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Hedge Funds Similar to Clean Yield Group

13F Portfolio OverlapQ2 2026Clean Yield Group portfolio →
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Most similar hedge funds by 13F overlap

Clean Yield Group is an institutional investor managing $403M across 395 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 Clean Yield Group are FIGURE 8 INVESTMENT STRATEGIES, TRILLIUM ASSET, Thomasville National Bank, with shared positions in $ASML, $GSK, $PLD, $HASI, $SYK, $FSLR. The full ranking of 25 similar funds is below.

#1FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 8 shared positions
$ASML$GSK$PLD$HASI$SYK$FSLR
$118M
56 positions
#2TRILLIUM ASSET MANAGEMENT, LLCActive
Notable overlap · 9 shared positions
$ASML$ECL$FSLR$NOW$PLD$AWK
$3.3B
230 positions
#3Thomasville National BankPassive
Notable overlap · 5 shared positions
$ASML$GSK$CRM$VEEV$NOW
$1.8B
241 positions
#4ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$ASML$PLD$UL$ECL$ADP
$713M
97 positions
#5Guardian Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$ASML$ANET$SFM$UL
$204M
66 positions
#6NIA IMPACT ADVISORS, LLCPassive
Notable overlap · 5 shared positions
$GSK$ANET$HASI$FSLR$VMI
$241M
72 positions
#7Advocacy Wealth Management, LLCActive
Notable overlap · 5 shared positions
$ANET$ASML$SYK$SCHW$NOW
$2.8B
151 positions
#8Nishkama Capital, LLCActive
Some overlap · 5 shared positions
$ASML$CRM$BWA$NOW$NOK
$3.2B
61 positions
#9Harrington Investments, INCPassive
Some overlap · 6 shared positions
$ASML$ECL$SYK$FSLR$SCHW$PLD
$209M
80 positions
#10Saturna Capital CORPActive
Some overlap · 5 shared positions
$ASML$SYK$NOW$FERG$UL
$8.2B
140 positions
#11MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 5 shared positions
$ASML$UL$SYK$MCO$ECL
$1.0B
33 positions
#12GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$ANET$NOW$CRM
$176M
113 positions
#13NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$ASML$ANET$ROST
$595M
264 positions
#14JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$PLD$SCHW$JKHY
$612M
81 positions
#15RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ASML$PLD$CRM$BWA
$273M
80 positions
#16SORA INVESTORS LLCPassive
Some overlap · 3 shared positions
$ASML$ANET$FSLR
$1.3B
76 positions
#17GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$ASML$PLD$ADP$NOW
$372M
82 positions
#18Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$ASML$UL$JKHY$DGX
$279M
73 positions
#19Security National BankPassive
Some overlap · 4 shared positions
$ASML$SYK$VMI$HUBB
$865M
473 positions
#20Arlington Partners LLCActive
Some overlap · 5 shared positions
$ASML$UL$GSK$ADP$CRM
$65M
3 positions
#21NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$ASML$SYK$ECL$SCHW$VEEV
$2.5B
372 positions
#22DUDLEY & SHANLEY, INC.Active
Some overlap · 5 shared positions
$AWK$FERG$ECL$SCHW$KAI
$629M
36 positions
#23Investment Research & Advisory Group, Inc.Active
Some overlap · 4 shared positions
$ASML$CRM$SCHW$VEEV
$337M
333 positions
#24BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$ECL$SYK$ASML$ADP$NOW$CRM
$1.6B
314 positions
#25Night Squared LPPassive
Some overlap · 4 shared positions
$ASML$FERG$ECL$ANET
$930M
69 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.