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Hedge Funds Similar to Laird Norton Wetherby Company,

13F Portfolio OverlapQ1 2026Laird Norton Wetherby Company, portfolio →
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Most similar hedge funds by 13F overlap

Laird Norton Wetherby Trust Company, LLC is an institutional investor managing $4.6B across 982 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 Laird Norton Wetherby Company, are St. Louis, Vanguard National, Mosaic Advisors, with shared positions in $MKL, $DOV, $EPAM, $BRZE, $ASML, $AMD. The full ranking of 25 similar funds is below.

#1St. Louis Trust CoActive
Some overlap · 5 shared positions
$MKL$DOV$EPAM$BRZE$ASML
$856M
145 positions
#2Vanguard National Trust CoActive
Some overlap · 4 shared positions
$MKL$DOV$EPAM$BRZE
$1.6B
751 positions
#3Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$MKL$DOV$EPAM$AMD
$67M
42 positions
#4Creekside PartnersPassive
Some overlap · 4 shared positions
$MKL$DOV$BRZE$IBM
$243M
183 positions
#5Hartmann Taylor Wealth Management, LLCActive
Some overlap · 4 shared positions
$MKL$DOV$BRZE$ASML
$151M
54 positions
#6Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$MKL$DOV$AMAT$ABT
$151M
114 positions
#7BIP Wealth, LLCActive
Some overlap · 4 shared positions
$MKL$DOV$BRZE$PHYS
$2.5B
453 positions
#8Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$MKL$DOV$BRZE$AMAT
$578M
118 positions
#9Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$MKL$DOV$BRZE
$141M
62 positions
#10Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$MKL$DOV$BRZE
$269M
506 positions
#11HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MKL$DOV$BRZE$AMD
$238M
142 positions
#12Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MKL$DOV$IBM
$191M
88 positions
#13MeadowBrook Investment Advisors LLCPassive
Some overlap · 3 shared positions
$MKL$DOV$BAC
$113M
186 positions
#14Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$MKL$DOV$BRZE
$161M
47 positions
#15FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$MKL$DOV$BRZE$BAC
$133M
121 positions
#16Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$MKL$DOV$BRZE
$89M
81 positions
#17ASL Financial, LLCActive
Some overlap · 5 shared positions
$MKL$EPAM$IBM$BRZE$ABT
$125M
91 positions
#18Alta Advisers LtdActive
Some overlap · 5 shared positions
$MKL$DOV$AMAT$BAC$AMD
$276M
206 positions
#19Sandy Cove Advisors, LLCPassive
Some overlap · 5 shared positions
$MKL$PHYS$AMAT$AMD$IBM
$334M
144 positions
#20Lanham O'Dell & Company, Inc.
Some overlap · 4 shared positions
$MKL$DOV$IBM$EPAM
$347M
40 positions
#21Ervin Investment Management, LLCActive
Some overlap · 4 shared positions
$MKL$BRZE$ASML$AMD
$171M
47 positions
#22Flower City CapitalSmart money
Some overlap · 4 shared positions
$MKL$BRZE$DOV$IBM
$199M
46 positions
#23Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$MKL$DOV$IBM
$216M
89 positions
#24Dunhill Financial, LLCPassive
Some overlap · 4 shared positions
$MKL$EPAM$BAC$DOV
$424M
1,857 positions
#25Agate Pass Investment Management, LLCPassive
Some overlap · 4 shared positions
$MKL$AMAT$ABT$IBM
$255M
105 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.