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Hedge Funds Similar to Arjuna

13F Portfolio OverlapQ1 2026Arjuna portfolio →
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Most similar hedge funds by 13F overlap

Arjuna Capital is an institutional investor managing $393M across 109 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 Arjuna are Greystone Financial Group,, Vertrix Wealth ,, Applied Finance ,, with shared positions in $MCK, $TJX, $WM, $TMO, $IBM, $LOW. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Some overlap · 8 shared positions
$MCK$TJX$WM$TMO$IBM$LOW
$353M
78 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 8 shared positions
$MCK$TJX$WM$TMO$IBM$LOW
$272M
95 positions
#3Applied Finance Capital Management, LLCPassive
Some overlap · 6 shared positions
$TRV$MET$MCK$AMAT$IBM$LOW
$1.3B
218 positions
#4DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 7 shared positions
$TJX$AMAT$EXPD$TRV$LOW$AMGN
$384M
149 positions
#5Brentview Investment Management LLCPassive
Some overlap · 5 shared positions
$GSK$MCK$TJX$WM$LOW
$231M
63 positions
#6HALL LAURIE J TRUSTEEPassive
Some overlap · 6 shared positions
$TJX$NVS$WM$AMAT$APH$IBM
$283M
104 positions
#7RENAISSANCE GROUP LLCPassive
Some overlap · 6 shared positions
$MCK$TJX$AMAT$APH$LOW$AMGN
$2.4B
234 positions
#8Baker Chad RActive
Some overlap · 6 shared positions
$TJX$WM$AMAT$APH$LOW$IBM
$530M
56 positions
#9Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$NVS$AMAT$TJX$TMO$APH$AMGN
$587M
122 positions
#10ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 6 shared positions
$TJX$WM$TMO$APH$MCK$LOW
$1.3B
100 positions
#11AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 6 shared positions
$TJX$AMAT$TMO$APH$IBM$AMGN
$1.4B
114 positions
#12SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$MCK$TJX$WM$AMAT$APH
$111M
52 positions
#13Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$MCK$TJX$WM$TMO$LOW
$336M
46 positions
#14Townsend & Associates, IncActive
Some overlap · 4 shared positions
$KR$MCK$TJX$WM
$1.2B
115 positions
#15ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$WM$MET$TJX$BEPC$AMGN$__PARK_1390777
$417M
199 positions
#16Palmer Knight CoPassive
Some overlap · 4 shared positions
$KR$TRV$WM$AMAT
$205M
32 positions
#17MOTCOPassive
Some overlap · 5 shared positions
$MCK$TJX$WM$TMO$APH
$1.1B
598 positions
#18Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$TRV$GSK$IBM$AMGN$__PARK_1390777
$78M
111 positions
#19NIA IMPACT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$GSK$BEPC$AMAL$IBM
$225M
89 positions
#20William B. Walkup & Associates, Inc.Active
Some overlap · 5 shared positions
$TRV$MCK$LOW$__PARK_1390777$IBM
$167M
163 positions
#21PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$TJX$ITW$VMI$APH$LOW$AMGN
$412M
83 positions
#22Roxbury Financial LLCPassive
Some overlap · 6 shared positions
$MCK$IBM$LOW$AMGN$NVS$ITW
$126M
410 positions
#23Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$TRV$WM$ITW$IBM$AMGN
$245M
98 positions
#24Harrington Investments, INCPassive
Some overlap · 5 shared positions
$TJX$AMAL$ITW$TMO$AMGN
$190M
84 positions
#25Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$GSK$NVS$MSM$SNY
$503M
87 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.