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 Saturna

13F Portfolio OverlapQ1 2026Saturna portfolio →

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Most similar hedge funds by 13F overlap

Saturna Capital CORP is an institutional investor managing $7.1B across 148 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 Saturna are TRILLIUM ASSET ,, Avantyr Partners,, FIGURE 8 INVESTMENT STRATEGIES, with shared positions in $TJX, $ASML, $AZN, $TT, $NOW, $ETN. The full ranking of 25 similar funds is below.

#1TRILLIUM ASSET MANAGEMENT, LLCActive

Notable overlap · 10 shared positions

$TJX $ASML $AZN $TT $NOW $ETN

$3.0B

230 positions

#2Avantyr Capital Partners, LPActive

Notable overlap · 3 shared positions

$ASML $JCI $LIN

$2.1B

22 positions

#3FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 6 shared positions

$TJX $TT $ASML $AZN $SYK $LIN

$102M

56 positions

#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ASML $AZN $SYK $CHD $NVS $ABT

$2.1B

122 positions

#5ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 8 shared positions

$TJX $ASML $AZO $ETN $WM $LECO

$1.3B

100 positions

#6Harrington Investments, INCPassive

Notable overlap · 8 shared positions

$TJX $CHD $SYK $ASML $ITW $JCI

$190M

84 positions

#7GRANDFIELD & DODD, LLCPassive

Notable overlap · 8 shared positions

$JCI $SYK $TRMB $ITW $LIN $NVS

$1.8B

209 positions

#8Walter Public Investments Inc.Passive

Notable overlap · 5 shared positions

$ASML $TT $AZO $CHD $TXN

$418M

48 positions

#9Cartenna Capital, LPPassive

Notable overlap · 6 shared positions

$ASML $TT $ETN $LIN $LECO $CL

$2.7B

47 positions

#10ABN AMRO Bank N.V.Active

Notable overlap · 6 shared positions

$TT $AZN $TJX $SYK $LIN $NOW

$9.3B

228 positions

#11HALL LAURIE J TRUSTEEPassive

Notable overlap · 8 shared positions

$TJX $SYK $ROK $AMD $WM $NVS

$283M

104 positions

#12Terra Alpha Investments LLC

Notable overlap · 7 shared positions

$TT $NOW $ROK $SYK $AMD $ETN

$98M

32 positions

#13CHILTON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$TJX $AZN $LOW $AMD $ASML $LIN

$2.9B

658 positions

#14ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TJX $ASML $AZN $LIN $NVS $UL

$723M

93 positions

#15Baker Chad RActive

Notable overlap · 9 shared positions

$TJX $ROK $LOW $AMD $SYK $WM

$530M

56 positions

#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$TJX $SYK $NOW $CHD $ASML $LOW

$10.0B

560 positions

#17Henry James International Management Inc.Passive

Notable overlap · 4 shared positions

$ASML $AZN $NVO $NVS

$277M

94 positions

#18Cox Capital Mgt LLCPassive

Notable overlap · 5 shared positions

$ASML $AZN $AMD $NVO $ABT

$151M

73 positions

#19Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$TJX $SYK $LOW $ETN $WM $TXN

$336M

46 positions

#20Invera Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $TT $JCI $AMD $ETN $APD

$156M

98 positions

#21NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$TJX $SYK $ETN $LIN $AMD $NVO

$326M

86 positions

#22Birch Hill Investment Advisors LLCActive

Notable overlap · 6 shared positions

$TJX $ASML $ROK $GWW $LECO $TT

$2.2B

195 positions

#23MayTech Global Investments, LLCSmart money

Notable overlap · 3 shared positions

$ASML $SYK $NOW

$820M

23 positions

#24Rempart Asset Management Inc.Active

Notable overlap · 6 shared positions

$JCI $SYK $LOW $CNI $CL $TRMB

$475M

36 positions

#25ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$ASML $SYK $TJX $CHD $JCI $TXN

$1.7B

86 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.