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Hedge Funds Similar to Clean Yield Group

13F Portfolio OverlapQ1 2026Clean Yield Group portfolio →
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Most similar hedge funds by 13F overlap

Clean Yield Group is an institutional investor managing $355M across 385 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 Clean Yield Group are FIGURE 8 INVESTMENT STRATEGIES, TRILLIUM ASSET ,, Thomasville National Bank, with shared positions in $ASML, $PLD, $HASI, $SYK, $FSLR, $SCHW. The full ranking of 25 similar funds is below.

#1FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 8 shared positions
$ASML$PLD$HASI$SYK$FSLR$SCHW
$102M
56 positions
#2TRILLIUM ASSET MANAGEMENT, LLCActive
Notable overlap · 9 shared positions
$ASML$ECL$NOW$AWK$PLD$FSLR
$3.0B
230 positions
#3Thomasville National Bank
Notable overlap · 5 shared positions
$ASML$GSK$CRM$VEEV$NOW
$1.6B
235 positions
#4ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$ASML$UL$PLD$ECL$ADP
$723M
93 positions
#5NIA IMPACT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$GSK$HASI$IBM$FSLR$ANET
$225M
89 positions
#6Harrington Investments, INCPassive
Some overlap · 6 shared positions
$SYK$ECL$FSLR$SCHW$ASML$PLD
$190M
84 positions
#7Saturna Capital CORPActive
Some overlap · 5 shared positions
$ASML$SYK$NOW$FERG$UL
$7.1B
148 positions
#8Mondrian Investment Partners LTDActive
Some overlap · 4 shared positions
$GSK$PLD$CRM$SCHW
$6.7B
103 positions
#9Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$ASML$CRM$IBM$NOK
$562M
62 positions
#10Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$ROST$SYK$ECL$CRM$SCHW
$175M
134 positions
#11Guardian Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$ASML$ANET$SFM$UL
$183M
61 positions
#12NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 3 shared positions
$ASML$ANET$ROST
$561M
76 positions
#13Boston Common Asset Management, LLCActive
Some overlap · 6 shared positions
$HUBB$DGX$AWK$ECL$CRM$HASI
$1.6B
186 positions
#14ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive
Some overlap · 5 shared positions
$ASML$SYK$NOW$VEEV$ECL
$584M
366 positions
#15NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$ASML$SYK$SCHW$VEEV$ECL
$2.3B
356 positions
#16Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$CRM$HUBB$FSLR$SCHW$IBM
$788M
94 positions
#17Mirova US LLCActive
Some overlap · 5 shared positions
$HUBB$ECL$CRM$FSLR$AWK
$8.8B
42 positions
#18NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$UL$SYK$CRM$ADP$ANET
$326M
86 positions
#19VAN STRUM & TOWNE INC.Passive
Some overlap · 5 shared positions
$CRM$ECL$IBM$ADP$MCO
$343M
111 positions
#20DUDLEY & SHANLEY, INC.Active
Some overlap · 4 shared positions
$AWK$FERG$ECL$SCHW
$611M
37 positions
#21Security National BankPassive
Some overlap · 5 shared positions
$ASML$SYK$IBM$HUBB$VMI
$687M
411 positions
#22Rule One Partners, LLCActive
Some overlap · 3 shared positions
$ASML$CRM$SFM
$101M
12 positions
#23Karras Company, Inc.Active
Some overlap · 4 shared positions
$ASML$IBM$NOW$CRM
$99M
61 positions
#24Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$ASML$ANET$NOW$CRM
$187M
87 positions
#25Albar Capital Partners LLPActive
Some overlap · 4 shared positions
$ASML$FERG$HUBB$BWA
$618M
36 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.