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Hedge Funds Similar to NOESIS MANGEMENT

13F Portfolio OverlapQ3 2026NOESIS MANGEMENT portfolio →
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Most similar hedge funds by 13F overlap

NOESIS CAPITAL MANGEMENT CORP is an institutional investor managing $843M across 131 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NOESIS MANGEMENT are Stone Summit Wealth, Watchman Group, COMPASS, with shared positions in $APH, $CMI, $AXP, $QCOM, $LIN, $GILD. The full ranking of 25 similar funds is below.

#1Stone Summit Wealth LLCPassive
Substantial overlap · 13 shared positions
$APH$CMI$AXP$QCOM$LIN$GILD
$370M
137 positions
#2Watchman Group, Inc.Active
Notable overlap · 5 shared positions
$APH$SYK$CMI$A$LOW
$434M
72 positions
#3COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 5 shared positions
$APH$SYK$QCOM$LIN$RCL
$1.7B
91 positions
#4Shelter Mutual Insurance CoActive
Notable overlap · 6 shared positions
$AXP$LIN$NEE$QCOM$LOW$GILD
$473M
58 positions
#5Dundas Partners LLPActive
Notable overlap · 5 shared positions
$APH$AXP$SYK$AME$EWBC
$1.4B
31 positions
#6Midway Capital Research & ManagementActive
Notable overlap · 7 shared positions
$APH$SYK$NEE$DIS$AXP$EWBC
$118M
50 positions
#7Sandhill Capital Partners LLCActive
Notable overlap · 6 shared positions
$APH$SYK$LIN$AXP$QCOM$BLK
$1.2B
98 positions
#8Reliant Investment Management, LLCPassive
Notable overlap · 5 shared positions
$APH$AXP$LIN$SYK$SLB
$271M
55 positions
#9Tandem Investment Advisors, Inc.Passive
Notable overlap · 4 shared positions
$APH$SYK$NEE$BLK
$1.5B
68 positions
#10Orion Investment CoActive
Notable overlap · 4 shared positions
$CMI$QCOM$REGN$NEE
$343M
73 positions
#11MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 5 shared positions
$APH$SYK$LIN$ECL$AME
$1.0B
33 positions
#12HENDLEY & CO INCActive
Notable overlap · 5 shared positions
$APH$LIN$SYK$AXP$SLB
$283M
47 positions
#13M. Kulyk & Associates, LLCActive
Notable overlap · 6 shared positions
$AXP$ECL$GILD$NEE$REGN$BLK
$613M
113 positions
#14Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$AXP$NEE$LIN$QCOM$SYK$GILD
$455M
118 positions
#15RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Notable overlap · 5 shared positions
$APH$NEE$SYK$QCOM$BLK
$794M
188 positions
#16LaFleur & Godfrey LLCPassive
Notable overlap · 5 shared positions
$SYK$ECL$AXP$APH$NEE
$842M
149 positions
#17FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$APH$SYK$A$AME
$4.6B
93 positions
#18Ayrshire Capital Management LLCPassive
Notable overlap · 5 shared positions
$APH$ECL$LIN$GILD$AME
$219M
50 positions
#19Maj Invest Holding A/SActive
Notable overlap · 3 shared positions
$AXP$QCOM$LOW
$2.2B
40 positions
#20Sivik Global Healthcare LLCActive
Notable overlap · 4 shared positions
$SYK$REGN$A$GILD
$175M
35 positions
#21DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$APH$ECL$A$AME
$629M
36 positions
#22ROFFMAN MILLER ASSOCIATES INC /PA/Active
Notable overlap · 5 shared positions
$APH$AXP$SYK$DIS$AME
$2.0B
91 positions
#23First Long Island Investors, LLCActive
Notable overlap · 5 shared positions
$APH$QCOM$LOW$NEE$BLK
$1.4B
73 positions
#24Perennial Advisors, LLCPassive
Notable overlap · 4 shared positions
$APH$AXP$DIS$LIN
$669M
137 positions
#25PENINSULA ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$SYK$ECL$NEE$LOW
$209M
54 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.