How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to NOESIS MANGEMENT

13F Portfolio OverlapQ1 2026NOESIS MANGEMENT portfolio →

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Most similar hedge funds by 13F overlap

NOESIS CAPITAL MANGEMENT CORP is an institutional investor managing $676M across 125 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 NOESIS MANGEMENT are Watchman Group,, Reliant Investment ,, Stone Summit Wealth, with shared positions in $APH, $SYK, $LOW, $A, $AMD, $CMI. The full ranking of 25 similar funds is below.

#1Watchman Group, Inc.Active

Notable overlap · 6 shared positions

$APH $SYK $LOW $A $AMD $CMI

$413M

73 positions

#2Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$APH $AXP $LIN $SYK $SLB

$207M

53 positions

#3Stone Summit Wealth LLCPassive

Notable overlap · 12 shared positions

$CMI $GILD $APH $LIN $AXP $SYK

$359M

142 positions

#4Midway Capital Research & ManagementPassive

Notable overlap · 6 shared positions

$APH $SYK $NEE $DIS $AXP $EWBC

$106M

117 positions

#5SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$SYK $AXP $LIN $AMD $REGN $ECL

$1.3B

158 positions

#6Dundas Partners LLPActive

Notable overlap · 3 shared positions

$APH $AXP $SYK

$1.3B

49 positions

#7Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$APH $SYK $LIN $AXP

$1.2B

95 positions

#8PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$SYK $ECL $NEE $LOW

$196M

53 positions

#9TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$AMD $NEE $GILD $LOW $SYK $AXP

$182M

115 positions

#10M. Kulyk & Associates, LLCActive

Notable overlap · 5 shared positions

$AXP $REGN $GILD $NEE $ECL

$536M

119 positions

#11MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 5 shared positions

$APH $SYK $LIN $ECL $NKE

$1000M

35 positions

#12Tandem Investment Advisors, Inc.Active

Notable overlap · 3 shared positions

$APH $SYK $NEE

$2.0B

83 positions

#13Shelter Mutual Insurance CoPassive

Notable overlap · 6 shared positions

$LIN $LOW $AXP $NEE $GILD $SE

$450M

58 positions

#14COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$APH $SYK $LIN $RCL

$1.7B

87 positions

#15LaFleur & Godfrey LLCActive

Notable overlap · 5 shared positions

$SYK $ECL $NEE $AXP $APH

$803M

141 positions

#16Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$NEE $LIN $LOW $MDT $LRCX

$231M

63 positions

#17Baker Chad RActive

Notable overlap · 4 shared positions

$APH $AMD $LOW $SYK

$530M

56 positions

#18S.E.E.D. Planning Group LLCPassive

Notable overlap · 4 shared positions

$NEE $LIN $A $LOW

$344M

89 positions

#19WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 5 shared positions

$NEE $LIN $CMI $DIS $NKE

$1.2B

69 positions

#20Railway Pension Investments LtdActive

Notable overlap · 5 shared positions

$NEE $GILD $SYK $APH $LRCX

$7.0B

103 positions

#21ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 4 shared positions

$APH $AXP $SYK $DIS

$1.7B

86 positions

#22Perennial Advisors, LLCPassive

Notable overlap · 5 shared positions

$APH $AXP $DIS $MDT $LIN

$587M

122 positions

#23FAGAN ASSOCIATES, INC.Passive

Notable overlap · 5 shared positions

$AMD $REGN $LOW $NEE $NKE

$719M

135 positions

#24Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$APH $ECL $LIN $GILD

$193M

50 positions

#25FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$APH $SYK $A

$4.5B

92 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.