13F Pro

Hedge Funds Similar to Boston Walden

13F Portfolio OverlapQ2 2026Boston Walden portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Boston Trust Walden Corp is an institutional investor managing $13.1B across 396 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 Boston Walden are Triodos Investment BV, Impax Asset Group plc, Vest Financial, with shared positions in $WTS, $KLAC, $AYI, $DE, $SFM, $BMI. The full ranking of 25 similar funds is below.

#1Triodos Investment Management BVActive
Some overlap · 6 shared positions
$WTS$KLAC$AYI$DE$SFM$BMI
$1.6B
50 positions
#2Impax Asset Management Group plcActive
Some overlap · 5 shared positions
$HUBB$WTS$KLAC$BMI$DE
$15.4B
284 positions
#3Vest Financial, LLCPassive
Some overlap · 5 shared positions
$CINF$KLAC$CB$ROST$ADP
$9.5B
420 positions
#4Clean Yield GroupPassive
Some overlap · 5 shared positions
$HUBB$SYK$SFM$ROST$ADP
$403M
395 positions
#5Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$HUBB$LFUS$DE$ADP
$710M
193 positions
#6CENTRAL BANK & TRUST COActive
Some overlap · 5 shared positions
$KLAC$CB$SYK$NTAP$DE
$705M
185 positions
#7EVEXIA WEALTH LLCPassive
Some overlap · 4 shared positions
$HUBB$KLAC$CB$SYK
$369M
77 positions
#8NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$KLAC$BMI$SYK$ADP$SFM
$341M
91 positions
#9Arbejdsmarkedets TillaegspensionPassive
Some overlap · 5 shared positions
$KLAC$AYI$CINF$CBSH$CB
$4.6B
164 positions
#10PARNASSUS INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$HUBB$KLAC$DE$SYK
$37.4B
135 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$HUBB$CB$DE$SYK
$124M
100 positions
#12Heritage Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$CINF$KLAC$CB$DE
$401M
272 positions
#13RWA WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$QLYS$KLAC$CB$SYK
$10.4B
645 positions
#14Security National BankPassive
Some overlap · 4 shared positions
$HUBB$KLAC$DE$SYK
$838M
392 positions
#15FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 3 shared positions
$DCI$ATR$CVCO
$7.0B
56 positions
#16Polaris Capital Management, LLCActive
Some overlap · 4 shared positions
$CFR$JAZZ$CB$IBOC
$1.1B
84 positions
#17Aurora Investment CounselPassive
Some overlap · 4 shared positions
$QLYS$NTAP$WTRG$SFM
$194M
113 positions
#18MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$DCI$ATR$AIT
$635M
146 positions
#19Values First Advisors, Inc.Passive
Some overlap · 3 shared positions
$DCI$CINF$BMI
$219M
187 positions
#20Epoch Investment Partners, Inc.Passive
Some overlap · 4 shared positions
$KLAC$MTD$NTAP$CHE
$17.6B
220 positions
#21Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$CBSH$CB$SYK$ADP
$145M
99 positions
#22Future Fund LLCPassive
Some overlap · 3 shared positions
$WTS$LFUS$GMED
$349M
118 positions
#23Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$BMI$MTD$ROST$ADP
$129M
79 positions
#24MITCHELL SINKLER & STARR/PAPassive
Some overlap · 4 shared positions
$CINF$SYK$ADP$CB
$240M
155 positions
#25JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$HUBB$CINF$SYK
$13.7B
840 positions

Compare Boston Walden’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Boston Walden’s holdings

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.