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Hedge Funds Similar to CONGRESS ASSET /MA

13F Portfolio OverlapQ1 2026CONGRESS ASSET /MA portfolio →
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Most similar hedge funds by 13F overlap

CONGRESS ASSET MANAGEMENT CO /MA is an institutional investor managing $16.3B across 376 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 CONGRESS ASSET /MA are Passumpsic Savings Bank, Winslow ,, Munro Partners, with shared positions in $ANET, $TJX, $HWM, $GEV, $PH, $APH. The full ranking of 25 similar funds is below.

#1Passumpsic Savings Bank
Notable overlap · 8 shared positions
$ANET$TJX$HWM$GEV$PH$APH
$183M
90 positions
#2Winslow Capital Management, LLCActive
Notable overlap · 9 shared positions
$HWM$GEV$ISRG$PH$ORLY$ANET
$25.6B
60 positions
#3Munro PartnersActive
Notable overlap · 8 shared positions
$STRL$HWM$ETN$GEV$TKO$MOD
$3.0B
59 positions
#4Legacy Bridge, LLCPassive
Notable overlap · 7 shared positions
$ANET$STRL$ETN$GEV$PH$ASML
$262M
320 positions
#5MARIETTA INVESTMENT PARTNERS LLCPassive
Notable overlap · 7 shared positions
$ANET$HWM$GEV$ETN$PH$APH
$499M
161 positions
#6Longbow Finance SAPassive
Some overlap · 7 shared positions
$TJX$HWM$WELL$PH$GEV$WMB
$552M
55 positions
#7TCW GROUP INCActive
Some overlap · 7 shared positions
$ANET$ETN$ISRG$ORLY$WELL$ASML
$13.3B
629 positions
#8AXIOM INVESTORS LLC /DEActive
Some overlap · 7 shared positions
$TJX$HWM$GEV$CW$APH$ASML
$9.0B
121 positions
#9Geneva Partners, LLCActive
Some overlap · 6 shared positions
$STRL$GEV$HWM$PH$MOD$ORLY
$208M
63 positions
#10Robbins FarleyActive
Some overlap · 6 shared positions
$ANET$TJX$ETN$MLM$ECL$BSX
$226M
143 positions
#11McLaughlin Asset Management, Inc.Passive
Some overlap · 6 shared positions
$TJX$GEV$HWM$ANET$ISRG$BSX
$105M
91 positions
#12Williams Jones Wealth Management, LLC.Active
Some overlap · 6 shared positions
$TJX$ETN$ISRG$ORLY$ECL$APH
$8.1B
514 positions
#13BOWEN HANES & CO INCActive
Some overlap · 6 shared positions
$ETN$GEV$WELL$ISRG$PH$ASML
$4.1B
151 positions
#14LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ANET$STRL$TJX$PH$ORLY
$174M
65 positions
#15BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$HWM$ETN$WELL$WMB$ECL$HLT
$545M
145 positions
#16Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$ANET$TJX$ETN$GEV$WMB
$267M
33 positions
#17PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 6 shared positions
$TJX$CW$MOD$NVT$GEV$ASML
$384M
45 positions
#18South Street Advisors LLCActive
Some overlap · 6 shared positions
$TJX$HWM$ORLY$APH$HLT$ETN
$690M
83 positions
#19Renaissance Investment Group LLCActive
Some overlap · 5 shared positions
$TJX$HWM$GEV$ISRG$MLM
$465M
81 positions
#20AMJ Financial Wealth ManagementPassive
Some overlap · 5 shared positions
$ANET$TJX$ETN$ORLY$RMBS
$424M
86 positions
#21FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$TJX$ETN$ECL$ANET$APH$ORLY
$1.2B
150 positions
#22Argentarii, LLCPassive
Some overlap · 7 shared positions
$WELL$PH$WMB$APH$HWM$HLT
$286M
198 positions
#23Banque Transatlantique SAActive
Some overlap · 6 shared positions
$ETN$HWM$ISRG$ORLY$BSX$ANET
$4.2B
442 positions
#24Rithm Capital Corp.Active
Some overlap · 5 shared positions
$STRL$ETN$GEV$NVT$PRIM
$67M
38 positions
#25Running Oak Capital LLCActive
Some overlap · 5 shared positions
$TJX$ETN$CW$PH$NVT
$741M
55 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.