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Hedge Funds Similar to Perkins Coie

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

Perkins Coie Trust Co is an institutional investor managing $603M across 260 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 Perkins Coie are Estabrook, DB Fitzpatrick & ,, Stokes Advisors,, with shared positions in $CB, $ETN, $WFC, $HON, $UNP, $IBM. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive
Notable overlap · 8 shared positions
$CB$ETN$WFC$HON$UNP$IBM
$685M
380 positions
#2DB Fitzpatrick & Co, IncActive
Some overlap · 7 shared positions
$CB$ETN$SHW$DHR$ECL$UNH
$117M
106 positions
#3Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$SHW$CB$HON$UNP$IBM$SYK
$446M
104 positions
#4CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$ETN$SCHW$WFC$UNP$MDT$O
$758M
179 positions
#5CrossGen Wealth, LLCPassive
Some overlap · 6 shared positions
$ETN$CB$UNP$MDT$O$DHR
$114M
200 positions
#6LS Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$SHW$CB$DHR$IBM$ECL$SCHW
$668M
126 positions
#7Carnegie Investment CounselPassive
Some overlap · 6 shared positions
$ETN$SCHW$SHW$CB$SYK$ECL
$5.1B
559 positions
#8New Hampshire TrustPassive
Some overlap · 6 shared positions
$SCHW$ETN$CB$UNP$HON$ECL
$496M
156 positions
#9Oasis Advisors, LLCPassive
Some overlap · 5 shared positions
$SHW$ETN$IAU$UPS$WFC
$509M
210 positions
#10Winthrop Partners - WNY, LLCPassive
Some overlap · 5 shared positions
$ETN$CB$UNP$DHR$SCHW
$188M
87 positions
#11CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$ETN$CB$SCHW$WFC$MDT
$1.1B
149 positions
#12Talbot Financial, LLCActive
Some overlap · 6 shared positions
$CB$SCHW$HON$T$MDT$SYK
$1.2B
66 positions
#13ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$CB$SCHW$UNP$IBM$MDT$UPS
$639M
126 positions
#14GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$ETN$IBM$T$MDT$SYK$UPS
$1.1B
389 positions
#15Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$ETN$SHW$HON$UNP$WFC
$98M
50 positions
#16Financial & Tax Architects, LLCPassive
Some overlap · 6 shared positions
$SHW$SCHW$IBM$ECL$MDT$IAU
$448M
108 positions
#17BAXTER BROS INCPassive
Some overlap · 6 shared positions
$SCHW$HON$WFC$UNP$SHW$CB
$810M
166 positions
#18Williams Jones Wealth Management, LLC.Active
Some overlap · 5 shared positions
$ETN$SHW$DHR$ECL$IAU
$8.1B
514 positions
#19HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$ETN$CB$UNP$WFC$O
$419M
144 positions
#20Game Plan Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$SHW$HON$T
$222M
348 positions
#21DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 5 shared positions
$ETN$WFC$HON$ECL$UPS
$1.1B
596 positions
#22Ridge Creek Global, IncActive
Some overlap · 5 shared positions
$ETN$HON$SHW$SYK$IAU
$118M
85 positions
#23Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$CB$MDT$UNP$O
$601M
149 positions
#24Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 6 shared positions
$SCHW$HON$IBM$T$UNH$MDT
$695M
159 positions
#25Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$ETN$CB$WFC$UNP
$253M
126 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.