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 Washington Advisors

13F Portfolio OverlapQ3 2026Washington Advisors portfolio →

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Most similar hedge funds by 13F overlap

Washington Trust Advisors, Inc. is an institutional investor managing $1.4B across 700 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 Washington Advisors are Investment Services of America, MERIDIAN, FLYWHEEL PRIVATE WEALTH, with shared positions in $BKNG, $PWR, $RMD, $SBUX, $SNOW, $ZBRA. The full ranking of 25 similar funds is below.

#1Capital Investment Services of America, Inc.Active

Notable overlap · 8 shared positions

$BKNG $PWR $RMD $SBUX $SNOW $ZBRA

$1.0B

83 positions

#2MERIDIAN MANAGEMENT COActive

Notable overlap · 8 shared positions

$DE $PWR $IQV $RMD $SPGI $ASML

$446M

84 positions

#3FLYWHEEL PRIVATE WEALTH LLCActive

Notable overlap · 4 shared positions

$PWR $APD $ASML $SPGI

$203M

109 positions

#4DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$PWR $DE $SBUX $EW $ECL $APD

$121M

100 positions

#5CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$PWR $DE $PEP $SPGI $XYL $KMI

$767M

184 positions

#6A. D. Beadell Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$PWR $J $BDX $BEPC $PEP $APD

$151M

100 positions

#7Oregon Pacific Wealth Management, LLCActive

Notable overlap · 6 shared positions

$BKNG $IQV $BDX $DIS $APD $SPGI

$108M

114 positions

#8BOURNE LENT ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$PWR $BKNG $ISRG $PEP

$289M

65 positions

#9Investment Research & Advisory Group, Inc.Active

Notable overlap · 7 shared positions

$UBER $IQV $SBUX $BKNG $ASML $VEEV

$337M

333 positions

#10Trust Co of KansasActive

Notable overlap · 5 shared positions

$DE $BKNG $DIS $ASML $PEP

$195M

59 positions

#11Mengis Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$PWR $DE $PEP $ASML

$673M

215 positions

#12One Wealth Map LLCActive

Some overlap · 8 shared positions

$IQV $BKNG $DIS $SPGI $APD $ECL

$220M

106 positions

#13Westend Capital Management, LLCPassive

Some overlap · 3 shared positions

$PWR $SNOW $ASML

$437M

242 positions

#14BOSTON FAMILY OFFICE LLCPassive

Some overlap · 9 shared positions

$IQV $ECL $ZBRA $APD $SPGI $ASML

$1.6B

314 positions

#15Triodos Investment Management BVActive

Some overlap · 6 shared positions

$DE $RMD $EW $ZBRA $XYL $ISRG

$1.6B

50 positions

#16Visionary Wealth AdvisorsPassive

Some overlap · 3 shared positions

$PWR $PEP $KMI

$2.5B

666 positions

#17Barden Capital Management, Inc.Active

Some overlap · 4 shared positions

$PWR $BKNG $UBER $SPGI

$110M

58 positions

#18SCHOLTZ & COMPANY, LLCPassive

Some overlap · 6 shared positions

$PWR $UBER $DIS $SPGI $ASML $ISRG

$200M

48 positions

#19Lord & Richards Wealth Management, LLCActive

Some overlap · 4 shared positions

$PWR $UBER $AMT $ISRG

$131M

80 positions

#20GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 6 shared positions

$UBER $SBUX $BDX $PEP $DIS $ASML

$372M

82 positions

#21PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 5 shared positions

$BKNG $J $PEP $SPGI $ASML

$837M

90 positions

#22Peregrine Asset Advisers, Inc.Passive

Some overlap · 4 shared positions

$PWR $PEP $SNOW $ASML

$461M

218 positions

#23BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 6 shared positions

$DE $SBUX $BDX $APD $SPGI $ISRG

$6.8B

62 positions

#24ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 4 shared positions

$PWR $SNOW $SPGI $UBER

$129M

106 positions

#25Titan Investment Solutions LtdActive

Some overlap · 5 shared positions

$BKNG $UBER $PEP $EW $SPGI

$894M

60 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.