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Hedge Funds Similar to PALISADE

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

PALISADE CAPITAL MANAGEMENT, LP is an institutional investor managing $2.3B across 294 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 PALISADE are Port, Maren, CARDEROCK, with shared positions in $APH, $HEI, $AME, $TDY, $ETN, $PB. The full ranking of 25 similar funds is below.

#1Port Capital LLCActive
Notable overlap · 6 shared positions
$APH$HEI$AME$TDY$ETN$PB
$2.5B
108 positions
#2Maren Capital LLCActive
Some overlap · 4 shared positions
$APH$HEI$AME$TDY
$2.2B
17 positions
#3CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$APH$HEI$AME$PWR
$456M
67 positions
#4Navera Investment Management Ltd.Active
Some overlap · 5 shared positions
$APH$HEI$AME$FNV$PWR
$3.7B
56 positions
#5NZS Capital, LLCActive
Some overlap · 4 shared positions
$APH$HEI$DHR$PWR
$3.9B
61 positions
#6MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 4 shared positions
$APH$AME$HEI$DHR
$1.0B
33 positions
#7DUDLEY & SHANLEY, INC.Active
Some overlap · 4 shared positions
$APH$AME$DHR$HEI
$662M
37 positions
#8Mendel Money ManagementPassive
Some overlap · 5 shared positions
$APH$LFUS$AME$DHR$PWR
$273M
127 positions
#9FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$APH$HEI$AME
$4.8B
92 positions
#10Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$APH$AME$DHR$ETN
$223M
107 positions
#11SVRN Asset Management, LLCActive
Some overlap · 4 shared positions
$APH$HEI$AME$TDY
$194M
51 positions
#12DAVIS R M INCActive
Some overlap · 4 shared positions
$APH$AME$DHR$ETN
$6.3B
280 positions
#13Regency Capital Management Inc.\DEPassive
Some overlap · 4 shared positions
$APH$AME$DHR$ETN
$251M
64 positions
#14E20 Capital LtdActive
Some overlap · 4 shared positions
$APH$LFUS$ONTO$SMTC
$1.2B
22 positions
#15MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 4 shared positions
$APH$AME$DHR$AIT
$635M
146 positions
#16South Street Advisors LLCActive
Some overlap · 5 shared positions
$APH$ONTO$PRMB$PWR$ETN
$769M
84 positions
#17KP Management LLCPassive
Some overlap · 4 shared positions
$APH$HEI$SMTC$ETN
$532M
86 positions
#18Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$APH$AME$ETN$DHR
$214M
50 positions
#19JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$APH$HEI$DHR$ETN
$612M
81 positions
#20SMA Capital LLCPassive
Some overlap · 4 shared positions
$APH$AME$AIT$TDY
$238M
121 positions
#21DUNCKER STREETT & CO INCPassive
Some overlap · 5 shared positions
$HEI$APH$DHR$AME$PWR
$591M
521 positions
#22FLOSSBACH VON STORCH SEActive
Some overlap · 3 shared positions
$APH$AME$DHR
$22.1B
106 positions
#23Persistent Asset Partners LtdPassive
Some overlap · 4 shared positions
$APH$SMTC$LFUS$ONTO
$335M
818 positions
#24Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$APH$AME$ETN
$1.1B
120 positions
#25Raub Brock Capital Management LPActive
Some overlap · 3 shared positions
$APH$AME$ETN
$363M
45 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.