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Hedge Funds Similar to WEATHERLY ASSET L. P.

13F Portfolio OverlapQ1 2026WEATHERLY ASSET L. P. portfolio →
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Most similar hedge funds by 13F overlap

WEATHERLY ASSET MANAGEMENT L. P. is an institutional investor managing $1.2B across 186 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 WEATHERLY ASSET L. P. are NIXON PEABODY, Werlinich Asset ,, DB Fitzpatrick & ,, with shared positions in $PANW, $ASML, $GD, $KO, $DE, $DHR. The full ranking of 25 similar funds is below.

#1NIXON PEABODY TRUST COActive
Some overlap · 7 shared positions
$PANW$ASML$GD$KO$DE$DHR
$1.3B
161 positions
#2Werlinich Asset Management, LLCActive
Some overlap · 8 shared positions
$ASML$WM$GD$GLW$DLR$ANET
$206M
56 positions
#3DB Fitzpatrick & Co, IncActive
Some overlap · 8 shared positions
$WM$PANW$GLW$FTNT$DE$LMT
$117M
106 positions
#4Trinity Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$WM$PANW$DLR$KO$DE
$462M
106 positions
#5Westhampton Capital, LLCPassive
Some overlap · 6 shared positions
$WM$PANW$KO$DE$LMT$DIS
$214M
129 positions
#6J. Team Financial, Inc.Passive
Some overlap · 8 shared positions
$WM$COP$DE$DHR$ANET$MCK
$89M
84 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$WM$DLR$COP$KO$LMT$ADBE
$218M
69 positions
#8Guardian Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$WM$ASML$COP$ANET$LMT
$183M
61 positions
#9NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$ASML$WM$PANW$DE$DHR$DIS
$2.4B
189 positions
#10Marietta Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ASML$PANW$WM$GLW$DE
$841M
129 positions
#11Sitrin Capital Management LLCPassive
Some overlap · 5 shared positions
$WM$PANW$LMT$GLW$DIS
$200M
39 positions
#12Thomasville National Bank
Some overlap · 5 shared positions
$PANW$ASML$GD$SHEL$KO
$1.6B
235 positions
#13Front Row Advisors LLCPassive
Some overlap · 6 shared positions
$ASML$GLW$DLR$FTNT$ANET$DHR
$296M
553 positions
#14Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$ASML$PANW$ANET$FTNT$LMT
$187M
87 positions
#15Stack Financial Management, IncActive
Some overlap · 5 shared positions
$WM$COP$KO$LMT$DHR
$1.4B
52 positions
#16HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$WM$COP$KO$DHR$SBUX$SHEL
$184M
101 positions
#17ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive
Some overlap · 5 shared positions
$PANW$ASML$SBUX$DLR$ADBE
$584M
366 positions
#18United Asset Strategies, Inc.Passive
Some overlap · 6 shared positions
$ASML$PANW$LMT$SBUX$MCK$ADBE
$1.3B
257 positions
#19InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$PANW$WM$FTNT$DHR$MCK
$175M
108 positions
#20Valtrion Capital Management, LLCActive
Some overlap · 6 shared positions
$PANW$KO$WM$GD$DHR$DIS
$106M
93 positions
#21Security National BankPassive
Some overlap · 4 shared positions
$PANW$ASML$GLW$DE
$687M
411 positions
#22PERRYMAN FINANCIAL ADVISORY INC /ADActive
Some overlap · 5 shared positions
$WM$COP$DE$LMT$SBUX
$667M
175 positions
#23M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WM$PANW$LMT$DIS
$130M
35 positions
#24Investment Research & Advisory Group, Inc.Active
Some overlap · 6 shared positions
$ASML$GD$LMT$PANW$SBUX$DHR
$286M
279 positions
#25ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$WM$ASML$PANW$MCK
$1.3B
100 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.