13F Pro

Hedge Funds Similar to WASHINGTON BANK

13F Portfolio OverlapQ1 2026WASHINGTON BANK portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WASHINGTON TRUST BANK is an institutional investor managing $1.4B across 207 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 BANK are BAKER BOYER NATIONAL BANK, Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, Aurdan ,, with shared positions in $NKE, $PCAR, $DE, $DUK, $UNH, $COR. The full ranking of 25 similar funds is below.

#1BAKER BOYER NATIONAL BANKSmart money
Notable overlap · 4 shared positions
$NKE$PCAR$DE$DUK
$333M
91 positions
#2Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$NKE$PCAR$UNH$DUK
$111M
63 positions
#3Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$NKE$COR$MRSH$UNH$PNC
$333M
88 positions
#4Providence Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$TJX$DE$NKE$SBUX$DIS$PANW
$613M
200 positions
#5CAMDEN NATIONAL BANKPassive
Some overlap · 7 shared positions
$TJX$DE$LHX$RSG$VRTX$DUK
$739M
164 positions
#6InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$NKE$PLTR$PANW$DUK
$175M
108 positions
#7EagleClaw Capital Managment, LLCActive
Some overlap · 5 shared positions
$NKE$TJX$PH$PANW$LIN
$714M
145 positions
#8Belleair Asset Management, LLCPassive
Some overlap · 3 shared positions
$NKE$DE$DUK
$110M
77 positions
#9HS Management Partners, LLCActive
Some overlap · 3 shared positions
$NKE$SBUX$DIS
$286M
24 positions
#10Meritas Wealth Management, LLCActive
Some overlap · 4 shared positions
$NKE$MRSH$DIS$PLTR
$221M
60 positions
#11Planning Center, Inc.Smart money
Some overlap · 4 shared positions
$NKE$DE$UNH$SBUX
$987M
78 positions
#12CLARIS ADVISORS, LLC / MO /Active
Some overlap · 4 shared positions
$NKE$PCAR$UNH$DIS
$334M
70 positions
#13ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$NKE$UNH$PLTR
$753M
159 positions
#14Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$PCAR$DE$DUK
$184M
32 positions
#15VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 5 shared positions
$TJX$PNC$NKE$PH$COR
$223M
157 positions
#16VeraBank, N.A.Active
Some overlap · 3 shared positions
$NKE$DE$PANW
$546M
173 positions
#17KEB ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NKE$DE$UNH
$522M
97 positions
#18Kondo Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$NKE$MRSH$DIS
$266M
69 positions
#19FORTERIS WEALTH MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$NKE$VLO$PH
$104M
68 positions
#20GREAT LAKES ADVISORS, LLCPassive
Some overlap · 6 shared positions
$TJX$PH$DIS$COR$DUK$LIN
$12.1B
792 positions
#21Mattern Wealth Management LLCActive
Some overlap · 4 shared positions
$NKE$LHX$LIN$DE
$513M
158 positions
#22INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$NKE$SBUX$DIS$UNH
$98M
31 positions
#23COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 6 shared positions
$TJX$LHX$PH$UNH$PANW$LIN
$1.8B
140 positions
#24WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$TJX$NKE$DIS$DUK$DE$LIN
$1.2B
69 positions
#25Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$NKE$PLTR$UNH
$114M
84 positions

Compare WASHINGTON BANK’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WASHINGTON BANK’s holdings

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.