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Hedge Funds Similar to Arjuna

13F Portfolio OverlapQ2 2026Arjuna portfolio →
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Most similar hedge funds by 13F overlap

Arjuna Capital is an institutional investor managing $444M across 113 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 Arjuna are McKinley Carter Wealth Services, MOTCO, BayBridge Group, with shared positions in $WM, $DELL, $MCK, $APH, $TJX, $BNY. The full ranking of 25 similar funds is below.

#1McKinley Carter Wealth Services, Inc.Active
Some overlap · 6 shared positions
$WM$DELL$MCK$APH$TJX$BNY
$2.0B
323 positions
#2MOTCOPassive
Some overlap · 6 shared positions
$DELL$WM$MCK$APH$TJX$BNY
$1.2B
840 positions
#3BayBridge Capital Group, LLCActive
Some overlap · 5 shared positions
$MFC$WM$MCK$TJX$JBL
$190M
97 positions
#4HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$NVS$WM$APH$TJX$STT
$314M
98 positions
#5Longbow Finance SAPassive
Some overlap · 5 shared positions
$TRV$MCK$STT$TJX$BNY
$782M
59 positions
#6Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$GSK$WM$MCK$TJX
$253M
63 positions
#7FOSTER & MOTLEY INCPassive
Some overlap · 5 shared positions
$DELL$KR$JBL$MFC$MCK
$2.2B
405 positions
#8J. Team Financial, Inc.Passive
Some overlap · 5 shared positions
$WM$DELL$STT$MCK$BNY
$103M
102 positions
#9LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$KR$WM$MCK$CL$TRV
$1.0B
154 positions
#10Boston Common Asset Management, LLCPassive
Some overlap · 5 shared positions
$CL$TJX$NVS$BNY$WM
$1.7B
181 positions
#11Silphium Asset Management LtdSmart money
Some overlap · 6 shared positions
$MCK$APH$WM$TJX$DELL$JBL
$305M
54 positions
#12GHP Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$STT$TJX$TRV$EXPD$MCK
$2.7B
1,321 positions
#13CONNING INC.Passive
Some overlap · 4 shared positions
$TRV$ITW$CL$BNY
$3.3B
327 positions
#14Te Ahumairangi Investment Management LtdActive
Some overlap · 4 shared positions
$TRV$KR$CL$MCK
$620M
86 positions
#15Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TRV$STT$MCK$MET
$487M
628 positions
#16Townsend & Associates, IncActive
Some overlap · 4 shared positions
$KR$WM$MCK$TJX
$1.2B
111 positions
#17LECAP ASSET MANAGEMENT LTDPassive
Some overlap · 5 shared positions
$KR$APH$JBL$SYY$STT
$210M
261 positions
#18Harrington Investments, INCPassive
Some overlap · 4 shared positions
$AMAL$ITW$TJX$SYY
$209M
80 positions
#19Sawyer & Company, IncPassive
Some overlap · 4 shared positions
$TRV$ITW$TJX$SYY
$298M
199 positions
#20Saturna Capital CORPActive
Some overlap · 5 shared positions
$WM$ITW$TJX$NVS$CL
$8.2B
140 positions
#21Quartz Partners, LLCPassive
Some overlap · 4 shared positions
$NVS$DELL$APH$STT
$305M
191 positions
#22EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 4 shared positions
$ITW$APH$EXPD$CL
$204M
148 positions
#23ARWA LLCPassive
Some overlap · 4 shared positions
$WM$MCK$APH$TJX
$272M
145 positions
#24SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$WM$MCK$APH$TJX
$125M
51 positions
#25Cumberland Partners LtdPassive
Some overlap · 4 shared positions
$DELL$MCK$APH$TJX
$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.