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

13F Portfolio OverlapQ3 2026WASHINGTON portfolio →

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Most similar hedge funds by 13F overlap

WASHINGTON TRUST Co is an institutional investor managing $3.2B across 291 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 are Front Row Advisors, Security National Bank, Blue Chip Partners, with shared positions in $GLW, $DELL, $ASML, $ADI, $TJX, $TMO. The full ranking of 25 similar funds is below.

#1Front Row Advisors LLCPassive

Notable overlap · 8 shared positions

$GLW $DELL $ASML $ADI $TJX $TMO

$345M

576 positions

#2Security National BankPassive

Notable overlap · 7 shared positions

$KLAC $GLW $ASML $NEE $TMO $BLK

$865M

473 positions

#3Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $PWR $ASML $TJX $NEE $BLK

$1.6B

184 positions

#4HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Notable overlap · 7 shared positions

$KLAC $GLW $DELL $TJX $PWR $EME

$217M

352 positions

#5Gunderson Capital Management Inc.Active

Notable overlap · 5 shared positions

$KLAC $DELL $PWR $ASML $ADI

$359M

54 positions

#6Gibraltar Capital Management, Inc.Active

Notable overlap · 6 shared positions

$KLAC $TMO $ASML $WAB $UBER $BKNG

$664M

130 positions

#7Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $MDY $PWR $WAB $TMO

$487M

628 positions

#8ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 8 shared positions

$PWR $KLAC $ADI $DELL $BLK $UBER

$129M

106 positions

#9NIXON PEABODY TRUST COActive

Notable overlap · 9 shared positions

$ASML $PWR $TJX $NEE $BLK $BKNG

$1.5B

191 positions

#10Sandro Wealth Management LLCPassive

Notable overlap · 7 shared positions

$PWR $TMO $ASML $TJX $NEE $KLAC

$138M

103 positions

#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ASML $ADI $TJX $TMO $NEE $MDY

$8.0B

1,334 positions

#12Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$ASML $ADI $TMO $TJX $NEE $BLK

$170M

61 positions

#13BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 5 shared positions

$KLAC $ASML $ADI $PWR $NEE

$1.5B

234 positions

#14Acumen Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$KLAC $DELL $ASML $TJX $BLK $TMO

$472M

493 positions

#15Railway Pension Investments LtdActive

Notable overlap · 6 shared positions

$KLAC $TMO $NEE $EQIX $SYK $ADI

$8.0B

102 positions

#16Highview Capital Management LLC/DE/Passive

Notable overlap · 5 shared positions

$MDY $DELL $KLAC $PWR $TJX

$347M

118 positions

#17Geneva Partners, LLCPassive

Notable overlap · 5 shared positions

$KLAC $GLW $DELL $ASML $PWR

$334M

81 positions

#18Petros Family Wealth, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ADI $TJX $NEE $BLK $SYK

$164M

134 positions

#19Mitsubishi UFJ Asset Management (UK) Ltd.Passive

Notable overlap · 5 shared positions

$KLAC $GLW $ADI $TMO $EQIX

$213M

106 positions

#20PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$KLAC $ADI $GLW $DELL $WAB $EME

$389M

77 positions

#21PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 7 shared positions

$TMO $ADI $TJX $ASML $BKNG $SYK

$837M

90 positions

#22Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$KLAC $ADI $GLW $NEE $BLK

$655M

539 positions

#23Avalon Trust CoActive

Some overlap · 7 shared positions

$KLAC $TMO $ADI $TJX $PWR $EQIX

$1.6B

462 positions

#24PeakShares LLCActive

Some overlap · 5 shared positions

$KLAC $GLW $DELL $TJX $UBER

$134.4B

122 positions

#25Karras Company, Inc.Active

Some overlap · 6 shared positions

$TMO $GLW $ASML $EQIX $DELL $UBER

$109M

65 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.