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Hedge Funds Similar to CACTI ASSET

13F Portfolio OverlapQ3 2026CACTI ASSET portfolio →
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Most similar hedge funds by 13F overlap

CACTI ASSET MANAGEMENT LLC is an institutional investor managing $1.9B across 79 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 CACTI ASSET are Fortis Advisors, Hanson & Doremus Investment, KWMG, with shared positions in $STX, $UPS, $GLW, $CVS, $BX, $DIS. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCActive
Substantial overlap · 6 shared positions
$STX$UPS$GLW$CVS$BX$DIS
$214M
122 positions
#2Hanson & Doremus Investment ManagementActive
Notable overlap · 4 shared positions
$GLW$STX$CB$BA
$982M
493 positions
#3KWMG, LLCPassive
Notable overlap · 3 shared positions
$STX$GLW$BA
$1.4B
155 positions
#4CapWealth Advisors, LLCActive
Notable overlap · 3 shared positions
$GLW$CVS$UPS
$1.3B
122 positions
#5Twin Lakes Capital Management, LLCActive
Notable overlap · 5 shared positions
$STX$BA$UPS$CVS$AXP
$262M
208 positions
#6Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 5 shared positions
$GLW$BNY$BX$UBER$BMY
$327M
94 positions
#7PARTHENON LLCActive
Notable overlap · 5 shared positions
$GLW$AXP$CVS$DIS$WAT
$967M
129 positions
#8Hillman Capital Management, Inc.Passive
Notable overlap · 8 shared positions
$BA$CVS$DIS$UPS$BDX$NKE
$138M
54 positions
#9MFF Capital Investments LtdActive
Notable overlap · 4 shared positions
$AXP$BX$CVS$KKR
$1.6B
19 positions
#10Steadtrust LLCPassive
Notable overlap · 3 shared positions
$GLW$STX$BX
$198M
132 positions
#11DCM Advisors, LLCActive
Notable overlap · 6 shared positions
$AXP$DIS$CVS$BA$NKE$MS
$253M
38 positions
#12Cornerstone Capital, Inc.Active
Notable overlap · 4 shared positions
$GLW$DIS$UBER$NKE
$1.1B
120 positions
#13LAWOOD & COPassive
Notable overlap · 3 shared positions
$GLW$UPS$MS
$145M
94 positions
#14Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$GLW$CVS$DIS$BX
$879M
95 positions
#15Clayton Financial Group LLCActive
Notable overlap · 4 shared positions
$AXP$BA$CVS$BMY
$190M
304 positions
#16BOWEN HANES & CO INCActive
Notable overlap · 4 shared positions
$GLW$AXP$BA$BX
$4.1B
151 positions
#17HS Management Partners, LLCActive
Notable overlap · 4 shared positions
$AXP$DIS$UBER$NKE
$291M
24 positions
#18Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$STX$AXP$DIS
$418M
232 positions
#19Tufton Capital ManagementPassive
Notable overlap · 3 shared positions
$GLW$CB$UPS
$583M
131 positions
#20Amplius Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$CB$BX$UPS$AXP
$1.5B
224 positions
#21Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 3 shared positions
$GLW$BA$UBER
$1.1B
34 positions
#22Werlinich Asset Management, LLCActive
Notable overlap · 3 shared positions
$GLW$BX$MS
$258M
57 positions
#23O'Keefe Stevens Advisory, Inc.Active
Notable overlap · 3 shared positions
$GLW$UPS$GPC
$489M
81 positions
#24JOHN G ULLMAN & ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$GLW$DIS$BMY
$824M
181 positions
#25SHAYNE & JACOBS, LLCActive
Notable overlap · 5 shared positions
$AXP$BNY$DIS$CB$BMY
$335M
100 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.