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Hedge Funds Similar to SAYBROOK /NC

13F Portfolio OverlapQ1 2026SAYBROOK /NC portfolio →
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Most similar hedge funds by 13F overlap

SAYBROOK CAPITAL /NC is an institutional investor managing $371M across 42 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SAYBROOK /NC are Center for Wealth Advisory, CINCINNATI FINANCIAL, KELLY FINANCIAL GROUP, with shared positions in $SHW, $MDLZ, $ADP, $KO, $PFE, $HON. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive
Notable overlap · 5 shared positions
$SHW$MDLZ$ADP$KO$PFE
$139M
62 positions
#2CINCINNATI FINANCIAL CORPActive
Notable overlap · 4 shared positions
$HON$NSC$MDLZ$ADP
$5.0B
55 positions
#3KELLY FINANCIAL GROUP LLCActive
Notable overlap · 5 shared positions
$SHW$NKE$HON$KO$PFE
$398M
100 positions
#4Fiduciary Planning LLCActive
Some overlap · 3 shared positions
$SHW$MDLZ$HON
$331M
76 positions
#5Governors Lane LPPassive
Some overlap · 3 shared positions
$SHW$NSC$NKE
$1.6B
190 positions
#6Foyston, Gordon, & Payne IncPassive
Some overlap · 5 shared positions
$HON$MDLZ$UNP$AXP$KO
$434M
67 positions
#7ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ADP$NKE$DE
$853M
70 positions
#8MCDONALD CAPITAL INVESTORS INC/CASmart money
Some overlap · 3 shared positions
$NKE$FDS$UNP
$1.5B
21 positions
#9Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$SHW$UNP$DE$DIS
$1.3B
60 positions
#10Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$SHW$NKE$AXP
$112M
97 positions
#11MONOGRAPH WEALTH ADVISORS, LLCSmart money
Some overlap · 6 shared positions
$NKE$NSC$MDLZ$DE$DIS$MKL
$1.1B
144 positions
#12BAXTER BROS INCPassive
Some overlap · 8 shared positions
$ADP$UNP$HON$SHW$NSC$AXP
$810M
166 positions
#13Raub Brock Capital Management LPActive
Some overlap · 3 shared positions
$SHW$ADP$MCO
$395M
43 positions
#14BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$HON$NSC$MDLZ$DE$MKL
$2.3B
264 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$SHW$UNP$ADP$HON$AXP$KO
$280M
107 positions
#16COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$SHW$ADP$DE$APH
$1.7B
87 positions
#17MB Generational Wealth, LLCActive
Some overlap · 4 shared positions
$MDLZ$NSC$NKE$MKL
$181M
66 positions
#18WAYCROSS PARTNERS, LLCActive
Some overlap · 5 shared positions
$HON$SHW$AXP$NKE$DE
$1.0B
76 positions
#19Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$SHW$NKE$MKL
$469M
151 positions
#20Planning Center, Inc.Smart money
Some overlap · 4 shared positions
$NKE$NSC$DE$KO
$987M
78 positions
#21J. Stern & Co. LLPActive
Some overlap · 4 shared positions
$HON$NKE$DIS$APH
$1.0B
49 positions
#22MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$ADP$HON$KO$APH
$1.2B
81 positions
#2344 WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$NKE$UNP$HON$MDLZ$KO
$286M
183 positions
#24Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$HON$UNP$SHW$ADP
$98M
50 positions
#25Shearwater Capital LLCSmart money
Some overlap · 4 shared positions
$NKE$NSC$DE$MCO
$191M
71 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.