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Hedge Funds Similar to FORT WASHINGTON INVESTMENT ADVISORS /OH/

13F Portfolio OverlapQ1 2026FORT WASHINGTON INVESTMENT ADVISORS /OH/ portfolio →
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Most similar hedge funds by 13F overlap

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ is an institutional investor managing $19.9B across 421 U.S. equity positions as of Q1 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 /OH/ are FSB PREMIER WEALTH ,, CALEDONIA INVESTMENTS PLC, Blume ,, with shared positions in $PM, $SCHW, $MDT, $DE, $AMAT, $BDX. The full ranking of 25 similar funds is below.

#1FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Notable overlap · 9 shared positions
$PM$SCHW$MDT$DE$AMAT$BDX
$319M
251 positions
#2CALEDONIA INVESTMENTS PLCSmart money
Notable overlap · 4 shared positions
$CTAS$PM$SCHW$TXN
$856M
15 positions
#3Blume Capital Management, Inc.Passive
Some overlap · 8 shared positions
$BAC$SCHW$DE$AMAT$ABNB$CCZ
$588M
337 positions
#4BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 7 shared positions
$BAC$MDT$MKL$CRM$CCZ$DIS
$176M
78 positions
#5Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$BAC$PM$MDT$BDX$UNH$CCZ
$9.8B
213 positions
#6TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$PM$SCHW$MDT$BDX$AMAT$CCZ
$132M
96 positions
#7ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$PM$SCHW$MDT$BDX$AMAT$CCZ
$1.4B
261 positions
#8SPWM Advisors LLCPassive
Some overlap · 7 shared positions
$PM$SCHW$AMAT$BDX$MDT$CCZ
$115M
93 positions
#9Chapman Investment Management, LLCActive
Some overlap · 4 shared positions
$CTAS$MKL$CRM$DIS
$121M
26 positions
#10First Eagle Investment Management, LLCActive
Some overlap · 7 shared positions
$PM$MDT$TXN$CRM$BDX$CCZ
$75.6B
425 positions
#11Van Diest Capital, LLCPassive
Some overlap · 7 shared positions
$SCHW$PM$AMAT$BDX$CRM$ABNB
$127M
190 positions
#12CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$PM$MDT$SCHW$DE$AMAT$CCZ
$758M
179 positions
#13Live Oak Private Wealth LLCPassive
Some overlap · 6 shared positions
$BAC$SCHW$MKL$BA$UNH$DIS
$717M
207 positions
#14Victrix Investment AdvisorsPassive
Some overlap · 6 shared positions
$BAC$SCHW$TXN$BA$UNH$DIS
$275M
107 positions
#15Carolina Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$PM$MDT$TXN$BMY$BDX$CCZ
$240M
278 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$BAC$SCHW$TXN$BMY$UNH$CCZ
$1.4B
56 positions
#17DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$BAC$TXN$MDT$DE$CRM$DIS
$16.0B
187 positions
#18Kinsale Capital Group, Inc.Active
Some overlap · 6 shared positions
$PM$SCHW$TXN$BMY$UNH$DIS
$624M
41 positions
#19Hillman Capital Management, Inc.Passive
Some overlap · 8 shared positions
$CRM$BMY$BDX$BA$UNH$CCZ
$144M
56 positions
#20Mengis Capital Management, Inc.Passive
Some overlap · 6 shared positions
$PM$MDT$DE$BAC$BA$SCHW
$581M
212 positions
#21CRUX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$PM$SCHW$BDX$AMAT$MDT$CCZ
$261M
181 positions
#22CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 6 shared positions
$BAC$PM$CRM$BMY$AMAT$DIS
$150M
86 positions
#23WRIGHT INVESTORS SERVICE INCPassive
Some overlap · 6 shared positions
$BAC$SCHW$BMY$AMAT$CRM$CCZ
$318M
148 positions
#24Phraction Management LLCActive
Some overlap · 6 shared positions
$BAC$TXN$PM$BDX$AMAT$MKL
$483M
65 positions
#25ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$SCHW$MDT$MKL$TXN$BMY
$639M
126 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.