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Hedge Funds Similar to WHITTIER

13F Portfolio OverlapQ1 2026WHITTIER portfolio →
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Most similar hedge funds by 13F overlap

WHITTIER TRUST CO is an institutional investor managing $8.9B across 1,343 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 WHITTIER are WHITTIER OF NEVADA, Crestwood Advisors Group,, Baker Chad R, with shared positions in $TJX, $MDY, $NET, $HON, $TMO, $DHR. The full ranking of 25 similar funds is below.

#1WHITTIER TRUST CO OF NEVADA INCPassive
Some overlap · 12 shared positions
$TJX$MDY$NET$HON$TMO$DHR
$4.9B
1,411 positions
#2Crestwood Advisors Group, LLCPassive
Some overlap · 6 shared positions
$AMAT$TJX$HON$TMO$APH$DHR
$5.9B
766 positions
#3Baker Chad RActive
Some overlap · 6 shared positions
$TJX$AMAT$NET$NSC$APH$DHR
$530M
56 positions
#4Alecta Tjanstepension OmsesidigtActive
Some overlap · 6 shared positions
$AMAT$TJX$TMO$APH$DHR$PNC
$20.5B
78 positions
#5Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$AMAT$TJX$HON$TMO$APH$COP
$587M
122 positions
#6LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 6 shared positions
$AMAT$TJX$TMO$NSC$DHR$PNC
$2.0B
329 positions
#7DARA CAPITAL US, INC.Passive
Some overlap · 6 shared positions
$AMAT$NET$TMO$DHR$CRWD$ISRG
$105M
119 positions
#8TRUST CO OF OKLAHOMAPassive
Some overlap · 6 shared positions
$AMAT$HON$TMO$DHR$APH$COP
$343M
139 positions
#9ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$AMAT$TJX$MDY$HON$COP
$228M
90 positions
#10Elefante Mark BPassive
Some overlap · 6 shared positions
$AMAT$TJX$DHR$HON$APH$CRWD
$182M
58 positions
#11DUNCKER STREETT & CO INCPassive
Some overlap · 6 shared positions
$TJX$TMO$APH$DHR$CRWD$ISRG
$526M
535 positions
#12BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$AMAT$TJX$HON$ISRG$COP
$2.4B
787 positions
#13Ironvine Capital Partners, LLCActive
Some overlap · 5 shared positions
$AMAT$HON$TMO$APH$DHR
$910M
56 positions
#14Saranac Partners LtdPassive
Some overlap · 5 shared positions
$AMAT$TJX$DHR$ISRG$COP
$234M
103 positions
#15Delaney Dennis RPassive
Some overlap · 5 shared positions
$AMAT$TJX$DHR$HON$NSC
$282M
60 positions
#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TJX$HON$TMO$APH$DHR
$506M
75 positions
#17Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$MDY$TMO$CRWD$ISRG
$646M
274 positions
#18ALBION FINANCIAL GROUP /UTActive
Some overlap · 5 shared positions
$TJX$HON$TMO$APH$COP
$1.5B
737 positions
#19Scott & Selber, Inc.Active
Some overlap · 5 shared positions
$AMAT$HON$TMO$ISRG$COP
$387M
91 positions
#20NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$TJX$HON$TMO$DHR$ISRG
$2.4B
189 positions
#21SOMERVILLE KURT FPassive
Some overlap · 5 shared positions
$AMAT$TJX$DHR$HON$CRWD
$379M
91 positions
#22DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 4 shared positions
$AMAT$TJX$NET$TMO
$112.7B
1,002 positions
#23YHB Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$TJX$TMO$APH$DHR$ISRG
$1.4B
298 positions
#24AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$AMAT$TJX$TMO$APH
$1.4B
114 positions
#25NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 4 shared positions
$AMAT$TJX$TMO$DHR
$1.5B
139 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.