What hedge funds are most similar to Clearbridge Investments, LLC?

The funds with the most similar 13F portfolios to Clearbridge Investments, LLC are Freedom Day Solutions, TRILLIUM ASSET, Saturna, based on overlapping conviction holdings in the latest SEC filings.

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 Clearbridge Investments

13F Portfolio OverlapQ2 2026Clearbridge Investments portfolio →

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Most similar hedge funds by 13F overlap

Clearbridge Investments, LLC is an institutional investor managing $120.9B across 699 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 Clearbridge Investments are Freedom Day Solutions, TRILLIUM ASSET, Saturna, with shared positions in $WMB, $ASML, $LIN, $TXN, $VRTX, $ANET. The full ranking of 25 similar funds is below.

#1Freedom Day Solutions, LLCActive

Some overlap · 7 shared positions

$WMB $ASML $LIN $TXN $VRTX $ANET

$452M

134 positions

#2TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 8 shared positions

$ASML $LIN $ETN $VRTX $AZN $TRV

$3.3B

230 positions

#3Saturna Capital CORPActive

Some overlap · 8 shared positions

$ASML $TXN $LIN $GWW $AZN $APD

$8.2B

140 positions

#4FOUNDERS FINANCIAL SECURITIES LLCPassive

Some overlap · 9 shared positions

$WMB $TXN $ASML $LIN $CVS $UNP

$2.0B

555 positions

#5Third View Private Wealth, LLCPassive

Some overlap · 9 shared positions

$WMB $VRTX $TXN $MRSH $UNP $APD

$814M

291 positions

#6Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$WMB $LIN $TXN $UNP $MRSH $SHW

$467M

118 positions

#7Phraction Management LLCActive

Some overlap · 6 shared positions

$WMB $ASML $LIN $TXN $TMO $ETN

$596M

66 positions

#8Banco de Sabadell, S.APassive

Some overlap · 7 shared positions

$ASML $TXN $ETN $TMO $UNP $APD

$170M

61 positions

#9Canal Capital Management, LLCPassive

Some overlap · 7 shared positions

$ASML $ANET $GWW $ETN $VRTX $UNP

$819M

220 positions

#10ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 7 shared positions

$ASML $TXN $ETN $TMO $SHW $TJX

$1.3B

109 positions

#11Bluebird Wealth Management LLCPassive

Some overlap · 6 shared positions

$ASML $LIN $VRTX $ETN $ANET $TJX

$115M

89 positions

#12STRATEGIC PLANNING GROUP, LLCActive

Some overlap · 6 shared positions

$ASML $LIN $VRTX $ETN $ANET $TJX

$918M

75 positions

#13Avanda Investment Management Pte. Ltd.Active

Some overlap · 6 shared positions

$ASML $LIN $TXN $ANET $TMO $TEL

$299M

39 positions

#14BOWEN HANES & CO INCActive

Some overlap · 6 shared positions

$ASML $TXN $VRTX $ETN $UNP $BX

$4.1B

151 positions

#15Westerkirk Capital Inc.Active

Some overlap · 7 shared positions

$TXN $ETN $ANET $AZN $TMO $APD

$1.0B

212 positions

#16Suncoast Equity ManagementActive

Some overlap · 8 shared positions

$ASML $ETN $GWW $TJX $ABNB $SHW

$798M

63 positions

#17GUYASUTA INVESTMENT ADVISORS INCActive

Some overlap · 6 shared positions

$ASML $LIN $TXN $TMO $TEL $VMC

$1.9B

276 positions

#18MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 7 shared positions

$LIN $VRTX $ETN $TMO $UNP $BX

$1.9B

264 positions

#19BAHL & GAYNOR INCActive

Some overlap · 6 shared positions

$WMB $TXN $ETN $TRV $TEL $TJX

$21.7B

341 positions

#20Greenfield Seitz Capital Management, LLCPassive

Some overlap · 5 shared positions

$ASML $LIN $TXN $ETN $ANET

$336M

107 positions

#21Princeton Global Asset Management LLCPassive

Some overlap · 7 shared positions

$LIN $VRTX $ETN $ETR $TJX $BX

$698M

831 positions

#22Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$ASML $LIN $ANET $TMO $UNP $TJX

$2.3B

275 positions

#23BOSTON FAMILY OFFICE LLCPassive

Some overlap · 7 shared positions

$ASML $ETN $TMO $UNP $MRSH $APD

$1.6B

314 positions

#24DEFINED WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ASML $TXN $WMB $TRV $APD $TEL

$194M

115 positions

#25Colonial Trust AdvisorsPassive

Some overlap · 7 shared positions

$ASML $ETN $TXN $UNP $APD $TJX

$1.4B

807 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.