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Hedge Funds Similar to First Affirmative Financial Network

13F Portfolio OverlapQ1 2026First Affirmative Financial Network portfolio →
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Most similar hedge funds by 13F overlap

First Affirmative Financial Network is an institutional investor managing $213M across 296 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 First Affirmative Financial Network are HALL LAURIE J TRUSTEE, DARA US,, Saturna, with shared positions in $AMAT, $NVS, $SYK, $UL, $DHR, $AMD. The full ranking of 25 similar funds is below.

#1HALL LAURIE J TRUSTEEPassive
Some overlap · 8 shared positions
$AMAT$NVS$SYK$UL$DHR$AMD
$283M
104 positions
#2DARA CAPITAL US, INC.Passive
Some overlap · 8 shared positions
$SAP$AMAT$DHR$TMO$AMD$IBM
$105M
119 positions
#3Saturna Capital CORPActive
Some overlap · 8 shared positions
$ASML$NVS$SYK$UL$AZN$LIN
$7.1B
148 positions
#4SOMERVILLE KURT FPassive
Some overlap · 7 shared positions
$AXP$AMAT$ASML$ADP$DHR$AMD
$379M
91 positions
#5HOWARD HUGHES MEDICAL INSTITUTEActive
Some overlap · 8 shared positions
$AMAT$ASML$SAP$TXN$AMD$IBM
$416M
31 positions
#6Dundas Partners LLPActive
Some overlap · 7 shared positions
$AXP$AMAT$SYK$ADP$TMO$CRM
$1.3B
49 positions
#7Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 7 shared positions
$AMAT$ASML$SYK$ADP$LIN$DHR
$506M
79 positions
#8Karani Asset Management LLCPassive
Some overlap · 7 shared positions
$AXP$AMAT$ASML$TXN$AMD$CRM
$122M
54 positions
#9ANB BANKPassive
Some overlap · 8 shared positions
$SYK$ADP$ASML$LIN$TXN$DHR
$247M
128 positions
#10TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$AMAT$ASML$SYK$UL$AZN$LIN
$3.0B
230 positions
#11NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 8 shared positions
$SYK$ADP$UL$LIN$DHR$AMD
$326M
86 positions
#12Wahed Invest LLCPassive
Some overlap · 8 shared positions
$AMAT$AZN$LIN$TXN$TMO$AMD
$770M
225 positions
#13CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$AXP$ASML$SYK$AZN$LIN$TMO
$2.9B
658 positions
#14Sky Investment Group LLCPassive
Some overlap · 7 shared positions
$AXP$SYK$ADP$LIN$TXN$DHR
$583M
140 positions
#15Baker Chad RActive
Some overlap · 7 shared positions
$AMAT$SYK$ADP$UL$DHR$AMD
$530M
56 positions
#16Progressive Investment Management CorpActive
Some overlap · 7 shared positions
$AMAT$ASML$LIN$TXN$DHR$TMO
$379M
58 positions
#17Delaney Dennis RPassive
Some overlap · 6 shared positions
$AXP$AMAT$ASML$ADP$DHR$AMD
$282M
60 positions
#18Timber Creek Capital Management LLCPassive
Some overlap · 6 shared positions
$SAP$NVS$ASML$UL$LIN$CRM
$412M
78 positions
#19Boit C F DavidPassive
Some overlap · 7 shared positions
$NVS$SYK$ADP$LIN$DHR$TMO
$225M
117 positions
#20Elefante Mark BPassive
Some overlap · 6 shared positions
$AXP$AMAT$ASML$ADP$DHR$AMD
$182M
58 positions
#21Alecta Tjanstepension OmsesidigtActive
Some overlap · 7 shared positions
$AMAT$SYK$LIN$TXN$DHR$TMO
$20.5B
78 positions
#22Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$AXP$NVS$ASML$ADP$DHR$CRM
$110M
226 positions
#23PARNASSUS INVESTMENTS, LLCActive
Some overlap · 7 shared positions
$AMAT$SYK$LIN$DHR$TMO$AMD
$34.1B
135 positions
#24STF Management LP
Some overlap · 7 shared positions
$AMAT$ADP$ASML$LIN$TXN$AMD
$107M
101 positions
#25ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$AXP$ASML$SYK$ADP$TXN$TMO
$1.7B
86 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.