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 WELLINGTON GROUP LLP

13F Portfolio OverlapQ2 2026WELLINGTON GROUP LLP portfolio →

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Most similar hedge funds by 13F overlap

WELLINGTON MANAGEMENT GROUP LLP is an institutional investor managing $580.2B across 1,921 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 GROUP LLP are International, VISTA INVESTMENT, ATLAS ADVISORS, with shared positions in $AZN, $KLAC, $CVS, $WELL, $PM, $APH. The full ranking of 25 similar funds is below.

#1Capital International, Inc./CA/Active

Some overlap · 7 shared positions

$AZN $KLAC $CVS $WELL $PM $APH

$14.3B

302 positions

#2VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 6 shared positions

$AZN $TXN $ELV $GLW $WFC $DIS

$333M

178 positions

#3ATLAS CAPITAL ADVISORS LLCPassive

Some overlap · 7 shared positions

$KLAC $CVS $TXN $FLEX $ETN $CAH

$875M

989 positions

#4Bank Julius Baer & Co. Ltd, ZurichActive

Some overlap · 6 shared positions

$AZN $KLAC $WFC $UBS $APH $ETN

$38.6B

661 positions

#5Capital Group Private Client Services, Inc.Active

Some overlap · 6 shared positions

$AZN $KLAC $WELL $PM $MRSH $APH

$7.1B

260 positions

#6Acumen Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KLAC $BLK $TRGP $WFC $APH $ETN

$472M

493 positions

#7Jupiter Topco LLCPassive

Some overlap · 6 shared positions

$AZN $KLAC $DHR $APH $FLEX $ETN

$245.4B

2,461 positions

#8Guinness Asset Management LTDActive

Some overlap · 6 shared positions

$KLAC $BLK $TXN $DHR $APH $ETN

$5.9B

141 positions

#9GLOBALT Investments LLC / GAActive

Some overlap · 6 shared positions

$KLAC $TXN $GLW $WFC $PM $ETN

$3.0B

213 positions

#10Western Financial Corp/CAActive

Some overlap · 6 shared positions

$KLAC $TXN $WELL $WFC $APH $FANG

$341M

132 positions

#11MACQUARIE GROUP LTDActive

Some overlap · 6 shared positions

$KLAC $CVS $WELL $WFC $PM $APH

$23.2B

929 positions

#12Heritage Family Offices, LLPPassive

Some overlap · 6 shared positions

$KLAC $TXN $WFC $PM $APH $ETN

$259M

233 positions

#13Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$KLAC $TXN $WFC $PM $APH $ETN

$258M

228 positions

#14Cetera Trust Company, N.APassive

Some overlap · 6 shared positions

$BLK $ELV $CVS $WFC $DIS $FLEX

$199M

345 positions

#15Hartford Funds Management Co LLCSmart money

Some overlap · 6 shared positions

$KLAC $WELL $GLW $WFC $PM $ETN

$1.3B

98 positions

#16Canoe Financial LPActive

Some overlap · 6 shared positions

$TXN $ELV $CVS $WFC $PM $DHR

$8.1B

110 positions

#17Cornerstone Advisors, LLCActive

Some overlap · 6 shared positions

$KLAC $WELL $GLW $PM $APH $ETN

$3.0B

112 positions

#18PRIMECAP MANAGEMENT CO/CA/Active

Some overlap · 5 shared positions

$AZN $KLAC $TXN $GLW $FLEX

$169.1B

324 positions

#19Zurich Insurance Group Ltd/FIPassive

Some overlap · 5 shared positions

$AZN $KLAC $TXN $WELL $PM

$14.4B

323 positions

#20Crestwood Advisors Group, LLCPassive

Some overlap · 5 shared positions

$AZN $KLAC $TXN $DHR $APH

$6.7B

880 positions

#21Capital International InvestorsActive

Some overlap · 5 shared positions

$AZN $KLAC $WELL $PM $APH

$483.6B

446 positions

#22Capital International SarlActive

Some overlap · 5 shared positions

$AZN $KLAC $WELL $PM $APH

$7.1B

287 positions

#23Great Diamond Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $BLK $CAH $WELL $GLW

$582M

238 positions

#24Sivik Global Healthcare LLCActive

Some overlap · 5 shared positions

$AZN $ELV $CAH $CVS $DHR

$132M

34 positions

#25Simplify Asset Management Inc.Smart money

Some overlap · 5 shared positions

$AZN $ELV $CAH $CVS $DHR

$7.2B

141 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.