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Hedge Funds Similar to WHITTIER OF NEVADA

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

WHITTIER TRUST CO OF NEVADA INC is an institutional investor managing $5.3B across 1,423 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 OF NEVADA are WHITTIER, NZS, Reynders McVeigh, with shared positions in $MDY, $TJX, $NET, $DHR, $PNC, $ARM. The full ranking of 25 similar funds is below.

#1WHITTIER TRUST COActive
Notable overlap · 12 shared positions
$MDY$TJX$NET$DHR$PNC$ARM
$10.2B
1,355 positions
#2NZS Capital, LLCActive
Some overlap · 6 shared positions
$NET$DHR$ARM$ISRG$MPWR$URI
$3.9B
61 positions
#3Reynders McVeigh Capital Management, LLCActive
Some overlap · 5 shared positions
$TJX$NET$DHR$ARM$VRT
$2.3B
196 positions
#4WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$TJX$NET$URI$VRT$MCK
$263M
78 positions
#5PINCUS CAPITAL MANAGEMENT, LPActive
Some overlap · 7 shared positions
$MDY$VRT$BX$DHR$ISRG$URI
$168M
52 positions
#6NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$TJX$DHR$ISRG$URI$BX
$2.7B
200 positions
#7Williams Jones Wealth Management, LLC.Active
Some overlap · 5 shared positions
$TJX$DHR$ISRG$VRT$BX
$8.9B
547 positions
#8DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 5 shared positions
$TJX$NET$ARM$URI$MCK
$130.4B
1,077 positions
#9BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$TJX$PNC$URI$PM$BX
$171M
116 positions
#10Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$TJX$PNC$URI$PM$BX
$1.6B
1,462 positions
#11SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$TJX$PNC$URI$PM$BX
$145M
43 positions
#12ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Some overlap · 6 shared positions
$ARM$ISRG$TJX$LITE$MCK$DHR
$225.4B
1,887 positions
#13JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 5 shared positions
$TJX$NET$ARM$VRT$LITE
$667M
144 positions
#14McBroom & Associates, LLCActive
Some overlap · 5 shared positions
$TJX$ISRG$PM$VRT$MCK
$199M
37 positions
#15Baker Chad RActive
Some overlap · 4 shared positions
$TJX$NET$DHR$ARM
$612M
52 positions
#16PITTENGER & ANDERSON INCPassive
Some overlap · 4 shared positions
$MDY$TJX$ISRG$PM
$2.8B
507 positions
#17Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$TJX$ISRG$VRT
$808M
315 positions
#18Robeco Schweiz AGActive
Some overlap · 5 shared positions
$DHR$ARM$MPWR$VRT$LITE
$5.5B
135 positions
#19Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$MDY$TJX$MPWR$BX
$1.0B
160 positions
#20Slow Capital, Inc.Active
Some overlap · 4 shared positions
$NET$TJX$ARM$ISRG
$890M
110 positions
#21PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Slight overlap · 5 shared positions
$URI$DHR$PM$VRT$BX
$441M
1,346 positions
#22First American BankPassive
Slight overlap · 4 shared positions
$TJX$DHR$PNC$VRT
$1.8B
205 positions
#23YHB Investment Advisors, Inc.Passive
Slight overlap · 4 shared positions
$TJX$DHR$ISRG$URI
$1.6B
314 positions
#24SIGMA INVESTMENT COUNSELORS INCActive
Slight overlap · 4 shared positions
$TJX$DHR$ISRG$URI
$2.1B
218 positions
#25Renaissance Investment Group LLCPassive
Slight overlap · 4 shared positions
$TJX$DHR$ISRG$URI
$508M
84 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.