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Hedge Funds Similar to FORT WASHINGTON INVESTMENT ADVISORS

13F Portfolio OverlapQ3 2026FORT WASHINGTON INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ is an institutional investor managing $19.7B across 437 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 FORT WASHINGTON INVESTMENT ADVISORS are CALEDONIA INVESTMENTS PLC, CANTOR FITZGERALD INVESTMENT ADVISORS, Voya Financial Advisors, with shared positions in $CTAS, $PM, $SCHW, $TXN, $FITB, $MDT. The full ranking of 25 similar funds is below.

#1CALEDONIA INVESTMENTS PLCActive
Some overlap · 4 shared positions
$CTAS$PM$SCHW$TXN
$890M
15 positions
#2CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 8 shared positions
$FITB$PM$MDT$TXN$BMY$SWK
$3.3B
229 positions
#3Voya Financial Advisors, Inc.Smart money
Some overlap · 7 shared positions
$PM$SCHW$MDT$BDX$DIS$ABNB
$1.1B
208 positions
#4FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$PM$SCHW$MDT$DE$BDX$CCZ
$355M
257 positions
#5Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$CTAS$SCHW$DE
$1.1B
108 positions
#6TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$PM$SCHW$MDT$BDX$TXN$CCZ
$143M
104 positions
#7LeClair Wealth Partners LLCPassive
Some overlap · 5 shared positions
$CTAS$CINF$TXN$KLAC$BMY
$193M
132 positions
#8CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$CTAS$MDT$DE$TXN
$4.2B
299 positions
#9SPWM Advisors LLCActive
Some overlap · 6 shared positions
$PM$SCHW$MDT$BDX$ABNB$DIS
$108M
90 positions
#10Oregon Pacific Wealth Management, LLCActive
Some overlap · 6 shared positions
$PM$SCHW$MDT$BDX$ABNB$DIS
$108M
114 positions
#11DLK Investment Management, LLCPassive
Some overlap · 6 shared positions
$SCHW$MDT$DE$BDX$TXN$DIS
$275M
99 positions
#12CRUX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$PM$SCHW$MDT$BDX$DIS$CCZ
$289M
192 positions
#13PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$CTAS$BDX$CINF
$209M
54 positions
#14Independence Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$PM$SCHW$BDX$MDT$DIS$CCZ
$199M
85 positions
#15Meriwether Wealth & Planning, LLCActive
Some overlap · 6 shared positions
$SCHW$MDT$DE$BDX$KLAC$CCZ
$222M
872 positions
#16Hillman Capital Management, Inc.Passive
Some overlap · 8 shared positions
$BDX$BA$CRM$BMY$IFF$DIS
$138M
54 positions
#17First Eagle Investment Management, LLCActive
Some overlap · 6 shared positions
$PM$MDT$BDX$CRM$IFF$CCZ
$59.9B
424 positions
#18CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$PM$SCHW$MDT$DE$CCZ
$857M
179 positions
#19Tranquilli Financial Advisor LLCPassive
Some overlap · 5 shared positions
$PM$SCHW$MDT$BDX$CCZ
$186M
135 positions
#20ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$PM$SCHW$MDT$BDX$CCZ
$1.5B
282 positions
#21Keystone Financial ServicesActive
Some overlap · 5 shared positions
$PM$SCHW$MDT$BDX$CCZ
$388M
131 positions
#22MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CTAS$BMY$ABNB
$249M
160 positions
#23CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$SCHW$MDT$DE$BDX$TXN
$1.1B
157 positions
#24JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PM$MDT$BA$TXN$CRM$DIS
$140M
170 positions
#25LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$CINF$PM$SCHW$TXN
$17.5B
169 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.