13F Pro

Hedge Funds Similar to First Affirmative Financial Network

13F Portfolio OverlapQ1 2026First Affirmative Financial Network portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

First Affirmative Financial Network is an institutional investor managing $213M across 296 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to First Affirmative Financial Network are Financial Gravity Asset, Saturna, Minot DeBlois Advisors, with shared positions in $NVS, $ASML, $SYK, $UL, $AZN, $CRM. The full ranking of 25 similar funds is below.

#1Financial Gravity Asset Management, Inc.
Some overlap · 7 shared positions
$NVS$ASML$SYK$UL$AZN$CRM
$562M
973 positions
#2Saturna Capital CORPActive
Some overlap · 7 shared positions
$ASML$SYK$UL$AZN$NVS$LIN
$8.2B
140 positions
#3Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$AXP$NVS$ASML$ADP$DHR$CRM
$116M
240 positions
#4LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 7 shared positions
$ASML$SYK$ADP$DHR$TMO$INTU
$10.3B
565 positions
#5ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NVS$ASML$ADP$UL$AZN$LIN
$713M
97 positions
#6Martin Investment Management, LLCActive
Some overlap · 6 shared positions
$AXP$NVS$SYK$AZN$TMO$ASML
$300M
47 positions
#7HEADINVEST, LLCPassive
Some overlap · 6 shared positions
$AXP$NVS$UL$LIN$DHR$INTU
$536M
217 positions
#8Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$AXP$SYK$ADP$LIN$DHR$TMO
$637M
146 positions
#9Arlington Partners LLCActive
Some overlap · 6 shared positions
$NVS$ASML$ADP$UL$TMO$CRM
$55M
64 positions
#10ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 6 shared positions
$AXP$ASML$SYK$TMO$INTU$NOW
$584M
366 positions
#11NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 7 shared positions
$SYK$ADP$UL$LIN$CRM$INTU
$341M
91 positions
#12Karani Asset Management LLCPassive
Some overlap · 6 shared positions
$AXP$ASML$SYK$INTU$CRM$NOW
$139M
57 positions
#13Timber Creek Capital Management LLCPassive
Some overlap · 6 shared positions
$NVS$ASML$UL$AZN$LIN$CRM
$490M
80 positions
#14Evelyn Partners Asset Management Ltd
Some overlap · 6 shared positions
$ASML$SYK$ADP$UL$AZN$INTU
$406M
308 positions
#15Dundas Partners LLPActive
Some overlap · 6 shared positions
$AXP$SYK$ADP$TMO$CRM$INTU
$1.4B
31 positions
#16Dash Acquisitions Inc.Active
Some overlap · 6 shared positions
$SAP$ADP$TMO$CRM$INTU$NOW
$494M
72 positions
#17ANB BANKPassive
Some overlap · 6 shared positions
$ASML$SYK$ADP$LIN$DHR$TMO
$268M
127 positions
#18Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$ASML$SYK$ADP$LIN$DHR$TMO
$562M
84 positions
#19Boit C F DavidPassive
Some overlap · 6 shared positions
$NVS$SYK$ADP$LIN$DHR$INTU
$238M
85 positions
#20Clean Yield GroupPassive
Some overlap · 6 shared positions
$ASML$SYK$ADP$UL$CRM$NOW
$403M
395 positions
#21Sustainable Growth Advisers, LPActive
Some overlap · 7 shared positions
$AXP$LIN$DHR$SAP$CRM$NOW
$10.2B
47 positions
#22BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$ASML$SYK$ADP$TMO$CRM$NOW
$1.6B
314 positions
#23FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 6 shared positions
$ASML$SYK$AZN$LIN$DHR$NOW
$118M
56 positions
#24ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$AXP$ASML$SYK$ADP$TMO
$1.9B
88 positions
#25Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$ASML$ADP$UL$DHR
$710M
193 positions

Compare First Affirmative Financial Network’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 First Affirmative Financial Network’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.