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Hedge Funds Similar to Baird Financial Group

13F Portfolio OverlapQ2 2026Baird Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Baird Financial Group, Inc. is an institutional investor managing $72.7B across 1,924 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 Baird Financial Group are Wilkinson Global Asset, MARSHFIELD ASSOCIATES, WEIK, with shared positions in $PGR, $PH, $TJX, $UBER, $UNP, $DIS. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive
Notable overlap · 7 shared positions
$PGR$PH$TJX$UBER$UNP$DIS
$1.3B
62 positions
#2MARSHFIELD ASSOCIATESActive
Some overlap · 6 shared positions
$PGR$FAST$TJX$ORLY$DIS$EXPD
$4.3B
17 positions
#3WEIK CAPITAL MANAGEMENTActive
Some overlap · 7 shared positions
$PGR$TJX$ORLY$WFC$DIS$UBER
$260M
93 positions
#4NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PGR$TJX$UBER$ORLY$UNP
$82M
37 positions
#5Marble Harbor Investment Counsel, LLCActive
Some overlap · 5 shared positions
$PH$PGR$ORLY$WFC$DIS
$984M
200 positions
#6FIRST NATIONAL BANK SIOUX FALLSActive
Some overlap · 7 shared positions
$UBER$UNP$WFC$DIS$TJX$DHR
$328M
153 positions
#7LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$PGR$SCHW$FAST$TEL
$17.5B
169 positions
#8DUDLEY & SHANLEY, INC.Active
Some overlap · 4 shared positions
$PGR$SCHW$FAST$DHR
$629M
36 positions
#9Venturi Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PGR$TJX$SCHW$DIS$DHR
$2.6B
632 positions
#10Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$PH$SCHW$TJX$DIS
$2.5B
166 positions
#11BTC Capital Management, Inc.Passive
Some overlap · 5 shared positions
$TJX$PH$FAST$ORLY$WFC
$1.6B
207 positions
#12HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TJX$TEL$ORLY$UBER$DHR
$2.9B
286 positions
#13SOMERVILLE KURT FActive
Some overlap · 5 shared positions
$TJX$SCHW$UBER$DHR$ORLY
$419M
97 positions
#14Shepherd Street Advisors LLCPassive
Some overlap · 4 shared positions
$PH$SCHW$UNP$WFC
$116M
85 positions
#15Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$SCHW$TJX$UBER$DHR$UNP
$1.4B
135 positions
#16Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$SCHW$UBER$WFC$DIS$UNP
$678M
357 positions
#17Galvin, Gaustad & Stein, LLCPassive
Some overlap · 4 shared positions
$PGR$UBER$UNP$WFC
$1.3B
257 positions
#18Unify Financial AdvisorsPassive
Some overlap · 4 shared positions
$PH$SCHW$UBER$DHR
$108M
90 positions
#19JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$PGR$TJX$ORLY$EXPD
$748M
68 positions
#20Regal Partners LtdActive
Some overlap · 5 shared positions
$SCHW$UNP$WFC$DIS$UBER
$1.8B
122 positions
#21BARROW HANLEY MEWHINNEY & STRAUSS LLCPassive
Some overlap · 4 shared positions
$SCHW$UBER$TEL$WFC
$33.0B
369 positions
#22LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$PH$TJX$DHR$UNP$ORLY
$10.8B
564 positions
#23Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$PGR$TJX$UNP$WFC
$412M
181 positions
#24PRENTISS SMITH & CO INCActive
Some overlap · 4 shared positions
$PGR$SCHW$UNP$UBER
$182M
67 positions
#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SCHW$TJX$UNP$FAST
$529M
72 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.