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Hedge Funds Similar to NATURAL INVESTMENTS

13F Portfolio OverlapQ2 2026NATURAL INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

NATURAL INVESTMENTS, LLC is an institutional investor managing $455M across 301 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 NATURAL INVESTMENTS are TRILLIUM ASSET, Clean Yield Group, FIGURE 8 INVESTMENT STRATEGIES, with shared positions in $ASML, $AZN, $ETN, $UL, $ECL, $UNP. The full ranking of 25 similar funds is below.

#1TRILLIUM ASSET MANAGEMENT, LLCActive
Notable overlap · 12 shared positions
$ASML$AZN$ETN$UL$ECL$UNP
$3.3B
230 positions
#2Clean Yield GroupPassive
Some overlap · 7 shared positions
$HASI$ASML$UL$ECL$PLD$AWK
$403M
395 positions
#3FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 7 shared positions
$HASI$ASML$AZN$PLD$TT$LIN
$118M
56 positions
#4ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ASML$AZN$UL$ECL$PNC$PLD
$713M
97 positions
#5Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$AXP$ABT$ETN$ECL$PNC$PLD
$686M
532 positions
#6RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$ASML$AXP$ETN$ABT$UNP$LIN
$10.4B
645 positions
#7Saturna Capital CORPActive
Some overlap · 7 shared positions
$ASML$AZN$UL$TT$LIN$UPS
$8.2B
140 positions
#8HENDLEY & CO INCActive
Some overlap · 6 shared positions
$ABT$AZN$ETN$AXP$UNP$LIN
$283M
47 positions
#9Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$ABT$AXP$ECL$UNP
$116M
240 positions
#10BANK OF STOCKTONActive
Some overlap · 5 shared positions
$ASML$ABT$AXP$UNP$PNC
$356M
126 positions
#11Clifford Group, LLCSmart money
Some overlap · 6 shared positions
$ABT$AXP$ETN$UNP$PLD$LIN
$145M
86 positions
#12FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$ABT$ETN$ECL$UNP$PLD$LIN
$1.3B
159 positions
#13Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ASML$AXP$UPS$ETN$LIN
$115M
89 positions
#14Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ASML$ABT$ETN$UNP$PLD
$856M
89 positions
#15DILLON & ASSOCIATES INCActive
Some overlap · 6 shared positions
$ABT$AXP$ETN$ECL$ASML$AZN
$817M
80 positions
#16Cox Capital Mgt LLCPassive
Some overlap · 5 shared positions
$ASML$ABT$AZN$UNP$FSLR
$180M
81 positions
#17NIA IMPACT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$HASI$BEPC$FSLR
$241M
72 positions
#18Red Spruce Capital, LLCPassive
Some overlap · 5 shared positions
$ASML$ABT$ETN$AWK$LIN
$287M
94 positions
#19EASTERN BANKPassive
Some overlap · 6 shared positions
$AXP$ETN$UNP$PNC$PLD$LIN
$6.5B
1,038 positions
#20Foresight Group Ltd Liability PartnershipPassive
Some overlap · 6 shared positions
$BEPC$ECL$TT$AWK$FSLR$PLD
$556M
62 positions
#21M. Kulyk & Associates, LLCActive
Some overlap · 6 shared positions
$AXP$UL$ECL$PNC$PLD$FSLR
$613M
113 positions
#22CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ASML$AXP$AZN$PLD$LIN
$3.2B
592 positions
#23Clearbridge Investments, LLCPassive
Some overlap · 5 shared positions
$ASML$AZN$ETN$UNP$LIN
$120.9B
699 positions
#24Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$ABT$AXP$ETN$UNP$TT
$113M
58 positions
#25Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$ASML$AXP$UNP$TT$LIN
$1.5B
128 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.