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Hedge Funds Similar to SAYBROOK

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

SAYBROOK CAPITAL /NC is an institutional investor managing $400M across 42 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 SAYBROOK are S.E.E.D. Planning Group, CINCINNATI FINANCIAL, PENINSULA ASSET, with shared positions in $SHW, $ADP, $PEP, $NSC, $MDLZ, $HON. The full ranking of 25 similar funds is below.

#1S.E.E.D. Planning Group LLCPassive
Notable overlap · 3 shared positions
$SHW$ADP$PEP
$408M
98 positions
#2CINCINNATI FINANCIAL CORPActive
Notable overlap · 5 shared positions
$NSC$MDLZ$HON$HONA$ADP
$5.2B
56 positions
#3PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SHW$ADP$PEP
$209M
54 positions
#4Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$MDLZ$ADP$NKE$PEP
$161M
62 positions
#5KFA Private Wealth Group, LLCActive
Some overlap · 5 shared positions
$SHW$MDLZ$ADP$NSC$AXP
$425M
157 positions
#6Argo Wealth Advisory, LLCActive
Some overlap · 6 shared positions
$ADP$FDS$HON$HONA$PEP$PFE
$181M
50 positions
#7Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$SHW$ADP$PEP
$486M
109 positions
#8COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$SHW$ADP$DE
$1.7B
91 positions
#9MANE GLOBAL CAPITAL MANAGEMENT LPPassive
Some overlap · 3 shared positions
$SHW$MDLZ$DIS
$1.2B
54 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$UNP$HON$HONA$SHW$PEP$ADP
$108M
52 positions
#11CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$ADP$HON$HONA
$188M
24 positions
#12Bull Street Advisors, LLCPassive
Some overlap · 8 shared positions
$MDLZ$ADP$UNP$PEP$HON$HONA
$221M
92 positions
#13HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$ADP$UNP$HON$PEP$HONA$AXP
$321M
107 positions
#14Foyston, Gordon, & Payne IncPassive
Some overlap · 5 shared positions
$MDLZ$HON$UNP$HONA$AXP
$468M
68 positions
#15Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$SHW$UNP$DE$DIS
$1.3B
62 positions
#16First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$MDLZ$HON$UNP$HONA$DIS$PFE
$529M
75 positions
#17Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$ADP$MDLZ$PEP$PFE
$199M
38 positions
#18Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$MDLZ$FDS$UNP$AXP
$244M
53 positions
#19JACOBS & CO/CAPassive
Some overlap · 7 shared positions
$UNP$HON$ADP$HONA$PEP$DE
$1.2B
132 positions
#20HENDLEY & CO INCActive
Some overlap · 6 shared positions
$FDS$UNP$HON$HONA$PEP$AXP
$283M
47 positions
#21Obion Capital Management LPActive
Some overlap · 3 shared positions
$SHW$UNP$MCO
$118M
16 positions
#22BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$NSC$MDLZ$HON$PEP$DE
$2.5B
270 positions
#23MCDONALD CAPITAL INVESTORS INC/CAActive
Some overlap · 3 shared positions
$FDS$NKE$UNP
$1.4B
20 positions
#24WAYCROSS PARTNERS, LLCActive
Some overlap · 5 shared positions
$SHW$HON$HONA$AXP$DE
$1.2B
72 positions
#25MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$ADP$HON$HONA$PEP
$1.3B
81 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.