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Hedge Funds Similar to CAPE COD FIVE CENTS SAVINGS BANK

13F Portfolio OverlapQ4 2025CAPE COD FIVE CENTS SAVINGS BANK portfolio →
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Most similar hedge funds by 13F overlap

CAPE COD FIVE CENTS SAVINGS BANK is an institutional investor managing $1.1B across 189 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CAPE COD FIVE CENTS SAVINGS BANK are FINANCIAL ADVISORY PARTNERS,, HALL, Piedmont ,, with shared positions in $USB, $OKTA, $SYK, $NEE, $UNP, $LMT. The full ranking of 25 similar funds is below.

#1FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 6 shared positions
$USB$OKTA$SYK$NEE$UNP$LMT
$354M
66 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 7 shared positions
$USB$MCD$NEE$TJX$ADP$UNP
$280M
107 positions
#3Piedmont Capital Management, LLCActive
Notable overlap · 5 shared positions
$USB$OKTA$APP$AMGN$UNH
$197M
50 positions
#4Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$USB$OKTA$MCD$LMT$SNOW
$284M
125 positions
#5Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$USB$SNPS$TJX$NEE
$451M
146 positions
#6Hurlow Wealth Management Group, Inc.Active
Notable overlap · 6 shared positions
$USB$SNPS$SNOW$MCD$NEE$TJX
$420M
120 positions
#7Hilton Capital Management, LLCActive
Notable overlap · 5 shared positions
$USB$MCD$TJX$SNOW$AMGN
$1.3B
129 positions
#8Sagace Wealth Management LLCPassive
Notable overlap · 5 shared positions
$USB$SNPS$SNOW$NEE$LMT
$149M
70 positions
#9Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$USB$OKTA$SNOW$NEE
$228M
60 positions
#10Peak Financial Management, Inc.Active
Notable overlap · 4 shared positions
$USB$GLTR$NOW$TJX
$394M
100 positions
#11Strategic Financial Services, Inc.Smart money
Notable overlap · 4 shared positions
$USB$SNPS$NEE$TJX
$2.1B
152 positions
#12HOWE & RUSLING INCPassive
Notable overlap · 7 shared positions
$USB$MCD$NEE$TJX$SYK$UNP
$1.5B
477 positions
#13CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 5 shared positions
$USB$APP$LMT$MCD$UNH
$363M
102 positions
#14Evelyn Partners Asset Management LtdPassive
Notable overlap · 5 shared positions
$USB$SYK$ADP$MCD$INTU
$406M
308 positions
#15ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Notable overlap · 5 shared positions
$USB$OKTA$SNPS$ADBE$NOW
$382M
76 positions
#16R.H. Investment Group, LLCPassive
Notable overlap · 7 shared positions
$USB$AMGN$MCD$ADP$UNH$UNP
$130M
45 positions
#17Signet Investment Advisory Group, Inc.Passive
Notable overlap · 7 shared positions
$USB$ADBE$AMGN$MCD$NEE$UNH
$218M
69 positions
#18American Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$APP$SNOW
$750M
159 positions
#19TAGStone Capital, Inc.Passive
Notable overlap · 4 shared positions
$USB$TJX$UNP$AMGN
$283M
137 positions
#20MERIDIAN MANAGEMENT COActive
Notable overlap · 4 shared positions
$USB$ADBE$RMD$INTU
$402M
81 positions
#21McMill Wealth ManagementActive
Some overlap · 4 shared positions
$USB$MCD$UNP$LMT
$376M
58 positions
#22BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Some overlap · 4 shared positions
$USB$AMGN$LMT$NEE
$689M
87 positions
#23Arista Wealth Management, LLCPassive
Some overlap · 5 shared positions
$USB$NEE$LMT$ADP$ADBE
$822M
253 positions
#24Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$USB$SNPS$NEE$MCD$UNP
$160M
82 positions
#25Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$USB$TJX$INTU$SNPS
$192M
70 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.