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Hedge Funds Similar to Shotwell Rutter Baer

13F Portfolio OverlapQ2 2026Shotwell Rutter Baer portfolio →
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Most similar hedge funds by 13F overlap

Shotwell Rutter Baer Inc is an institutional investor managing $182M across 38 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 Shotwell Rutter Baer are TIAA , NATIONAL ASSOCIATION, MOLLER WEALTH PARTNERS, with shared positions in $MUFG, $NU, $ITW. The full ranking of 2 similar funds is below.

#1TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$MUFG$NU$ITW
$1.7B
347 positions
#2MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$ITW$MUFG$NU
$553M
75 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.