How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to TRILLIUM ASSET ,

13F Portfolio OverlapQ1 2026TRILLIUM ASSET , portfolio →

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Most similar hedge funds by 13F overlap

TRILLIUM ASSET MANAGEMENT, LLC is an institutional investor managing $3.0B across 230 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 TRILLIUM ASSET , are FIGURE 8 INVESTMENT STRATEGIES, ZEVIN ASSET, ABN AMRO Bank N.V., with shared positions in $TJX, $ASML, $AZN, $TT, $LIN, $ICE. The full ranking of 25 similar funds is below.

#1FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 11 shared positions

$TJX $ASML $AZN $TT $LIN $ICE

$102M

56 positions

#2ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$TJX $ASML $ECL $AZN $PNC $LIN

$723M

93 positions

#3ABN AMRO Bank N.V.Active

Notable overlap · 10 shared positions

$TJX $PANW $AZN $BAC $TT $LIN

$9.3B

228 positions

#4Saturna Capital CORPActive

Notable overlap · 10 shared positions

$TJX $ASML $AZN $TT $NOW $ETN

$7.1B

148 positions

#5Saranac Partners LtdPassive

Notable overlap · 9 shared positions

$TJX $ECL $BAC $TT $NOW $ICE

$234M

103 positions

#6FORBES J M & CO LLPActive

Notable overlap · 9 shared positions

$TJX $BAC $LIN $ETN $ICE $UNP

$1.2B

150 positions

#7Clean Yield GroupPassive

Notable overlap · 9 shared positions

$ASML $ECL $NOW $AWK $PLD $FSLR

$355M

385 positions

#8NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$TJX $LIN $ETN $UL $XYL $MELI

$326M

86 positions

#9AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$TJX $PANW $ECL $ETN $NOW $MELI

$1.4B

114 positions

#10Community Financial Services Group, LLCPassive

Notable overlap · 8 shared positions

$PNC $BAC $PANW $LIN $ETN $PLD

$568M

460 positions

#11NIXON PEABODY TRUST COActive

Notable overlap · 7 shared positions

$TJX $PANW $ASML $NOW $BAC $ICE

$1.3B

161 positions

#12DJE Kapital AGActive

Notable overlap · 8 shared positions

$TJX $ASML $LIN $AMAT $INTU $CDNS

$4.5B

113 positions

#13ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Notable overlap · 7 shared positions

$PANW $ASML $TT $NOW $ICE $SYK

$584M

366 positions

#14Providence Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$BAC $LIN $TJX $PANW $ETN $UNP

$613M

200 positions

#15Bluebird Wealth Management LLCPassive

Notable overlap · 7 shared positions

$TJX $LIN $ETN $NOW $VRTX $MELI

$98M

77 positions

#16Harrington Investments, INCPassive

Notable overlap · 7 shared positions

$TJX $ECL $ASML $PLD $FSLR $XYL

$190M

84 positions

#17NICHOLAS COMPANY, INC.Active

Notable overlap · 7 shared positions

$TJX $AZN $ETN $ICE $PANW $CDNS

$5.1B

203 positions

#18MIDDLETON & CO INC/MAActive

Notable overlap · 8 shared positions

$PANW $NOW $ETN $ECL $XYL $SYK

$877M

164 positions

#19DAVIS R M INCActive

Notable overlap · 6 shared positions

$TJX $PANW $LIN $ASML $ETN $INTU

$5.6B

273 positions

#20Mirova US LLCActive

Notable overlap · 6 shared positions

$TJX $PANW $ECL $AWK $FSLR $XYL

$8.8B

42 positions

#21Boomfish Wealth Group, LLCPassive

Notable overlap · 7 shared positions

$ASML $PANW $NOW $ICE $VRTX $MELI

$187M

87 positions

#22OMERS ADMINISTRATION CorpActive

Notable overlap · 8 shared positions

$BAC $UNP $AZN $ETN $PLD $PANW

$15.6B

1,096 positions

#23Westview Management dba Westview Investment AdvisorsPassive

Some overlap · 6 shared positions

$TJX $PANW $AZN $VRTX $MELI $INTU

$192M

70 positions

#24EagleClaw Capital Managment, LLCActive

Some overlap · 6 shared positions

$PANW $TJX $LIN $ETN $ICE $UNP

$714M

145 positions

#25MANNING & NAPIER ADVISORS LLCActive

Some overlap · 7 shared positions

$TJX $ASML $NOW $VRTX $MELI $CDNS

$7.1B

616 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.