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Hedge Funds Similar to WEATHERLY ASSET L. P.

13F Portfolio OverlapQ3 2026WEATHERLY ASSET L. P. portfolio →
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Most similar hedge funds by 13F overlap

WEATHERLY ASSET MANAGEMENT L. P. is an institutional investor managing $1.4B across 188 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 WEATHERLY ASSET L. P. are Front Row Advisors, LEGACY FINANCIAL INDEPENDENT ADVISORS, Werlinich Asset, with shared positions in $ASML, $GLW, $FTNT, $ANET, $DLR, $ROK. The full ranking of 25 similar funds is below.

#1Front Row Advisors LLCPassive
Notable overlap · 7 shared positions
$ASML$GLW$FTNT$ANET$DLR$ROK
$345M
576 positions
#2LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$ASML$WM$GLW$LMT$ROK$DIS
$213M
124 positions
#3Werlinich Asset Management, LLCActive
Some overlap · 7 shared positions
$GLW$ASML$ANET$GD$DLR$WM
$258M
57 positions
#4Marietta Wealth Management, LLCActive
Some overlap · 5 shared positions
$ASML$GLW$WM$DE$SBUX
$945M
128 positions
#5SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ASML$FTNT$ANET$GD$DE$APH
$254M
141 positions
#6Guardian Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$ASML$WM$ANET$COP
$204M
66 positions
#7STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 5 shared positions
$ASML$GLW$DE$ANET$DIS
$146.1B
107 positions
#8DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$WM$FTNT$DE$SBUX$LMT
$121M
100 positions
#9FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$ASML$GLW$DE$TT$DIS
$118M
56 positions
#10Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$WM$GLW$DE$SBUX$LMT
$330M
128 positions
#11Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$ASML$FTNT$ANET$LMT
$231M
102 positions
#12Sunstone Asset Management, L.P.Active
Some overlap · 4 shared positions
$ASML$GLW$ANET$APH
$92M
57 positions
#13NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$ASML$GD$ANET$DE$SHEL
$1.5B
191 positions
#14Fulcrum Capital LLCActive
Some overlap · 5 shared positions
$WM$FTNT$ANET$APH$TT
$525M
101 positions
#15CONSOLIDATED CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ASML$GLW$DLR$LMT
$364M
73 positions
#16VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ASML$ANET$GD$DE
$147M
106 positions
#17Private Advisory Group LLCPassive
Some overlap · 4 shared positions
$ASML$GLW$ANET$WM
$1.9B
296 positions
#18Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$WM$GLW$GD$LMT
$327M
94 positions
#19KMT WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ASML$FTNT$ANET$LMT
$118M
121 positions
#20GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$ANET$GLW$LMT
$176M
113 positions
#21Karras Company, Inc.Active
Some overlap · 4 shared positions
$ASML$GLW$DE$LMT
$109M
65 positions
#22Manhattan West Asset Management, LLCPassive
Some overlap · 4 shared positions
$ASML$FTNT$GD$DIS
$599M
185 positions
#23Avanda Investment Management Pte. Ltd.Active
Some overlap · 4 shared positions
$ASML$GLW$ANET$APH
$299M
39 positions
#24Firsthand Capital Management, Inc.Active
Some overlap · 3 shared positions
$ASML$GLW$ANET
$63M
54 positions
#25Evergreen Private Wealth LLCPassive
Some overlap · 5 shared positions
$WM$FTNT$ANET$GLW$TT
$270M
89 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.