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Hedge Funds Similar to Wellington Grp

13F Portfolio OverlapQ2 2026Wellington Grp portfolio →
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Most similar hedge funds by 13F overlap

Wellington Grp LLC is an institutional investor managing $325M across 394 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 Wellington Grp are BDFS, Bauman Advisory Group, MARSHFIELD ASSOCIATES, with shared positions in $AMKR, $FCFS, $LRN, $ADBE, $APG, $MCK. The full ranking of 25 similar funds is below.

#1BDFS Capital LLCActive
Some overlap · 8 shared positions
$AMKR$FCFS$LRN$ADBE$APG$MCK
$230M
116 positions
#2Bauman Advisory Group, LLCActive
Some overlap · 7 shared positions
$AMKR$FCFS$LRN$ADBE$APG$MCK
$189M
81 positions
#3MARSHFIELD ASSOCIATESActive
Some overlap · 7 shared positions
$ROST$AZO$TJX$ACGL$ORLY$DIS
$4.3B
17 positions
#4Gaddis Premier Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$AMKR$FCFS$LRN$APG$MCK$C
$165M
99 positions
#5EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$CMI$AZO$C$MCK$DIS
$808M
156 positions
#6OARSMAN CAPITAL, INC.Active
Some overlap · 5 shared positions
$CMI$TJX$APG$C$ORLY
$945M
244 positions
#7JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$ROST$TJX$CASY$ORLY$EXPD
$748M
68 positions
#8Meadowbrook Advisors Group, LLCPassive
Some overlap · 5 shared positions
$AZO$TJX$ACGL$ORLY$EXPD
$187M
169 positions
#9Delta Accumulation, LLCActive
Some overlap · 4 shared positions
$CMI$TJX$MCK$C
$2.5B
156 positions
#10WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CMI$TJX$MCK$CASY
$276M
75 positions
#11Longbow Finance SAPassive
Some overlap · 4 shared positions
$CMI$TJX$MCK$C
$782M
59 positions
#12Sierra Legacy GroupPassive
Some overlap · 3 shared positions
$ROST$CMI$TJX
$129M
79 positions
#13Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$ROST$CMI$TJX
$242M
228 positions
#14ICW Investment Advisors LLCPassive
Some overlap · 4 shared positions
$ROST$TJX$CASY$ORLY
$286M
144 positions
#15KG&L Capital Management,LLCPassive
Some overlap · 4 shared positions
$CMI$AZO$MCK$ORLY
$168M
142 positions
#16Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$CMI$ADBE$C$HON
$658M
152 positions
#17Bretton Capital Management, LLCActive
Some overlap · 3 shared positions
$ROST$AZO$TJX
$125M
20 positions
#18Empire Life Investments Inc.Active
Some overlap · 3 shared positions
$ROST$AZO$TJX
$1.8B
113 positions
#19Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$CMI$ADBE$ROST$EXPD
$336M
107 positions
#20Townsend & Associates, IncActive
Some overlap · 4 shared positions
$AZO$TJX$MCK$DIS
$1.2B
115 positions
#21BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$CMI$TJX$ORLY$DIS
$1.7B
401 positions
#22Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$CMI$TJX$HON$DIS
$814M
61 positions
#23NovaPoint Capital, LLCPassive
Some overlap · 3 shared positions
$ROST$CMI$HON
$481M
161 positions
#24BURNEY CO/Active
Some overlap · 4 shared positions
$TJX$AZO$MCK$C
$3.7B
605 positions
#25Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$CMI$AZO$MCK$APG
$3.0B
312 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.