What hedge funds are most similar to Clearbridge Investments, LLC?

The funds with the most similar 13F portfolios to Clearbridge Investments, LLC are TRILLIUM ASSET ,, Saturna, Third View Private Wealth,, based on overlapping conviction holdings in the latest SEC filings.

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 Clearbridge Investments,

13F Portfolio OverlapQ1 2026Clearbridge Investments, portfolio →

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Most similar hedge funds by 13F overlap

Clearbridge Investments, LLC is an institutional investor managing $114.9B across 690 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 Clearbridge Investments, are TRILLIUM ASSET ,, Saturna, Third View Private Wealth,, with shared positions in $LIN, $ASML, $ETN, $VRTX, $AZN, $TJX. The full ranking of 25 similar funds is below.

#1TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 9 shared positions

$LIN $ASML $ETN $VRTX $AZN $TJX

$3.0B

230 positions

#2Saturna Capital CORPActive

Some overlap · 8 shared positions

$ASML $LIN $ETN $AZN $GWW $TJX

$7.1B

148 positions

#3Third View Private Wealth, LLCPassive

Some overlap · 9 shared positions

$WMB $VRTX $TXN $APD $MRSH $LIN

$730M

267 positions

#4EagleClaw Capital Managment, LLCActive

Some overlap · 8 shared positions

$LIN $WMB $ETN $TJX $PANW $APD

$714M

145 positions

#5Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$WMB $LIN $MRSH $TJX $TXN $SHW

$446M

104 positions

#6Phraction Management LLCActive

Some overlap · 7 shared positions

$WMB $LIN $ASML $TXN $TMO $BDX

$483M

65 positions

#7DAVIS R M INCActive

Some overlap · 7 shared positions

$LIN $ASML $ETN $TJX $TMO $PANW

$5.6B

273 positions

#8Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Some overlap · 7 shared positions

$MRSH $LIN $ETN $LHX $TJX $TMO

$296M

146 positions

#9GUYASUTA INVESTMENT ADVISORS INCActive

Some overlap · 7 shared positions

$LIN $ASML $TEL $TXN $TMO $PANW

$1.7B

268 positions

#10Providence Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$LIN $ETN $TJX $TXN $TMO $PANW

$613M

200 positions

#11Trifecta Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$VRTX $ETN $LHX $TJX $TMO $PANW

$646M

274 positions

#12DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 7 shared positions

$WMB $LHX $TJX $TXN $SHW $UNP

$501M

138 positions

#13MCCARTER PRIVATE WEALTH SERVICES LLCPassive

Some overlap · 7 shared positions

$VRTX $ETN $TJX $TRV $TMO $PANW

$230M

171 positions

#14BAHL & GAYNOR INCActive

Some overlap · 6 shared positions

$WMB $ETN $TEL $TJX $TXN $TRV

$19.8B

327 positions

#15NICHOLAS COMPANY, INC.Active

Some overlap · 7 shared positions

$ETN $AZN $TJX $TXN $TMO $PANW

$5.1B

203 positions

#16AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 7 shared positions

$ETN $MRSH $TJX $TXN $TMO $PANW

$1.4B

114 positions

#17ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 7 shared positions

$ASML $ETN $TJX $TMO $PANW $SHW

$1.3B

100 positions

#18OMERS ADMINISTRATION CorpActive

Some overlap · 7 shared positions

$ETN $AZN $LIN $TMO $PANW $UNP

$15.6B

1,096 positions

#19Ipswich Investment Management Co., Inc.Passive

Some overlap · 6 shared positions

$LIN $ASML $MRSH $TJX $TXN $PANW

$426M

185 positions

#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LIN $ASML $ETN $TJX $TMO $PANW

$7.8B

1,278 positions

#21BOWEN HANES & CO INCActive

Some overlap · 6 shared positions

$ASML $VRTX $ETN $TXN $PANW $UNP

$4.1B

151 positions

#22Nordwand Advisors, LLCPassive

Some overlap · 7 shared positions

$ETN $LHX $TEL $TMO $APD $UNP

$572M

150 positions

#23CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$LIN $VRTX $LHX $TJX $TMO $TMUS

$739M

164 positions

#24CONNORS INVESTOR SERVICES INCActive

Some overlap · 5 shared positions

$WMB $LIN $ETN $TJX $PANW

$1.1B

149 positions

#25Princeton Global Asset Management LLCPassive

Some overlap · 6 shared positions

$LIN $VRTX $ETN $ETR $TMUS $VRT

$613M

829 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.