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Hedge Funds Similar to Wilmington Savings Fund Society, FSB

13F Portfolio OverlapQ1 2026Wilmington Savings Fund Society, FSB portfolio →
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Most similar hedge funds by 13F overlap

Wilmington Savings Fund Society, FSB is an institutional investor managing $4.2B across 1,423 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 Wilmington Savings Fund Society, FSB are First Pacific Advisors,, One River Asset ,, SCHMIDT P J INVESTMENT, with shared positions in $CCZ, $ADI, $TMO, $ABT, $IBM, $SE. The full ranking of 25 similar funds is below.

#1First Pacific Advisors, LPActive
Some overlap · 3 shared positions
$CCZ$ADI$TMO
$7.1B
86 positions
#2One River Asset Management, LLCPassive
Some overlap · 4 shared positions
$CCZ$ABT$TMO$IBM
$273M
255 positions
#3SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 5 shared positions
$SE$ABT$ADI$HON$MCD
$595M
212 positions
#4Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$SE$GLW$ADI$IBM
$873M
189 positions
#5Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$CCZ$ABT$ADI$HON$MCD
$179M
59 positions
#6Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$SE$CCZ$ADI$JCI
$253M
126 positions
#7PeakShares LLCPassive
Some overlap · 6 shared positions
$GLW$REGN$TJX$TMO$IBM$MCD
$109M
116 positions
#8Bryn Mawr Trust Advisors, LLCPassive
Some overlap · 6 shared positions
$SE$REGN$TJX$IBM$JCI$MCD
$2.1B
438 positions
#9Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$SE$ABT$TJX$HON$MCD
$100M
54 positions
#10DoubleLine ETF Adviser LPPassive
Some overlap · 5 shared positions
$CCZ$ABT$TJX$TMO$MCD
$263M
176 positions
#11Partnership Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$GLW$ABT$MCD
$131M
66 positions
#12Cornerstone National Bank & Trust CoPassive
Some overlap · 4 shared positions
$SE$ADI$TJX$JCI
$271M
209 positions
#13IFS Group,LLCPassive
Some overlap · 3 shared positions
$SE$GLW$REGN
$112M
144 positions
#14D1 Capital Partners L.P.Active
Some overlap · 4 shared positions
$SE$ADI$TMO$JCI
$11.2B
44 positions
#15Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$SE$ADI$TMO$HON
$190M
80 positions
#16CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 4 shared positions
$CCZ$GLW$ADI$JCI
$758M
179 positions
#17Boit C F DavidPassive
Some overlap · 5 shared positions
$GLW$ABT$ADI$TMO$MCD
$225M
117 positions
#18CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$CCZ$REGN$TJX$HON
$2.2B
145 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$ABT$TJX$TMO$IBM$HON$MCD
$353M
78 positions
#20Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$GLW$IBM
$779M
297 positions
#21CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$ADI$TJX$CCZ$TMO$HON$MCD
$5.0B
55 positions
#22Distillate Capital Partners LLCPassive
Some overlap · 3 shared positions
$CCZ$ABT$REGN
$1.9B
118 positions
#23HARBOR ADVISORY CORP /MA/Passive
Some overlap · 4 shared positions
$SE$ABT$MCD$IBM
$333M
79 positions
#24MAPLELANE CAPITAL, LLCActive
Some overlap · 3 shared positions
$SE$FIGR$ADI
$2.8B
64 positions
#25Bank of MarinPassive
Some overlap · 5 shared positions
$SE$TMO$HON$MCD$HSY
$137M
135 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.