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Hedge Funds Similar to Baird Financial Group,

13F Portfolio OverlapQ1 2026Baird Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Baird Financial Group, Inc. is an institutional investor managing $64.0B across 1,826 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 Baird Financial Group, are Passumpsic Savings Bank, Marble Harbor Investment Counsel,, CMH Wealth, with shared positions in $GEV, $GE, $PH, $TJX, $USB, $DIS. The full ranking of 25 similar funds is below.

#1Passumpsic Savings Bank
Notable overlap · 7 shared positions
$GEV$GE$PH$TJX$USB$DIS
$183M
90 positions
#2Marble Harbor Investment Counsel, LLCActive
Some overlap · 7 shared positions
$GE$PGR$PH$ORLY$GEV$WFC
$923M
192 positions
#3CMH Wealth Management LLCPassive
Some overlap · 7 shared positions
$GEV$SCHW$TJX$USB$SNOW$DHR
$583M
113 positions
#4Oliver Luxxe Assets LLCPassive
Some overlap · 6 shared positions
$GEV$GE$PH$TEL$SCHW$WFC
$668M
200 positions
#5Galvin, Gaustad & Stein, LLCPassive
Some overlap · 8 shared positions
$GE$SCHW$PGR$UNP$WFC$SNOW
$1.2B
252 positions
#6KP Management LLCPassive
Some overlap · 5 shared positions
$GEV$GE$PH$TEL$ORLY
$409M
83 positions
#7Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$GEV$GE$PH$ORLY$SNOW
$25.6B
60 positions
#8WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$GEV$GE$TJX$USB$SNOW
$225M
71 positions
#9Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$GE$PH$TJX$GEV$UNP$DHR
$100M
54 positions
#10TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$GEV$GE$SCHW$DHR$UBER
$200M
110 positions
#11Wilkinson Global Asset Management LLCActive
Some overlap · 7 shared positions
$PGR$PH$TJX$UNP$DIS$UBER
$1.3B
60 positions
#12Venturi Wealth Management, LLCPassive
Some overlap · 7 shared positions
$USB$TJX$PGR$UPST$SCHW$DHR
$2.2B
602 positions
#13DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Some overlap · 4 shared positions
$GEV$GE$PGR$PH
$138M
37 positions
#14WEIK CAPITAL MANAGEMENTActive
Some overlap · 6 shared positions
$PGR$TJX$USB$ORLY$WFC$DIS
$251M
90 positions
#15HOERTKORN RICHARD CHARLESActive
Some overlap · 5 shared positions
$GEV$GE$SCHW$BAC$DIS
$122M
75 positions
#16AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 7 shared positions
$TJX$UPST$SCHW$UNP$DIS$WFC
$445M
77 positions
#17TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$SCHW$FAST$TJX$USB$ORLY
$1.2B
215 positions
#18Shepherd Street Advisors LLCPassive
Some overlap · 5 shared positions
$GEV$SCHW$PH$UNP$WFC
$101M
86 positions
#19Renaissance Investment Group LLCPassive
Some overlap · 5 shared positions
$GEV$TJX$TEL$UNP$DHR
$465M
81 positions
#20Wynn Capital, LLCPassive
Some overlap · 6 shared positions
$SCHW$GE$GEV$WFC$DIS$BAC
$195M
107 positions
#21Greenline Wealth Management LLCPassive
Some overlap · 5 shared positions
$GE$GEV$USB$SNOW$TJX
$87M
94 positions
#22BAXTER BROS INCPassive
Some overlap · 5 shared positions
$GE$SCHW$GEV$UNP$WFC
$810M
166 positions
#23ABN AMRO Bank N.V.Active
Some overlap · 6 shared positions
$GEV$TJX$ORLY$DIS$UBER$BAC
$9.3B
228 positions
#24Long Road Investment Counsel, LLCActive
Some overlap · 5 shared positions
$GE$GEV$FAST$ORLY$OMC
$255M
78 positions
#25Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$GEV$GE$WFC$DIS$BAC
$230M
108 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.