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Hedge Funds Similar to WHITTIER OF NEVADA

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

WHITTIER TRUST CO OF NEVADA INC is an institutional investor managing $4.9B across 1,411 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 OF NEVADA are WHITTIER, LOWE BROCKENBROUGH &, Tandem Investment Partners, with shared positions in $TJX, $MDY, $NET, $HON, $TMO, $DHR. The full ranking of 25 similar funds is below.

#1WHITTIER TRUST COPassive
Some overlap · 12 shared positions
$TJX$MDY$NET$HON$TMO$DHR
$8.9B
1,343 positions
#2LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 6 shared positions
$TJX$TMO$DHR$PM$NSC$PNC
$2.0B
329 positions
#3Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MDY$TJX$TMO$DHR$HON
$118M
73 positions
#4Crestwood Advisors Group, LLCPassive
Some overlap · 5 shared positions
$TJX$HON$TMO$DHR$APH
$5.9B
766 positions
#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TJX$HON$TMO$DHR$APH
$506M
75 positions
#6NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$TJX$HON$TMO$DHR$ISRG
$2.4B
189 positions
#7CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$TJX$HON$TMO$PM$NSC
$5.0B
55 positions
#8Baker Chad RActive
Some overlap · 5 shared positions
$TJX$NET$DHR$APH$NSC
$530M
56 positions
#9Alecta Tjanstepension OmsesidigtActive
Some overlap · 5 shared positions
$TJX$TMO$DHR$APH$PNC
$20.5B
78 positions
#10YHB Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$TJX$TMO$DHR$APH$ISRG
$1.4B
298 positions
#11DUNCKER STREETT & CO INCPassive
Some overlap · 5 shared positions
$TJX$TMO$DHR$APH$ISRG
$526M
535 positions
#12PINCUS CAPITAL MANAGEMENT, LPActive
Slight overlap · 5 shared positions
$MDY$TMO$NSC$ISRG$DHR
$144M
50 positions
#13FineMark National Bank & Trust
Slight overlap · 4 shared positions
$TJX$MDY$HON$DHR
$3.2B
452 positions
#14Sky Investment Group LLCPassive
Slight overlap · 5 shared positions
$HON$TMO$DHR$PM$PNC
$583M
140 positions
#15Trifecta Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$TJX$MDY$TMO$ISRG
$646M
274 positions
#16WASHINGTON TRUST CoActive
Slight overlap · 4 shared positions
$TJX$MDY$TMO$ISRG
$3.0B
281 positions
#17McLaughlin Asset Management, Inc.Passive
Slight overlap · 4 shared positions
$TJX$MDY$TMO$ISRG
$105M
91 positions
#181ST SOURCE BANKActive
Slight overlap · 5 shared positions
$MDY$HON$TJX$TMO$NSC
$1.9B
286 positions
#19NZS Capital, LLCActive
Slight overlap · 5 shared positions
$NET$DHR$APH$MPWR$ISRG
$3.0B
58 positions
#20Legacy Wealth Management, LLC / MSActive
Slight overlap · 4 shared positions
$TJX$HON$TMO$DHR
$351M
106 positions
#21Unisphere EstablishmentActive
Slight overlap · 4 shared positions
$TJX$HON$TMO$DHR
$11.9B
50 positions
#22FIRST MERCHANTS CORPActive
Slight overlap · 4 shared positions
$TJX$MDY$HON$APH
$2.6B
359 positions
#23NORTHSTAR ASSET MANAGEMENT CoActive
Slight overlap · 4 shared positions
$MDY$HON$TMO$DHR
$445M
138 positions
#24Osprey Private Wealth LLCActive
Slight overlap · 4 shared positions
$TJX$TMO$HON$DHR
$345M
77 positions
#25Haverford Trust CoActive
Slight overlap · 4 shared positions
$TJX$HON$TMO$PM
$10.9B
419 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.