Hedge Funds Similar to Laird Norton Wetherby Company

13F Portfolio OverlapQ2 2026Laird Norton Wetherby Company portfolio →

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Most similar hedge funds by 13F overlap

Laird Norton Wetherby Trust Company, LLC is an institutional investor managing $5.2B across 1,017 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 Laird Norton Wetherby Company are Basecamp Wealth Advisors, Bleakley Financial Group, South Shore Advisors, with shared positions in $DOV, $ASML, $KLAC, $PHYS. The full ranking of 18 similar funds is below.

#1Basecamp Wealth Advisors LLCActive

Some overlap · 4 shared positions

$DOV $ASML $KLAC $PHYS

$537M

1,822 positions

#2Bleakley Financial Group, LLCPassive

Slight overlap · 4 shared positions

$DOV $ASML $KLAC $PHYS

$7.9B

944 positions

#3South Shore Capital AdvisorsPassive

Slight overlap · 3 shared positions

$DOV $ASML $KLAC

$149M

154 positions

#4Murphy & Mullick Capital Management CorpPassive

Slight overlap · 3 shared positions

$DOV $ASML $KLAC

$161M

666 positions

#5AA Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $ASML $KLAC

$832M

230 positions

#6FSM Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $ASML $KLAC

$939M

350 positions

#7BSW Wealth PartnersActive

Slight overlap · 3 shared positions

$DOV $ASML $KLAC

$899M

331 positions

#8Tanager Wealth Management LLPActive

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$1.1B

158 positions

#9Fort Point Capital Partners LLCActive

Slight overlap · 3 shared positions

$DOV $KLAC $PHYS

$1.4B

254 positions

#10Five Oceans AdvisorsPassive

Slight overlap · 3 shared positions

$ASML $DOV $KLAC

$311M

204 positions

#11Chatterton & Associates Inc.Passive

Slight overlap · 3 shared positions

$DOV $ASML $KLAC

$170M

101 positions

#12BALDWIN WEALTH PARTNERS LLC/MAPassive

Slight overlap · 3 shared positions

$ASML $DOV $KLAC

$1.5B

234 positions

#13Daybright Advisory Services, Inc.Active

Slight overlap · 3 shared positions

$DOV $ASML $KLAC

$419M

145 positions

#14Dunhill Financial, LLCPassive

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$489M

1,617 positions

#15BANK HAPOALIM BMSmart money

Slight overlap · 3 shared positions

$ASML $KLAC $DOV

$1.5B

117 positions

#16Brickley Wealth ManagementSmart money

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$696M

68 positions

#17Kraft, Davis & Associates, LLCActive

Slight overlap · 3 shared positions

$ASML $KLAC $DOV

$479M

155 positions

#18Guild Investment Management, Inc.Passive

Slight overlap · 3 shared positions

$ASML $KLAC $PHYS

$146M

59 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.