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

13F Portfolio OverlapQ2 2026WINDWARD portfolio →

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Most similar hedge funds by 13F overlap

WINDWARD CAPITAL MANAGEMENT CO /CA is an institutional investor managing $1.3B across 73 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 WINDWARD are Platform Wealth, Brentview Investment, Aull & Monroe Investment, with shared positions in $MAR, $BLK, $CVS, $TJX, $CRM, $CME. The full ranking of 25 similar funds is below.

#1Platform Wealth Management, LLCActive

Notable overlap · 10 shared positions

$MAR $BLK $CVS $TJX $CRM $CME

$273M

57 positions

#2Brentview Investment Management LLCActive

Notable overlap · 8 shared positions

$LIN $NEE $TJX $CME $BLK $PEP

$253M

63 positions

#3Aull & Monroe Investment Management CorpPassive

Notable overlap · 11 shared positions

$CMI $NEE $CME $STX $PEP $LMT

$239M

126 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$MAR $BLK $NEE $LMT $DIS $AMGN

$529M

75 positions

#5Haverford Financial Services, Inc.Active

Notable overlap · 9 shared positions

$NEE $BLK $TJX $PEP $ACN $TMO

$339M

49 positions

#6FRANKLIN STREET ADVISORS INC /NCActive

Notable overlap · 10 shared positions

$BLK $TJX $LIN $TER $CME $TMO

$1.8B

176 positions

#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TJX $BLK $NEE $LIN $PEP $TMO

$499M

73 positions

#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 12 shared positions

$TJX $LIN $NEE $TMO $PEP $ASML

$8.0B

1,334 positions

#9Haverford Trust CoActive

Notable overlap · 9 shared positions

$BLK $TJX $NEE $PEP $TMO $ACN

$11.6B

424 positions

#10CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$LIN $NEE $TJX $PEP $TMO $ZTS

$767M

184 positions

#11PIONEER TRUST BANK N A/ORPassive

Notable overlap · 10 shared positions

$BLK $NEE $TJX $PEP $DIS $ACN

$441M

87 positions

#12BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$LIN $DHI $NEE $LMT $PEP $TMO

$453M

121 positions

#13Strategic Wealth Investment Group, LLCPassive

Notable overlap · 9 shared positions

$NEE $LIN $CRM $PEP $TMO $BA

$825M

104 positions

#14Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$LIN $LMT $CME $CNI $PEP $DUK

$199M

38 positions

#15Wallington Asset Management, LLCActive

Notable overlap · 8 shared positions

$LIN $CMI $TJX $DIS $PEP $DE

$814M

61 positions

#16CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$NEE $BLK $CVS $PEP $CARR $DE

$1.1B

157 positions

#17S.E.E.D. Planning Group LLCPassive

Notable overlap · 5 shared positions

$LIN $NEE $LMT $PEP $TMO

$379M

88 positions

#18CINCINNATI INSURANCE COActive

Notable overlap · 7 shared positions

$CMI $TJX $BLK $PEP $ACN $TMO

$6.9B

64 positions

#19Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LIN $TJX $LMT $CVS $DUK $AMGN

$297M

103 positions

#20Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

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

$358M

74 positions

#21ClearAlpha Technologies LPPassive

Notable overlap · 5 shared positions

$TER $BLK $CME $STX $ASML

$58M

79 positions

#22Ironwood Investment Counsel, LLCPassive

Notable overlap · 9 shared positions

$TER $LMT $CMI $ACN $PEP $CRM

$762M

267 positions

#23PineStone Asset Management Inc.Active

Notable overlap · 6 shared positions

$LIN $TJX $CME $CNI $PEP $CARR

$16.2B

44 positions

#24Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$NEE $BLK $TJX $TMO $CME $ASML

$170M

61 positions

#25Marietta Wealth Management, LLCActive

Notable overlap · 9 shared positions

$LIN $BLK $NEE $MAR $TMO $PEP

$971M

133 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.