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Hedge Funds Similar to FERGUSON WELLMAN ,

13F Portfolio OverlapQ1 2026FERGUSON WELLMAN , portfolio →
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Most similar hedge funds by 13F overlap

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC is an institutional investor managing $7.3B across 406 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 FERGUSON WELLMAN , are TOMPKINS FINANCIAL, Clarendon Private, Aristotle ,, with shared positions in $LEN, $AMGN, $HON, $TJX, $MS, $WFC. The full ranking of 25 similar funds is below.

#1TOMPKINS FINANCIAL CORPPassive
Notable overlap · 4 shared positions
$LEN$AMGN$HON$TJX
$1.3B
565 positions
#2Clarendon Private LLCPassive
Notable overlap · 5 shared positions
$LEN$MS$WFC$TJX$ETN
$130M
119 positions
#3Aristotle Capital Management, LLCActive
Some overlap · 6 shared positions
$LEN$PH$AMGN$UBER$WFC$AIG
$47.8B
191 positions
#4GERMAN AMERICAN BANCORP, INC.Active
Some overlap · 5 shared positions
$LEN$MS$HON$MU$TJX
$1.2B
148 positions
#5GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$ETR$AEP$AMGN$SYK$ETN$T
$1.1B
389 positions
#6Code Waechter LLCPassive
Some overlap · 3 shared positions
$LEN$PM$AMGN
$168M
118 positions
#7Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 4 shared positions
$LEN$PH$T$MU
$165M
67 positions
#8Passumpsic Savings Bank
Some overlap · 6 shared positions
$AEP$PH$UBER$TJX$COR$MU
$183M
90 positions
#9OmniStar Financial Group, Inc.Passive
Some overlap · 7 shared positions
$HON$PM$AEP$PH$AMGN$MS
$193M
108 positions
#10Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$LEN$MS$MU
$121M
79 positions
#11LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LEN$MU$PH$AMGN
$279M
80 positions
#12Sawyer & Company, IncPassive
Some overlap · 6 shared positions
$AMGN$HON$TJX$COR$ETN$MU
$260M
197 positions
#13Boston PartnersPassive
Some overlap · 8 shared positions
$PM$COR$WFC$UBER$MS$HON
$95.5B
767 positions
#14Reyes Financial Architecture, Inc.Passive
Some overlap · 3 shared positions
$LEN$TJX$AMGN
$122M
348 positions
#15Atwater Malick LLCActive
Some overlap · 3 shared positions
$LEN$MS$COR
$370M
100 positions
#16Physician Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$LEN$MS$WFC
$719M
2,057 positions
#17Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$AMGN$AEP$HON$UBER$SYK
$175M
134 positions
#18Joseph Group Capital ManagementPassive
Some overlap · 5 shared positions
$AEP$PH$AMGN$ETN$T
$400M
379 positions
#19First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$PH$AMGN$UBER$PM$ETN
$1.2B
70 positions
#20Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$PH$PM$AMGN$SYK$MS$ETN
$821M
85 positions
#21FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$AEP$AMGN$HON$ETN$MU
$5.0B
201 positions
#22Carmel Capital Partners, LLCPassive
Some overlap · 3 shared positions
$LEN$IR$UBER
$277M
118 positions
#23Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$LEN$HON$AMGN
$216M
89 positions
#24TLWMSmart money
Some overlap · 3 shared positions
$LEN$MS$HON
$555M
69 positions
#25MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$ETR$AEP$PM$MS$ETN$T
$460M
115 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.