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 WELLINGTON GROUP LLP

13F Portfolio OverlapQ1 2026WELLINGTON GROUP LLP portfolio →

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Most similar hedge funds by 13F overlap

WELLINGTON MANAGEMENT GROUP LLP is an institutional investor managing $535.5B across 1,869 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 WELLINGTON GROUP LLP are WOODLEY FARRA MANION PORTFOLIO, US Asset, International, /CA/, with shared positions in $AZN, $SRE, $HON, $DHR, $ABT, $DIS. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 7 shared positions

$AZN $SRE $HON $DHR $ABT $DIS

$2.1B

122 positions

#2US Asset Management LLCPassive

Some overlap · 8 shared positions

$HON $MRSH $DHR $PM $UNH $DIS

$115M

117 positions

#3Capital International, Inc./CA/Active

Some overlap · 7 shared positions

$AZN $NOC $WELL $MRSH $PM $ABT

$13.0B

303 positions

#4Capital Group Private Client Services, Inc.Active

Some overlap · 7 shared positions

$AZN $NOC $WELL $MRSH $PM $ABT

$5.9B

240 positions

#5Pictet & Cie (Europe) SAActive

Some overlap · 7 shared positions

$WFC $MRSH $DHR $PM $UNH $SYK

$4.7B

207 positions

#6PICTET BANK & TRUST LtdActive

Some overlap · 7 shared positions

$WFC $MRSH $PM $UNH $SYK $TXN

$76M

33 positions

#7BURLING WEALTH PARTNERS, LLCPassive

Some overlap · 7 shared positions

$HON $TMUS $NDAQ $DHR $ABT $SYK

$618M

177 positions

#8BANQUE PICTET & CIE SAActive

Some overlap · 7 shared positions

$WFC $MRSH $PM $UNH $SYK $TXN

$14.2B

385 positions

#9Brookmont Capital ManagementActive

Some overlap · 5 shared positions

$WFC $AZN $SRE $HON $ABT

$179M

59 positions

#10Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$HON $NOC $MRSH $ABT $SYK $TXN

$446M

104 positions

#11NS Partners LtdActive

Some overlap · 6 shared positions

$WFC $TMUS $NOC $PM $UNH $SYK

$2.2B

71 positions

#12Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$HON $DHR $PM $ABT $SYK $TXN

$583M

140 positions

#13Capital International InvestorsActive

Some overlap · 6 shared positions

$AZN $NOC $WELL $MRSH $PM $ABT

$426.5B

438 positions

#14Munich Reinsurance Co Stock Corp in MunichPassive

Some overlap · 6 shared positions

$SRE $TMUS $NDAQ $MRSH $D $NXPI

$4.1B

175 positions

#15Phraction Management LLCActive

Some overlap · 6 shared positions

$WFC $HON $DHR $PM $TXN $LIN

$483M

65 positions

#16Brentview Investment Management LLCPassive

Some overlap · 6 shared positions

$TRGP $TMUS $WELL $MRSH $PM $LIN

$231M

63 positions

#17ANB BANKPassive

Some overlap · 7 shared positions

$DHR $ABT $UNH $DIS $SYK $TXN

$247M

128 positions

#18SEARLE & CO.Passive

Some overlap · 5 shared positions

$AZN $TRGP $HON $NOC $PM

$398M

194 positions

#19RE ADVISERS CORPActive

Some overlap · 6 shared positions

$HON $NOC $ABT $UNH $DIS $NXPI

$3.7B

111 positions

#20FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 6 shared positions

$AZN $DHR $DIS $NXPI $SYK $LIN

$102M

56 positions

#21Family Capital Trust CoActive

Some overlap · 6 shared positions

$TRGP $TMUS $DHR $ABT $DIS $LIN

$306M

87 positions

#22Cetera Trust Company, N.APassive

Some overlap · 5 shared positions

$WFC $HON $TMUS $UNH $DIS

$177M

351 positions

#23FourThought Financial Partners, LLCPassive

Some overlap · 5 shared positions

$AZN $HON $NOC $NDAQ $ABT

$1.2B

384 positions

#24DLK Investment Management, LLCPassive

Some overlap · 6 shared positions

$HON $DHR $SRE $ABT $TXN $LIN

$253M

92 positions

#25Cox Capital Mgt LLCPassive

Some overlap · 5 shared positions

$AZN $HON $NOC $ABT $UNH

$151M

73 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.