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 FRANKLIN STREET ADVISORS

13F Portfolio OverlapQ2 2026FRANKLIN STREET ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

FRANKLIN STREET ADVISORS INC /NC is an institutional investor managing $1.8B across 176 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 FRANKLIN STREET ADVISORS are WINDWARD, MeadowBrook Investment Advisors, GREAT LAKES ADVISORS, with shared positions in $BLK, $TJX, $LIN, $TER, $CME, $TMO. The full ranking of 25 similar funds is below.

#1WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 10 shared positions

$BLK $TJX $LIN $TER $CME $TMO

$1.3B

73 positions

#2MeadowBrook Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$TMO $AXP $LIN $BLK $ETN $BA

$126M

196 positions

#3GREAT LAKES ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$LIN $BLK $TJX $DIS $PEP $MLM

$13.1B

825 positions

#4WINSLOW ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$AXP $LIN $TER $ETN $DIS $CG

$575M

82 positions

#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$TMO $BLK $TJX $LIN $PEP

$499M

73 positions

#6Osprey Private Wealth LLCPassive

Notable overlap · 5 shared positions

$TMO $BLK $TJX $DIS $PEP

$387M

88 positions

#7Strategic Wealth Investment Group, LLCPassive

Notable overlap · 6 shared positions

$TMO $AXP $LIN $PEP $BA $ETN

$825M

104 positions

#8CONNORS INVESTOR SERVICES INCPassive

Some overlap · 6 shared positions

$TJX $LIN $DASH $ETN $AXP $PEP

$1.2B

153 positions

#9GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 5 shared positions

$TMO $BLK $DIS $PEP $BA

$372M

82 positions

#10Guinness Asset Management LTDActive

Some overlap · 6 shared positions

$BLK $CME $AFL $ETN $PEP $TMO

$5.9B

141 positions

#11Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$BLK $TJX $ETN $PEP $TMO $LIN

$339M

49 positions

#12Unisphere EstablishmentActive

Some overlap · 4 shared positions

$TMO $BLK $TJX $LIN

$11.7B

56 positions

#13W.H. Cornerstone Investments Inc.Passive

Some overlap · 7 shared positions

$AFL $ETN $TMO $BLK $LIN $TJX

$177M

141 positions

#14ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$AXP $AFL $TJX $PEP $DIS $TMO

$1.9B

88 positions

#15Haverford Trust CoActive

Some overlap · 5 shared positions

$BLK $TJX $TMO $ETN $PEP

$11.6B

424 positions

#16Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$TJX $BLK $LIN $CME $PEP

$253M

63 positions

#17Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$BLK $TJX $TMO $ETN $CME

$170M

61 positions

#18Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$TJX $AXP $TER $LIN $ETN

$115M

89 positions

#19Destination Wealth ManagementPassive

Some overlap · 5 shared positions

$TJX $AXP $AFL $DIS $TMO

$4.3B

344 positions

#20ALBION FINANCIAL GROUP /UTPassive

Some overlap · 5 shared positions

$BLK $TJX $TMO $DIS $PEP

$1.7B

652 positions

#21NICHOLS & PRATT ADVISERS LLP /MAActive

Some overlap · 5 shared positions

$TJX $LIN $TMO $PEP $IQV

$1.6B

109 positions

#22PIONEER TRUST BANK N A/ORPassive

Some overlap · 5 shared positions

$BLK $TJX $DIS $ETN $PEP

$441M

87 positions

#23Henshaw Capital LLCActive

Some overlap · 5 shared positions

$BLK $TMO $AFL $AXP $BA

$3.1B

160 positions

#24Providence Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$TMO $LIN $TJX $ETN $DIS

$660M

385 positions

#25BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$TJX $LIN $TMO $ETN $PEP

$8.0B

1,334 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.