLCPassive

Some overlap · 6 shared positions

$TMO $NEE $ETN $DELL $TT $TJX

$295M

184 positions

#21Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$NEE $TMO $ABT $APH $PEP $TJX

$2.3B

275 positions

#22ALBION FINANCIAL GROUP /UTPassive

Some overlap · 7 shared positions

$TMO $RSG $APH $MCD $PEP $TJX

$1.8B

792 positions

#23BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 6 shared positions

$NEE $TMO $ABT $MCD $PEP $VZ

$453M

121 positions

#24Kennebec Savings BankPassive

Some overlap · 7 shared positions

$ETN $TMO $NEE $MCD $BX $PM

$126M

263 positions

#25BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$ABT $ETN $APH $MCD $PEP $TJX

$346M

113 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.