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 Perkins Coie

13F Portfolio OverlapQ3 2026Perkins Coie portfolio →

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Most similar hedge funds by 13F overlap

Perkins Coie Trust Co is an institutional investor managing $626M across 499 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Perkins Coie are DB Fitzpatrick, Scissortail Wealth, Alley Investment Company, with shared positions in $ETN, $CB, $DHR, $ECL, $SYK, $SBUX. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$ETN $CB $DHR $ECL $SYK $SBUX

$121M

100 positions

#2Scissortail Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ETN $CB $WFC $UNP $O

$520M

106 positions

#3Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$ETN $BLK $UNP $DHR $SYK $SBUX

$856M

89 positions

#4Phoenix Wealth AdvisorsActive

Notable overlap · 5 shared positions

$ETN $CB $WFC $UNP $PEP

$297M

129 positions

#5GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$ETN $BLK $PEP $SYK $UPS $T

$1.2B

611 positions

#6BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$ETN $UNP $DHR $ECL $FCX $BLK

$696M

113 positions

#7River Wealth Advisors LLCPassive

Notable overlap · 6 shared positions

$ETN $CB $BLK $PEP $SYK $FCX

$956M

217 positions

#8CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ETN $WFC $PEP $SYK $SBUX

$1.3B

99 positions

#9Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$CB $UNP $PEP $DHR $ECL $SBUX

$116M

240 positions

#10EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$UNP $SCHW $WFC $PEP $MET $SBUX

$1.3B

58 positions

#11Winthrop Partners - WNY, LLCPassive

Some overlap · 5 shared positions

$ETN $CB $UNP $DHR $ECL

$202M

87 positions

#12Pegasus Asset Management, Inc.Passive

Some overlap · 5 shared positions

$ETN $BLK $SYK $MAR $SBUX

$351M

75 positions

#13BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$CB $BLK $PEP $SYK $ETN $SBUX

$346M

113 positions

#14CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 4 shared positions

$ETN $BLK $SCHW $PEP

$195M

67 positions

#15LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$BLK $CB $UNP $SCHW $SYK $SBUX

$155M

88 positions

#16Tulsa Wealth Advisors, INCActive

Some overlap · 5 shared positions

$ETN $CB $UNP $O $WFC

$710M

166 positions

#17CONNORS INVESTOR SERVICES INCPassive

Some overlap · 5 shared positions

$ETN $CB $PEP $WFC $SYK

$1.2B

153 positions

#18CrossGen Wealth, LLCPassive

Some overlap · 4 shared positions

$ETN $CB $UNP $O

$129M

214 positions

#19CULLEN INVESTMENT GROUP, LTD.Active

Some overlap · 6 shared positions

$ETN $SCHW $WFC $UNP $O $SBUX

$857M

179 positions

#20Carnegie Investment CounselPassive

Some overlap · 6 shared positions

$ETN $SCHW $CB $SYK $ECL $BLK

$5.0B

551 positions

#21Michael Brady & Co., LLCActive

Some overlap · 4 shared positions

$ETN $UNP $PEP $DHR

$110M

55 positions

#22Haverford Financial Services, Inc.Active

Some overlap · 4 shared positions

$ETN $BLK $PEP $SYK

$339M

49 positions

#23Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 4 shared positions

$ETN $CB $UNP $O

$251M

74 positions

#24FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 5 shared positions

$CB $SCHW $UNP $PEP $SYK

$377M

75 positions

#25Pine Haven Investment Counsel, IncPassive

Some overlap · 7 shared positions

$SCHW $UNP $PEP $MAR $SYK $SBUX

$149M

116 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.