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Hedge Funds Similar to WASHINGTON GROWTH STRATEGIES

13F Portfolio OverlapQ1 2026WASHINGTON GROWTH STRATEGIES portfolio →
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Most similar hedge funds by 13F overlap

WASHINGTON GROWTH STRATEGIES LLC is an institutional investor managing $180M across 62 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 GROWTH STRATEGIES are Watchman Group,, OSBORNE PARTNERS ,, HOWARD WEALTH ,, with shared positions in $MKL, $AMD, $WT, $SCHW, $DIS, $SAN. The full ranking of 25 similar funds is below.

#1Watchman Group, Inc.Active
Some overlap · 3 shared positions
$MKL$AMD$WT
$413M
73 positions
#2OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MKL$AMD$WT$SCHW$DIS
$1.9B
197 positions
#3HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MKL$WT$AMD$SAN$SCHW$PLTR
$238M
142 positions
#4Pasadena Private Wealth, LLCPassive
Some overlap · 4 shared positions
$MKL$WT$BAC$AMD
$723M
277 positions
#5Fee-Only Financial Planning, L.C.Smart money
Some overlap · 5 shared positions
$MKL$BAC$GE$SCHW$GEV
$166M
43 positions
#6American Capital Advisory, LLCPassive
Some overlap · 3 shared positions
$MKL$BAC$WT
$248M
1,140 positions
#7LRI Investments, LLCActive
Some overlap · 4 shared positions
$MKL$WT$SCHW$GEV
$1.1B
1,415 positions
#8Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MKL$BAC$WT
$123M
111 positions
#9Grange Capital, LLCActive
Some overlap · 4 shared positions
$MKL$WT$PLTR$AMD
$100M
46 positions
#10Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$MKL$WT$SCHW$PLTR
$365M
111 positions
#11Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$MKL$WT$SAN
$469M
151 positions
#12Quilter PlcActive
Some overlap · 3 shared positions
$AMD$MKL$BAC
$5.7B
124 positions
#13Cardinal Point Capital Management, ULCActive
Some overlap · 3 shared positions
$MKL$WT$ENB
$1.6B
286 positions
#14Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$MKL$WT$SCHW
$678M
190 positions
#15Centennial Bank/AR/Passive
Some overlap · 3 shared positions
$MKL$WT$SCHW
$279M
323 positions
#16Dunhill Financial, LLCPassive
Some overlap · 3 shared positions
$MKL$BAC$SCHW
$424M
1,857 positions
#17Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$WT$SCHW
$473M
582 positions
#18MeadowBrook Investment Advisors LLCPassive
Some overlap · 3 shared positions
$MKL$BAC$DIS
$113M
186 positions
#19GreatBanc Trust COActive
Some overlap · 3 shared positions
$MKL$WT$BAC
$143M
67 positions
#20FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$AMD$BAC$SCHW$VRTX$PLTR
$719M
135 positions
#21Kestra Investment Management, LLCActive
Some overlap · 3 shared positions
$MKL$WT$SCHW
$5.8B
439 positions
#22Berkeley, IncActive
Some overlap · 3 shared positions
$MKL$WT$PLTR
$298M
81 positions
#23Glassman Wealth ServicesSmart money
Some overlap · 3 shared positions
$MKL$WT$SCHW
$736M
187 positions
#24Bristlecone Value Partners, LLCPassive
Some overlap · 4 shared positions
$MKL$BAC$WT$DIS
$114M
68 positions
#25Adams Wealth ManagementPassive
Some overlap · 3 shared positions
$MKL$AMD$SAN
$455M
145 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.