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 WINSLOW ASSET

13F Portfolio OverlapQ2 2026WINSLOW ASSET portfolio →

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Most similar hedge funds by 13F overlap

WINSLOW ASSET MANAGEMENT INC is an institutional investor managing $575M across 82 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 WINSLOW ASSET are Buttonwood Financial Advisors, FRANKLIN STREET ADVISORS, MeadowBrook Investment Advisors, with shared positions in $TER, $SCHW, $AXP, $DIS, $LIN, $ETN. The full ranking of 25 similar funds is below.

#1Buttonwood Financial Advisors Inc.Active

Notable overlap · 4 shared positions

$TER $SCHW $AXP $DIS

$329M

110 positions

#2FRANKLIN STREET ADVISORS INC /NCActive

Notable overlap · 7 shared positions

$AXP $LIN $TER $ETN $DIS $CG

$1.8B

176 positions

#3MeadowBrook Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$AXP $LIN $BA $WFC $ETN $DIS

$126M

196 positions

#4GFG Capital, LLCPassive

Notable overlap · 4 shared positions

$TER $UBER $AXP $CG

$363M

100 positions

#5WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$TER $LIN $DIS $DE $BA $AMGN

$1.3B

73 positions

#6Bluebird Wealth Management LLCPassive

Notable overlap · 5 shared positions

$TER $AXP $UBER $ETN $LIN

$115M

89 positions

#7Providence Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$DE $ETN $LIN $SLB $WFC $DIS

$660M

385 positions

#8BOWEN HANES & CO INCActive

Notable overlap · 5 shared positions

$AXP $ETN $SCHW $DE $BA

$4.1B

151 positions

#9Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$SCHW $UBER $WFC $DIS $DE $SLB

$684M

359 positions

#10Richwood Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$DE $AXP $BA $AMGN $WFC $ETN

$142M

106 positions

#11RE ADVISERS CORPActive

Notable overlap · 5 shared positions

$ETN $BA $DE $PHM $DIS

$4.0B

124 positions

#12Ironwood Investment Counsel, LLCPassive

Notable overlap · 5 shared positions

$SCHW $TER $AXP $AMGN $DIS

$762M

267 positions

#13Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$BA $AXP $WFC $AMGN $DIS $ULTA

$330M

73 positions

#14LATHROP INVESTMENT MANAGEMENT COActive

Some overlap · 4 shared positions

$TER $SCHW $SLB $DIS

$565M

89 positions

#15CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 4 shared positions

$SCHW $ETN $AXP $EOG

$195M

67 positions

#16PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 4 shared positions

$SCHW $ETN $AXP $WFC

$175M

73 positions

#17Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 6 shared positions

$DE $LIN $AMGN $WFC $DIS $BA

$1.0B

765 positions

#18CONNORS INVESTOR SERVICES INCPassive

Some overlap · 5 shared positions

$ETN $LIN $TPR $WFC $AXP

$1.2B

153 positions

#19SUMMITRY LLCPassive

Some overlap · 5 shared positions

$SCHW $UBER $ULTA $WFC $AMGN

$3.0B

340 positions

#20CLOUGH CAPITAL PARTNERS L PPassive

Some overlap · 3 shared positions

$PHM $ETN $BA

$1.2B

102 positions

#21DLK Investment Management, LLCPassive

Some overlap · 5 shared positions

$SCHW $LIN $DE $AMGN $DIS

$235M

96 positions

#22Strategic Wealth Investment Group, LLCPassive

Some overlap · 5 shared positions

$BA $UBER $AXP $LIN $ETN

$825M

104 positions

#23RFG - Bristol Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$ETN $AXP $LIN $SCHW $DE

$414M

188 positions

#24Goodman Financial CorpPassive

Some overlap · 4 shared positions

$SCHW $UBER $ETN $SLB

$647M

73 positions

#25Wilkinson Global Asset Management LLCActive

Some overlap · 6 shared positions

$DE $LIN $AMGN $UBER $DIS $WFC

$1.3B

62 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.