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Hedge Funds Similar to Paragon

13F Portfolio OverlapQ1 2026Paragon portfolio →
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Most similar hedge funds by 13F overlap

Paragon Capital Management LLC is an institutional investor managing $202M across 57 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 Paragon are Cambridge Financial Group,, Focused Investors, Wealth Planning,, with shared positions in $FDX, $MCD, $TJX, $C, $BAC, $UNH. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active
Notable overlap · 5 shared positions
$FDX$MCD$TJX$C$BAC
$267M
33 positions
#2Focused Investors LLCActive
Notable overlap · 4 shared positions
$MCD$FDX$TJX$UNH
$3.1B
22 positions
#3Capital Wealth Planning, LLCActive
Notable overlap · 4 shared positions
$MCD$TJX$FDX$IBM
$18.1B
151 positions
#4Arkfeld Wealth Strategies, L.L.C.Active
Notable overlap · 5 shared positions
$CASY$TJX$DVN$IBM$BAC
$316M
115 positions
#5AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 6 shared positions
$COP$TJX$FDX$UNH$BAC$NKE
$445M
77 positions
#6Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 6 shared positions
$COP$NKE$MCD$C$UNH$ADBE
$566M
28 positions
#7MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$COP$IBM$PSX$MCD$BAC
$293M
103 positions
#8RE ADVISERS CORPActive
Notable overlap · 6 shared positions
$COP$TJX$MCD$C$UNH$BAC
$3.7B
111 positions
#9R.H. Investment Group, LLCPassive
Notable overlap · 3 shared positions
$COP$MCD$UNH
$130M
45 positions
#10SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$COP$IBM$NKE$PSX$C
$728M
79 positions
#11FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 6 shared positions
$COP$PSX$INTC$DVN$BMY$ADBE
$889M
55 positions
#12Capital Investment Services of America, Inc.Active
Notable overlap · 3 shared positions
$COP$TJX$ADBE
$958M
80 positions
#13Bath Savings Trust CoActive
Some overlap · 4 shared positions
$TJX$COP$MCD$CASY
$936M
168 positions
#14Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$MCD$IBM
$446M
104 positions
#15Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$MCD$IBM$PSX$C$BAC$BMY
$223M
109 positions
#16Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$COP$NKE$PSX$IBM
$279M
141 positions
#17Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$COP$TJX$MCD$BAC
$1.3B
129 positions
#18ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$COP$TJX$MCD$IBM
$228M
90 positions
#19HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$COP$MCD$IBM
$351M
81 positions
#20Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$MCD$COP$IBM
$147M
64 positions
#21Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$TJX$IBM$NKE$MCD$BAC
$1.2B
263 positions
#22Robbins FarleyPassive
Some overlap · 3 shared positions
$TJX$CASY$IBM
$226M
143 positions
#23Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$IBM$COP$PSX$BAC
$245M
98 positions
#24Skandinaviska Enskilda Banken AB (publ)Active
Some overlap · 4 shared positions
$MCD$IBM$INTC$BAC
$4.3B
163 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$FDX$COP$UNH$BAC$BMY
$1.4B
56 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.