What hedge funds are most similar to FRANKLIN STREET ADVISORS INC /NC?

The funds with the most similar 13F portfolios to FRANKLIN STREET ADVISORS INC /NC are WINDWARD /CA, CHILTON, ALTA /, 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 FRANKLIN STREET ADVISORS /NC

13F Portfolio OverlapQ1 2026FRANKLIN STREET ADVISORS /NC portfolio →

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Most similar hedge funds by 13F overlap

FRANKLIN STREET ADVISORS INC /NC is an institutional investor managing $1.8B across 176 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 FRANKLIN STREET ADVISORS /NC are WINDWARD /CA, CHILTON, ALTA /, with shared positions in $CME, $TJX, $LIN, $TMO, $DIS, $TER. The full ranking of 25 similar funds is below.

#1WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$CME $TJX $LIN $TMO $DIS $TER

$1.2B

69 positions

#2CHILTON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TJX $TMO $LIN $GEV $AXP $LOW

$2.9B

658 positions

#3ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 6 shared positions

$TMO $TJX $ETN $CME $CTAS $LOW

$1.3B

100 positions

#4Bluebird Wealth Management LLCPassive

Some overlap · 6 shared positions

$TJX $LIN $AXP $SHOP $ETN $TER

$98M

77 positions

#5Renaissance Investment Group LLCPassive

Some overlap · 4 shared positions

$TMO $TJX $MLM $GEV

$465M

81 positions

#6EagleClaw Capital Managment, LLCActive

Some overlap · 6 shared positions

$CME $LIN $TJX $ETN $LOW $BA

$714M

145 positions

#7Longview Partners (Guernsey) LTDActive

Some overlap · 4 shared positions

$TMO $CME $AXP $IQV

$7.1B

25 positions

#8DAVIS-REA LTD.Passive

Some overlap · 5 shared positions

$TMO $LIN $SHOP $DIS $CTAS

$384M

54 positions

#9GARRISON BRADFORD & ASSOCIATES INCActive

Some overlap · 4 shared positions

$TMO $TJX $CG $LOW

$88M

38 positions

#10Mirova US LLCActive

Some overlap · 4 shared positions

$TMO $TJX $SHOP $LOW

$8.8B

42 positions

#11Codex Capital Asset Management L.L.C.Active

Some overlap · 5 shared positions

$TMO $GEV $SHOP $ETN $BA

$259M

31 positions

#12MeadowBrook Investment Advisors LLCPassive

Some overlap · 6 shared positions

$LIN $TMO $AXP $ETN $BA $DIS

$113M

186 positions

#13Reliant Investment Management, LLCPassive

Some overlap · 4 shared positions

$TMO $LIN $AXP $ETN

$207M

53 positions

#14Brentview Investment Management LLCPassive

Some overlap · 4 shared positions

$CME $TJX $LIN $LOW

$231M

63 positions

#15D1 Capital Partners L.P.Active

Some overlap · 4 shared positions

$TMO $MLM $DASH $DIS

$11.2B

44 positions

#16BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$TJX $LIN $TMO $ETN $LOW

$7.8B

1,278 positions

#17Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$TJX $LIN $AXP $TMO $LOW

$272M

95 positions

#18MCCARTER PRIVATE WEALTH SERVICES LLCPassive

Some overlap · 5 shared positions

$TJX $TMO $ETN $GEV $AXP

$230M

171 positions

#19McLaughlin Asset Management, Inc.Passive

Some overlap · 5 shared positions

$TJX $GEV $AXP $TMO $LIN

$105M

91 positions

#20Mendel Money ManagementPassive

Some overlap · 4 shared positions

$TMO $LIN $GEV $LOW

$239M

137 positions

#21CONNORS INVESTOR SERVICES INCActive

Some overlap · 5 shared positions

$TJX $LIN $DASH $ETN $LOW

$1.1B

149 positions

#22ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 5 shared positions

$TJX $MLM $CG $TER $DASH

$59.5B

102 positions

#23Providence Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$TMO $LIN $TJX $ETN $DIS

$613M

200 positions

#24DAVIS R M INCActive

Some overlap · 5 shared positions

$TJX $LIN $TMO $ETN $IDXX

$5.6B

273 positions

#25Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 4 shared positions

$TMO $LIN $CTAS $IDXX

$672M

27 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.