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Hedge Funds Similar to WHITTIER

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

WHITTIER TRUST CO is an institutional investor managing $10.2B across 1,355 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 WHITTIER are WHITTIER OF NEVADA, NZS, Baker Chad R, with shared positions in $MDY, $TJX, $NET, $DHR, $PNC, $ARM. The full ranking of 25 similar funds is below.

#1WHITTIER TRUST CO OF NEVADA INCActive
Notable overlap · 12 shared positions
$MDY$TJX$NET$DHR$PNC$ARM
$5.3B
1,423 positions
#2NZS Capital, LLCActive
Some overlap · 6 shared positions
$DHR$NET$ARM$URI$ISRG$MPWR
$3.9B
61 positions
#3Baker Chad RActive
Some overlap · 5 shared positions
$TJX$NET$DHR$ARM$NSC
$620M
51 positions
#4PINCUS CAPITAL MANAGEMENT, LPActive
Some overlap · 8 shared positions
$MDY$BX$NSC$VRT$DHR$ISRG
$168M
52 positions
#5Reynders McVeigh Capital Management, LLC
Some overlap · 5 shared positions
$TJX$NET$DHR$ARM$VRT
$2.0B
195 positions
#6NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$TJX$DHR$URI$ISRG$BX
$2.7B
200 positions
#7SouthState Bank CorpPassive
Some overlap · 5 shared positions
$TJX$DHR$BX$ISRG$VLO
$2.4B
1,313 positions
#8Williams Jones Wealth Management, LLC.Active
Some overlap · 5 shared positions
$TJX$DHR$ISRG$BX$VRT
$8.9B
547 positions
#9JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 5 shared positions
$TJX$ARM$LITE$NET$VRT
$719M
138 positions
#10Laurion Capital Management LPPassive
Some overlap · 5 shared positions
$NET$NSC$MPWR$LITE$VRT
$3.9B
420 positions
#11Robeco Schweiz AGActive
Some overlap · 5 shared positions
$DHR$ARM$MPWR$LITE$VRT
$6.2B
126 positions
#12Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$MDY$TJX$BX$MPWR
$1.0B
160 positions
#13Crestwood Advisors Group, LLCPassive
Some overlap · 4 shared positions
$TJX$DHR$URI$BX
$6.7B
880 positions
#14Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$TJX$DHR$URI$ISRG
$508M
84 positions
#15YHB Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$TJX$DHR$URI$ISRG
$1.6B
314 positions
#16WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$TJX$NET$URI$VRT
$276M
75 positions
#17Slow Capital, Inc.Active
Some overlap · 4 shared positions
$NET$TJX$ARM$ISRG
$857M
111 positions
#18Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$TJX$ISRG$VRT
$776M
493 positions
#19SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$TJX$URI$PNC$BX
$145M
43 positions
#20Strategic Wealth Partners, Ltd.Passive
Some overlap · 4 shared positions
$TJX$URI$PNC$BX
$1.6B
1,462 positions
#21BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$TJX$URI$PNC$BX
$171M
116 positions
#22SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 4 shared positions
$TJX$DHR$URI$ISRG
$2.1B
218 positions
#23NIXON PEABODY TRUST COActive
Some overlap · 4 shared positions
$TJX$DHR$ARM$VRT
$1.4B
177 positions
#24CMH Wealth Management LLCPassive
Some overlap · 4 shared positions
$TJX$DHR$BX$VRT
$655M
117 positions
#25BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$TJX$URI$DHR$ISRG
$2.7B
812 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.