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 CONGRESS ASSET

13F Portfolio OverlapQ2 2026CONGRESS ASSET portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CONGRESS ASSET MANAGEMENT CO /MA is an institutional investor managing $16.3B across 376 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 CONGRESS ASSET are Transamerica Financial Advisors, BankChampaign, National Association, MARIETTA INVESTMENT PARTNERS, with shared positions in $HWM, $WELL, $ASML, $ETN, $IBKR, $WMB. The full ranking of 25 similar funds is below.

#1Transamerica Financial Advisors, LLCPassive

Some overlap · 9 shared positions

$HWM $WELL $ASML $ETN $IBKR $WMB

$1.2B

2,188 positions

#2BankChampaign, National AssociationPassive

Some overlap · 7 shared positions

$STRL $ETN $ASML $HWM $ANET $PH

$130M

200 positions

#3MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 6 shared positions

$APH $ANET $ETN $ASML $HWM $PH

$582M

170 positions

#4Longbow Finance SAPassive

Some overlap · 7 shared positions

$ANET $HWM $WELL $PH $TJX $IBKR

$782M

59 positions

#5Acumen Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$ANET $ETN $ASML $APH $PH $TJX

$472M

493 positions

#6Inspire Investing, LLCPassive

Some overlap · 6 shared positions

$APH $ANET $WELL $PH $IBKR $CW

$2.4B

1,266 positions

#7Legacy Bridge, LLCPassive

Some overlap · 5 shared positions

$ANET $STRL $ETN $ASML $PH

$324M

322 positions

#8Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$APH $ANET $ASML $HWM $PH

$29.1B

66 positions

#9Argentarii, LLCPassive

Some overlap · 6 shared positions

$APH $WELL $PH $HWM $WMB $ETN

$332M

213 positions

#10Smith, Salley & AssociatesPassive

Some overlap · 5 shared positions

$APH $ANET $ASML $CW $TJX

$2.3B

275 positions

#11QUEST INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$APH $ANET $ETN $TJX $ORLY

$856M

115 positions

#12Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$ANET $ETN $ASML $MDB $TJX

$115M

89 positions

#13BRASADA CAPITAL MANAGEMENT, LPPassive

Some overlap · 5 shared positions

$APH $ETN $HWM $WELL $WMB

$558M

152 positions

#14KP Management LLCPassive

Some overlap · 5 shared positions

$APH $ETN $ASML $PH $ORLY

$532M

86 positions

#15STRATEGIC PLANNING GROUP, LLCActive

Some overlap · 5 shared positions

$ANET $STRL $ASML $ETN $TJX

$918M

75 positions

#16Waratah Capital Advisors Ltd.Active

Some overlap · 5 shared positions

$ASML $STRL $MOD $NVT $WELL

$2.9B

142 positions

#17Elite Life Management LLCActive

Some overlap · 5 shared positions

$ANET $ETN $APH $WELL $PH

$85M

61 positions

#18Dorsey Wright & AssociatesPassive

Some overlap · 5 shared positions

$APH $HWM $WELL $CW $IBKR

$590M

131 positions

#19JOHNSON INVESTMENT COUNSEL INCActive

Some overlap · 5 shared positions

$APH $ASML $NVT $TJX $WMB

$13.7B

840 positions

#20PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$ANET $ETN $NVT $STRL $ORLY

$671M

197 positions

#21TCW GROUP INCActive

Some overlap · 5 shared positions

$ANET $ETN $ASML $WELL $ORLY

$14.9B

640 positions

#22Ayrshire Capital Management LLCPassive

Some overlap · 5 shared positions

$APH $ANET $ETN $TJX $WMB

$214M

50 positions

#23LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ANET $STRL $PH $TJX $ORLY

$218M

80 positions

#24HENDLEY & CO INCActive

Some overlap · 5 shared positions

$APH $ETN $PH $TJX $HWM

$283M

47 positions

#25Night Squared LPPassive

Some overlap · 5 shared positions

$ETN $ASML $ANET $PH $BOOT

$930M

69 positions

Compare CONGRESS ASSET’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CONGRESS ASSET’s holdings

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.