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 WINDWARD /CA

13F Portfolio OverlapQ1 2026WINDWARD /CA portfolio →

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Most similar hedge funds by 13F overlap

WINDWARD CAPITAL MANAGEMENT CO /CA is an institutional investor managing $1.2B across 69 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 WINDWARD /CA are Platform Wealth ,, Aull & Monroe Investment, Brentview Investment, with shared positions in $MAR, $CRM, $TJX, $ACN, $CME, $CVS. The full ranking of 25 similar funds is below.

#1Platform Wealth Management, LLC

Notable overlap · 10 shared positions

$MAR $CRM $TJX $ACN $CME $CVS

$376M

60 positions

#2Aull & Monroe Investment Management CorpPassive

Notable overlap · 10 shared positions

$CME $CMI $NEE $STX $LMT $DUK

$215M

125 positions

#3Brentview Investment Management LLCPassive

Notable overlap · 6 shared positions

$LIN $NEE $CME $TJX $WELL $WM

$231M

63 positions

#4CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$TJX $LIN $NEE $TMO $ACN $ZTS

$739M

164 positions

#5Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$LIN $CME $LMT $CNI $DUK $WM

$199M

40 positions

#6Sierra Legacy GroupPassive

Notable overlap · 6 shared positions

$LMT $TJX $CMI $ACN $ZTS $TMO

$131M

77 positions

#7S.E.E.D. Planning Group LLCPassive

Notable overlap · 5 shared positions

$LIN $NEE $LMT $TMO $ACN

$344M

89 positions

#8Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$LIN $LMT $TJX $TMO $DUK $AMGN

$353M

78 positions

#9Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 10 shared positions

$NEE $LIN $ACN $DIS $ZTS $BA

$974M

782 positions

#10Canoe Financial LPActive

Notable overlap · 8 shared positions

$LMT $CME $CVS $TJX $CNI $DE

$7.3B

112 positions

#11DJE Kapital AGActive

Notable overlap · 5 shared positions

$LIN $NEE $TJX $CRM $ASML

$4.5B

113 positions

#12BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 11 shared positions

$TJX $LIN $NEE $TMO $DUK $ACN

$7.8B

1,278 positions

#13Mirova US LLCActive

Notable overlap · 6 shared positions

$NEE $TJX $ACN $TMO $CRM $WM

$8.8B

42 positions

#14FRANKLIN STREET ADVISORS INC /NCActive

Notable overlap · 8 shared positions

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

$1.6B

172 positions

#15Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$NEE $TJX $ACN $TMO $LIN $WM

$336M

46 positions

#16Wallington Asset Management, LLCActive

Notable overlap · 6 shared positions

$LIN $TJX $CMI $DIS $DE $AMGN

$752M

61 positions

#17Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 9 shared positions

$TJX $CMI $NEE $CRM $ACN $DE

$649M

186 positions

#18BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TJX $NEE $LIN $TMO $NKE $ZTS

$506M

75 positions

#19AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$NEE $TJX $TMO $ACN $CARR $AMGN

$1.4B

114 positions

#20SCHARF INVESTMENTS, LLCActive

Notable overlap · 9 shared positions

$CME $LMT $ZTS $TMO $DIS $OTIS

$3.2B

70 positions

#21Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$MAR $NEE $LMT $ACN $AMGN

$170M

48 positions

#22NOESIS CAPITAL MANGEMENT CORPPassive

Notable overlap · 5 shared positions

$NEE $LIN $CMI $DIS $NKE

$676M

125 positions

#23EagleClaw Capital Managment, LLCActive

Notable overlap · 8 shared positions

$LIN $CME $TJX $NKE $LMT $MAR

$714M

145 positions

#24PIONEER TRUST BANK N A/ORPassive

Notable overlap · 8 shared positions

$NEE $ACN $TJX $DIS $CRM $NKE

$412M

83 positions

#25Atala Financial IncPassive

Notable overlap · 6 shared positions

$MAR $TJX $CRM $ACN $DIS $DE

$149M

117 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.