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Hedge Funds Similar to Fairfield Financial Advisors, LTD

13F Portfolio OverlapQ1 2026Fairfield Financial Advisors, LTD portfolio →
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Most similar hedge funds by 13F overlap

Fairfield Financial Advisors, LTD is an institutional investor managing $290M across 72 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 Fairfield Financial Advisors, LTD are Castle Hook Partners, WD RUTHERFORD, BOWEN HANES &, with shared positions in $NTRA, $WELL, $ADI, $ABT, $MCK, $GE. The full ranking of 25 similar funds is below.

#1Castle Hook Partners LPSmart money
Notable overlap · 5 shared positions
$NTRA$WELL$ADI$ABT$MCK
$23.4B
50 positions
#2WD RUTHERFORD LLCPassive
Notable overlap · 8 shared positions
$GE$MCK$ISRG$PANW$AXP$AMD
$225M
71 positions
#3BOWEN HANES & CO INCActive
Notable overlap · 6 shared positions
$AXP$WELL$DE$ISRG$PANW$GEV
$4.1B
151 positions
#4Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$DE$ADP$AMGN$IBM$AJG
$649M
186 positions
#5Eversept Partners, LPActive
Some overlap · 3 shared positions
$NTRA$WELL$HCA
$1.9B
120 positions
#6Wynn Capital, LLCPassive
Some overlap · 7 shared positions
$AXP$MCK$GE$AMGN$IBM$MMM
$195M
107 positions
#7Meiji Yasuda America IncActive
Some overlap · 5 shared positions
$GE$AXP$WELL$PANW$AMGN
$404M
57 positions
#8TCW GROUP INCActive
Some overlap · 7 shared positions
$GE$PANW$MCK$ISRG$WELL$IBM
$13.3B
629 positions
#9Drexel Morgan & Co.Active
Some overlap · 5 shared positions
$AXP$DE$IBM$MMM$ABT
$682M
60 positions
#10PERKINS CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$NTRA$AMD$ABT
$107M
86 positions
#11Alphinity Investment Management Pty LtdActive
Some overlap · 3 shared positions
$WELL$AXP$ISRG
$5.7B
29 positions
#12Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$GE$IBM$GEV
$230M
108 positions
#13Dundas Partners LLPActive
Some overlap · 4 shared positions
$AXP$ADP$ADI$ABT
$1.3B
49 positions
#14Karani Asset Management LLCPassive
Some overlap · 6 shared positions
$AXP$DE$GE$ADI$AMD$GEV
$122M
54 positions
#15PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$AXP$MCK$GE$GEV
$166M
72 positions
#16VAN STRUM & TOWNE INC.Passive
Some overlap · 7 shared positions
$ADP$PANW$AXP$GE$AMGN$IBM
$343M
111 positions
#17Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$AXP$DE$AMGN$IBM$ABT
$170M
82 positions
#18BAXTER BROS INCPassive
Some overlap · 4 shared positions
$AXP$ADP$GE$GEV
$810M
166 positions
#19MAPLELANE CAPITAL, LLCActive
Some overlap · 3 shared positions
$NTRA$ADI$AMD
$2.8B
64 positions
#20Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$MCK$ADP$DE$AMGN$IBM
$974M
782 positions
#21LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$AXP$ADP$AMGN$ABT
$260M
101 positions
#22Longbow Finance SAPassive
Some overlap · 5 shared positions
$MCK$GE$WELL$PANW$GEV
$552M
55 positions
#23SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 6 shared positions
$AXP$ADP$ISRG$ADI$AMD$ABT
$1.3B
158 positions
#24Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$GE$MCK$ISRG$ADI$AMD$GEV
$25.6B
60 positions
#25Dempze Nancy EPassive
Some overlap · 6 shared positions
$AXP$ADP$IBM$ADI$AMD$ABT
$182M
92 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.