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 WEBSTER BANK, N. A.

13F Portfolio OverlapQ1 2026WEBSTER BANK, N. A. portfolio →

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Most similar hedge funds by 13F overlap

WEBSTER BANK, N. A. is an institutional investor managing $1.1B across 682 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 WEBSTER BANK, N. A. are AssuredPartners Investment Advisors,, CASTLE WEALTH, United Asset Strategies,, with shared positions in $WT, $JHG, $BAC, $DHR, $LRCX, $TMO. The full ranking of 25 similar funds is below.

#1AssuredPartners Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $BAC $DHR $LRCX

$919M

402 positions

#2CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$WT $JHG $TMO $ETN $CRM

$309M

132 positions

#3United Asset Strategies, Inc.Passive

Some overlap · 6 shared positions

$WT $BAC $TMO $ETN $SCHW $ECL

$1.3B

257 positions

#4tru Independence LLCPassive

Some overlap · 4 shared positions

$WT $JHG $BAC $CRM

$202M

102 positions

#5WT Wealth ManagementPassive

Some overlap · 4 shared positions

$WT $JHG $SCHW $WM

$336M

138 positions

#6McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$WT $TMO $LRCX $SCHW $HON

$885M

121 positions

#7Advisory Resource GroupPassive

Some overlap · 7 shared positions

$JHG $DHR $SCHW $GD $BKR $CRM

$581M

172 positions

#8Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $TMO

$136M

108 positions

#9VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 3 shared positions

$WT $JHG $TMO

$301M

176 positions

#10Canandaigua National Trust Co of FloridaPassive

Some overlap · 6 shared positions

$WT $BAC $DHR $SCHW $BKR $CRM

$125M

108 positions

#11AlphaCore Capital LLCPassive

Some overlap · 3 shared positions

$WT $JHG $DHR

$4.2B

1,202 positions

#12Harbour Wealth Management Group, Inc.Passive

Some overlap · 3 shared positions

$WT $JHG $ETN

$133M

89 positions

#13Anfield Capital Management, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $FAST

$363M

715 positions

#14Whalen Wealth Management Inc.Passive

Some overlap · 4 shared positions

$JHG $WT $BAC $LRCX

$187M

174 positions

#15Brown Financial AdvisorsPassive

Some overlap · 5 shared positions

$JHG $TMO $BAC $ETN $LRCX

$264M

209 positions

#16AIFG Consultants Ltd.

Some overlap · 3 shared positions

$WT $JHG $BAC

$58M

54 positions

#17Astoria Portfolio Advisors LLC.Passive

Some overlap · 5 shared positions

$WT $BAC $TMO $LRCX $SCHW

$470M

296 positions

#18Andina Capital Management, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $LRCX

$113M

119 positions

#19Gradient Investments LLCPassive

Some overlap · 5 shared positions

$JHG $TMO $ETN $BAC $LRCX

$6.5B

420 positions

#20Value Investment Professionals, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $SCHW

$89M

81 positions

#21BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$WT $JHG $SCHW

$129M

217 positions

#22Ameritas Advisory Services, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $SCHW

$2.6B

1,075 positions

#23Castle Rock Wealth Management, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $ETN

$462M

262 positions

#24Symphony Financial Services, Inc.Passive

Some overlap · 4 shared positions

$WT $JHG $DHR $HON

$195M

99 positions

#25CLG LLCActive

Some overlap · 6 shared positions

$WT $JHG $CRM $LRCX $ECL $HON

$403M

134 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.