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 Saturna

13F Portfolio OverlapQ2 2026Saturna portfolio →

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Most similar hedge funds by 13F overlap

Saturna Capital CORP is an institutional investor managing $8.2B across 140 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 Saturna are FIGURE 8 INVESTMENT STRATEGIES, WOODLEY FARRA MANION PORTFOLIO, Walter Public Investments, with shared positions in $ASML, $TJX, $TT, $NOW, $AZN, $SYK. The full ranking of 25 similar funds is below.

#1FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 7 shared positions

$ASML $TJX $TT $NOW $AZN $SYK

$118M

56 positions

#2WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ASML $SYK $AZN $CHD $ABT

$2.1B

131 positions

#3Walter Public Investments Inc.Passive

Notable overlap · 5 shared positions

$ASML $TT $CHD $AZO $TXN

$416M

53 positions

#4Birch Hill Investment Advisors LLCActive

Notable overlap · 6 shared positions

$ASML $TJX $ROK $GWW $LECO $TT

$2.5B

211 positions

#5Harrington Investments, INCPassive

Notable overlap · 8 shared positions

$TJX $ASML $CHD $SYK $GWW $JCI

$206M

82 positions

#6ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 7 shared positions

$TJX $ASML $WM $SYK $LECO $AZO

$1.3B

109 positions

#7ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ASML $TJX $AZN $LIN $UL $NVS

$713M

97 positions

#8ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$ASML $SYK $CHD $TJX $TXN $JCI

$1.9B

88 positions

#9LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$TJX $SYK $NOW $ASML $CHD $LOW

$10.3B

565 positions

#10GRANDFIELD & DODD, LLCActive

Notable overlap · 8 shared positions

$JCI $SYK $ROK $ITW $LIN $UL

$1.9B

217 positions

#11Suncoast Equity ManagementActive

Notable overlap · 6 shared positions

$TJX $SYK $ASML $NOW $GWW $TT

$798M

63 positions

#12TRILLIUM ASSET MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$ASML $TJX $TT $AZN $NOW $LIN

$3.3B

230 positions

#13Regents Gate Capital LLPActive

Notable overlap · 8 shared positions

$JCI $TT $CHD $CRH $ITW $LECO

$75M

37 positions

#14Sandhill Capital Partners LLCActive

Notable overlap · 7 shared positions

$TT $NOW $SYK $TXN $LIN $JCI

$1.2B

98 positions

#15HALL LAURIE J TRUSTEEPassive

Notable overlap · 7 shared positions

$TJX $SYK $ROK $WM $UL $NVS

$322M

103 positions

#16Brentview Investment Management LLCActive

Notable overlap · 6 shared positions

$TJX $TT $WM $CRH $LOW $LIN

$253M

63 positions

#17Cox Capital Mgt LLCPassive

Notable overlap · 5 shared positions

$ASML $AZN $CRH $FERG $ABT

$180M

81 positions

#18Smart Money Group LLCSmart money

Notable overlap · 7 shared positions

$ASML $TJX $GWW $LOW $AZO $UL

$390M

86 positions

#19FULTON BREAKEFIELD BROENNIMAN LLCPassive

Notable overlap · 6 shared positions

$ASML $TJX $SYK $LOW $GWW $LIN

$1.7B

208 positions

#20Advocacy Wealth Management, LLCActive

Notable overlap · 6 shared positions

$ASML $SYK $NOW $LOW $CHD $ABT

$2.8B

151 positions

#21Albar Capital Partners LLPActive

Notable overlap · 5 shared positions

$JCI $ASML $CRH $LIN $APD

$767M

38 positions

#22Trust Co of KansasActive

Notable overlap · 4 shared positions

$ASML $NOW $LOW $CL

$195M

59 positions

#23ARCADIA INVESTMENT MANAGEMENT CORP/MI

Notable overlap · 6 shared positions

$ASML $SYK $NOW $TT $ITW $APD

$584M

366 positions

#24GENERAL AMERICAN INVESTORS CO INCActive

Notable overlap · 3 shared positions

$ASML $TJX $NOW

$1.7B

73 positions

#25Baker Chad RActive

Notable overlap · 8 shared positions

$ROK $WM $TJX $SYK $LOW $UL

$620M

51 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.