How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Washington Advisors,

13F Portfolio OverlapQ1 2026Washington Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Washington Trust Advisors, Inc. is an institutional investor managing $1.2B across 684 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 Washington Advisors, are Investment Services of America,, Triodos Investment BV, AMI ASSET, with shared positions in $BKNG, $RMD, $PWR, $SBUX, $ECL, $ZBRA. The full ranking of 25 similar funds is below.

#1Capital Investment Services of America, Inc.Active

Notable overlap · 9 shared positions

$BKNG $RMD $PWR $SBUX $ECL $ZBRA

$958M

80 positions

#2Triodos Investment Management BVActive

Notable overlap · 6 shared positions

$PANW $DE $RMD $EW $ZBRA $XYL

$1.3B

49 positions

#3AMI ASSET MANAGEMENT CORPActive

Notable overlap · 5 shared positions

$PWR $PANW $BDX $ECL $SNOW

$1.6B

96 positions

#4Employees Provident Fund BoardActive

Notable overlap · 7 shared positions

$PANW $PWR $UBER $DIS $DDOG $RMD

$13.2B

70 positions

#5DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$PWR $SBUX $DE $PANW $APD $EW

$117M

106 positions

#6RIVERPARK CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$BKNG $UBER $SBUX $DIS $DDOG $NKE

$52M

36 positions

#7Terra Alpha Investments LLC

Notable overlap · 6 shared positions

$PWR $IQV $SBUX $EW $XYL $NKE

$98M

32 positions

#8TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$BKNG $IQV $SBUX $BDX $APD $AMT

$132M

96 positions

#9ABN AMRO Bank N.V.Active

Notable overlap · 6 shared positions

$PANW $PWR $DIS $UBER $XYL $VEEV

$9.3B

228 positions

#10MayTech Global Investments, LLCSmart money

Some overlap · 3 shared positions

$PANW $BKNG $UBER

$820M

23 positions

#11Providence Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$DE $PWR $PANW $SBUX $DIS $ZBRA

$613M

200 positions

#12Broadleaf Partners, LLCActive

Some overlap · 6 shared positions

$PWR $UBER $BKNG $REGN $DDOG $PANW

$429M

84 positions

#13HS Management Partners, LLCActive

Some overlap · 5 shared positions

$BKNG $UBER $SBUX $DIS $NKE

$286M

24 positions

#14Lionsbridge Wealth Management LLCPassive

Some overlap · 3 shared positions

$PWR $SNOW $REGN

$99M

59 positions

#15Gladstone Capital Management LLPSmart money

Some overlap · 3 shared positions

$PWR $SNOW $NKE

$996M

32 positions

#16Sandhill Capital Partners LLCActive

Some overlap · 3 shared positions

$PANW $BKNG $UBER

$1.2B

95 positions

#17Mendel Money ManagementPassive

Some overlap · 4 shared positions

$PANW $PWR $DE $UBER

$239M

137 positions

#18Robbins FarleyPassive

Some overlap · 5 shared positions

$PWR $UBER $DIS $EW $ECL

$226M

143 positions

#19SFE Investment CounselPassive

Some overlap · 4 shared positions

$PANW $PWR $IQV $J

$635M

143 positions

#20Volterra Technologies LPPassive

Some overlap · 5 shared positions

$PANW $UBER $APD $SNOW $DDOG

$823M

301 positions

#21Waycross Investment Management CoActive

Some overlap · 4 shared positions

$DE $REGN $J $XYL

$105M

44 positions

#22Juno Financial Group LLCActive

Some overlap · 3 shared positions

$DE $PANW $UBER

$255M

70 positions

#23NIXON PEABODY TRUST COActive

Some overlap · 5 shared positions

$PANW $BKNG $IQV $PWR $DE

$1.3B

161 positions

#24ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Some overlap · 5 shared positions

$PANW $SBUX $APD $ECL $VEEV

$584M

366 positions

#25Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active

Some overlap · 3 shared positions

$PWR $UBER $NKE

$54M

26 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.