What hedge funds are most similar to TRILLIUM ASSET MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to TRILLIUM ASSET MANAGEMENT, LLC are FIGURE 8 INVESTMENT STRATEGIES, ZEVIN ASSET, Saturna, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ2 2026TRILLIUM ASSET portfolio →

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Most similar hedge funds by 13F overlap

TRILLIUM ASSET MANAGEMENT, LLC is an institutional investor managing $3.3B across 230 U.S. equity positions as of Q2 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, Saturna, with shared positions in $ASML, $TJX, $TT, $AZN, $LIN, $FSLR. The full ranking of 25 similar funds is below.

#1FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 11 shared positions

$ASML $TJX $TT $AZN $LIN $FSLR

$118M

56 positions

#2ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

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

$713M

97 positions

#3Saturna Capital CORPActive

Notable overlap · 8 shared positions

$ASML $TJX $TT $AZN $NOW $LIN

$8.2B

140 positions

#4Clean Yield GroupPassive

Notable overlap · 9 shared positions

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

$403M

395 positions

#5FORBES J M & CO LLPActive

Notable overlap · 8 shared positions

$TJX $ETN $LIN $UNP $ECL $PLD

$1.3B

159 positions

#6NATURAL INVESTMENTS, LLCPassive

Notable overlap · 12 shared positions

$ASML $AZN $ETN $UL $ECL $UNP

$455M

301 positions

#7Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$ASML $TJX $ECL $UNP $TRV $XYL

$116M

240 positions

#8MCCARTER PRIVATE WEALTH SERVICES LLCPassive

Some overlap · 7 shared positions

$TJX $ETN $AZN $TT $TRV $NXPI

$290M

179 positions

#9Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$ASML $TJX $LIN $UNP $PNC $NXPI

$2.3B

275 positions

#10Invera Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$TJX $TT $ETN $NXPI $UNP $CDNS

$186M

132 positions

#11Impax Asset Management Group plcActive

Some overlap · 8 shared positions

$ECL $LIN $CDNS $WAB $AWK $VMI

$15.4B

284 positions

#12Bluebird Wealth Management LLCPassive

Some overlap · 6 shared positions

$TJX $ASML $ETN $LIN $NOW $VRTX

$115M

89 positions

#13STRATEGIC PLANNING GROUP, LLCActive

Some overlap · 6 shared positions

$ASML $TJX $LIN $TT $VRTX $ETN

$918M

75 positions

#14Harrington Investments, INCPassive

Some overlap · 6 shared positions

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

$206M

82 positions

#15NIXON PEABODY TRUST COActive

Some overlap · 6 shared positions

$ASML $TJX $ETN $NOW $JBHT $ICE

$1.4B

177 positions

#16Vivid Wealth Management, LLCPassive

Some overlap · 6 shared positions

$TJX $PNC $ETN $UNP $CDNS $NOW

$284M

73 positions

#17Vancity Investment Management Ltd

Some overlap · 7 shared positions

$TT $ETN $LIN $PNC $NOW $FERG

$629M

94 positions

#18Saranac Partners LtdPassive

Some overlap · 6 shared positions

$TJX $TT $ECL $CDNS $NOW $ICE

$343M

117 positions

#19Clearbridge Investments, LLCPassive

Some overlap · 8 shared positions

$ASML $LIN $ETN $VRTX $AZN $TRV

$120.9B

699 positions

#20BOSTON FAMILY OFFICE LLCActive

Some overlap · 7 shared positions

$ECL $ETN $ASML $UNP $NOW $XYL

$1.6B

314 positions

#21BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$PNC $TJX $ETN $UNP $CDNS $NOW

$414M

106 positions

#22Teamwork Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$PNC $TJX $ETN $UNP $CDNS $NOW

$1.1B

215 positions

#23Sun Financial IncPassive

Some overlap · 6 shared positions

$TJX $PNC $ETN $UNP $CDNS $NOW

$212M

161 positions

#24Birch Hill Investment Advisors LLCActive

Some overlap · 5 shared positions

$ASML $TJX $ECL $VRTX $TT

$2.5B

211 positions

#25Cumberland Partners LtdPassive

Some overlap · 6 shared positions

$TJX $ETN $AZN $LIN $UNP $FERG

$1.5B

153 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.