What hedge funds are most similar to Williams Jones Wealth Management, LLC.?

The funds with the most similar 13F portfolios to Williams Jones Wealth Management, LLC. are CARDEROCK, HOWLAND, Bath Savings, based on overlapping conviction holdings in the latest SEC filings.

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 Williams Jones Wealth

13F Portfolio OverlapQ2 2026Williams Jones Wealth portfolio →

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Most similar hedge funds by 13F overlap

Williams Jones Wealth Management, LLC. is an institutional investor managing $8.9B across 547 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 Williams Jones Wealth are CARDEROCK, HOWLAND, Bath Savings, with shared positions in $APH, $IDXX, $ORLY, $SHW, $PWR, $ADP. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$APH $IDXX $ORLY $SHW $PWR $ADP

$435M

70 positions

#2HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$ECL $TJX $APH $ORLY $IDXX $ADP

$2.9B

286 positions

#3Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$ECL $TJX $APH $ADP $SHW $IDXX

$966M

178 positions

#4MCDANIEL TERRY & COActive

Notable overlap · 8 shared positions

$ECL $ETN $APH $DOV $ADP $CTAS

$1.3B

81 positions

#5DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$ETN $ECL $ORLY $SHW $PWR $DOV

$121M

100 positions

#6Ayrshire Capital Management LLCPassive

Notable overlap · 7 shared positions

$ETN $ECL $TJX $APH $DHR $BX

$219M

50 positions

#7AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$ETN $ECL $TJX $APH $UBER

$1.6B

120 positions

#8HFR Wealth Management, LLCActive

Notable overlap · 8 shared positions

$TJX $APH $DOV $ADP $DHR $STE

$410M

53 positions

#9WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$ECL $TJX $ADP $APH $DHR $SHW

$947M

155 positions

#10HARVEY INVESTMENT CO LLCActive

Notable overlap · 6 shared positions

$TJX $APH $IDXX $MTD $ORLY $STE

$926M

100 positions

#11Robbins FarleyPassive

Notable overlap · 6 shared positions

$ETN $TJX $SHW $PWR $ECL $UBER

$262M

158 positions

#12Capital Investment Services of America, Inc.Active

Notable overlap · 6 shared positions

$ECL $TJX $IDXX $PWR $DHR $ADP

$1.0B

83 positions

#13SHUTTLEWORTH & CoPassive

Notable overlap · 5 shared positions

$ETN $TJX $APH $SHW $CTAS

$125M

51 positions

#14Suncoast Equity ManagementActive

Notable overlap · 7 shared positions

$ETN $TJX $APH $UBER $CTAS $SHW

$798M

63 positions

#15ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 5 shared positions

$ETN $TJX $APH $SHW $CTAS

$1.2B

215 positions

#16NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ETN $TJX $IDXX $ADP $DHR

$341M

91 positions

#17Reynders McVeigh Capital Management, LLCActive

Notable overlap · 7 shared positions

$TJX $APH $DHR $UBER $VRT $ATR

$2.3B

196 positions

#18Raub Brock Capital Management LPActive

Some overlap · 5 shared positions

$ETN $TJX $APH $SHW $ADP

$326M

47 positions

#19McKinley Carter Wealth Services, Inc.Active

Some overlap · 5 shared positions

$TJX $APH $DOV $ORLY $PWR

$2.0B

323 positions

#20JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 7 shared positions

$TJX $APH $IDXX $SHW $CTAS $ADP

$4.1B

83 positions

#21DILLON & ASSOCIATES INCActive