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 BALDWIN WEALTH PARTNERS

13F Portfolio OverlapQ3 2026BALDWIN WEALTH PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

BALDWIN WEALTH PARTNERS LLC/MA is an institutional investor managing $1.5B across 234 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BALDWIN WEALTH PARTNERS are Fjell, Blue Chip Partners, PATTON ALBERTSON MILLER GROUP, with shared positions in $KLAC, $WM, $NEE, $BX, $UNP, $DHR. The full ranking of 25 similar funds is below.

#1Fjell Capital, LLCPassive

Notable overlap · 7 shared positions

$KLAC $WM $NEE $BX $UNP $DHR

$178M

84 positions

#2Blue Chip Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $ASML $WM $PWR $NEE

$1.6B

184 positions

#3PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 6 shared positions

$KLAC $URI $PWR $DHR $UNP $MCK

$994M

219 positions

#4NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 8 shared positions

$ASML $UNP $URI $NEE $WM $PWR

$2.7B

200 positions

#5Philadelphia Investment Partners, LLCPassive

Notable overlap · 7 shared positions

$KLAC $URI $BX $IAU $MAR $AXSM

$161M

189 positions

#6Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $URI $PWR $UNP $MCK

$487M

628 positions

#7Applied Finance Capital Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $URI $UNP $PWR $MAR

$1.3B

218 positions

#8Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$KLAC $URI $BX $MCK

$3.0B

312 positions

#9BANK OF STOCKTONActive

Notable overlap · 4 shared positions

$KLAC $ADI $ASML $UNP

$333M

124 positions

#10Cunning Capital Partners, LPActive

Notable overlap · 4 shared positions

$KLAC $URI $PWR $MCK

$248M

55 positions

#11First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$WM $NEE $UNP $BX $MAR $DHR

$529M

75 positions

#12BROWN BROTHERS HARRIMAN & COActive

Notable overlap · 4 shared positions

$KLAC $WM $AJG $ADI

$22.8B

1,818 positions

#13Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$ASML $ADI $UNP $NEE $BX $DHR

$116M

240 positions

#14Jackson Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $BX $URI $AJG

$170M

86 positions

#15Gunderson Capital Management Inc.Active

Notable overlap · 4 shared positions

$KLAC $ASML $ADI $PWR

$359M

54 positions

#16SIGMA INVESTMENT COUNSELORS INCActive

Notable overlap · 7 shared positions

$URI $KLAC $IAU $AJG $NEE $DHR

$2.1B

218 positions

#17ORSER CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$ASML $WM $UNP $ADI $PWR $DHR

$176M

58 positions

#18Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $ADI $MCK $WAT $SCHW

$2.5B

166 positions

#19Covenant Asset Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ASML $PWR $ADI

$746M

169 positions

#20Benchmark Investment Advisors LLCActive

Notable overlap · 3 shared positions

$KLAC $URI $ASML

$228M

70 positions

#21JGP Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $ADI $NEE

$1.1B

242 positions

#22NZS Capital, LLCActive

Notable overlap · 5 shared positions

$KLAC $URI $PWR $AJG $DHR

$3.9B

61 positions

#23Faithward Advisors, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ASML $IAU $URI

$819M

339 positions

#24Shoker Investment Counsel, Inc.Active

Notable overlap · 3 shared positions

$KLAC $ADI $UNP

$398M

113 positions

#25WASHINGTON TRUST CoPassive

Notable overlap · 5 shared positions

$KLAC $ASML $ADI $PWR $NEE

$3.2B

291 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.