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Hedge Funds Similar to CACTI ASSET

13F Portfolio OverlapQ2 2026CACTI ASSET portfolio →
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Most similar hedge funds by 13F overlap

CACTI ASSET MANAGEMENT LLC is an institutional investor managing $2.0B across 76 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CACTI ASSET are Aufman Associates, Amanah, Potrero Research, with shared positions in $STX, $DIS, $BRZE, $KO, $EL, $GEV. The full ranking of 25 similar funds is below.

#1Aufman Associates IncSmart money
Notable overlap · 4 shared positions
$STX$DIS$BRZE$KO
$204M
65 positions
#2Amanah Holdings TrustSmart money
Notable overlap · 3 shared positions
$STX$EL$GEV
$908M
20 positions
#3Potrero Capital Research LLCActive
Notable overlap · 3 shared positions
$STX$GLW$GEV
$163M
31 positions
#4BERKSHIRE HATHAWAY INCSmart money
Notable overlap · 3 shared positions
$AXP$CB$KO
$263.1B
29 positions
#5Twin Lakes Capital Management, LLCActive
Notable overlap · 6 shared positions
$STX$BA$UPS$CVS$AXP$INTC
$220M
219 positions
#6Hillman Capital Management, Inc.Passive
Notable overlap · 8 shared positions
$BA$CVS$DIS$BDX$UPS$NKE
$144M
56 positions
#7UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$AXP$CB$KO
$466M
21 positions
#8Anther Capital LtdActive
Notable overlap · 3 shared positions
$GLW$STX$INTC
$3.8B
31 positions
#9CapWealth Advisors, LLCActive
Notable overlap · 7 shared positions
$GLW$UPS$CVS$GEV$IBM$KO
$1.3B
118 positions
#10DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$AXP$DIS$CVS$BA$MS
$220M
38 positions
#11CLIFFORD CAPITAL PARTNERS LLCPassive
Notable overlap · 5 shared positions
$DIS$UPS$BDX$EBAY$NKE
$600M
42 positions
#12Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 4 shared positions
$GLW$BA$UBER$IBM
$942M
33 positions
#13Cornerstone Capital, Inc.Active
Notable overlap · 4 shared positions
$GLW$DIS$NKE$UBER
$1.0B
118 positions
#14MFF Capital Investments LtdActive
Notable overlap · 3 shared positions
$AXP$CVS$KKR
$1.5B
19 positions
#15CFC Planning Co LLCPassive
Notable overlap · 5 shared positions
$AXP$DIS$UPS$IBM$KO
$140M
72 positions
#16HS Management Partners, LLCActive
Notable overlap · 5 shared positions
$AXP$DIS$NKE$UBER$KO
$286M
24 positions
#17Coleford Investment Management Ltd.Active
Notable overlap · 3 shared positions
$AXP$BDX$WAT
$408M
24 positions
#18BOWEN HANES & CO INCActive
Notable overlap · 4 shared positions
$GLW$AXP$BA$GEV
$4.1B
151 positions
#19Trivest Advisors LtdSmart money
Notable overlap · 3 shared positions
$STX$GLW$INTC
$1.4B
29 positions
#20Drexel Morgan & Co.Active
Notable overlap · 5 shared positions
$AXP$UPS$DIS$IBM$KO
$682M
60 positions
#21Pavion Blue Capital, LLCPassive
Notable overlap · 8 shared positions
$AXP$DIS$UPS$INTC$GEV$IBM
$230M
108 positions
#22Focused Investors LLCActive
Notable overlap · 3 shared positions
$AXP$DIS$MS
$3.1B
22 positions
#23DELTA ASSET MANAGEMENT LLC/TNActive
Notable overlap · 7 shared positions
$DIS$__PARK_1390777$BDX$UPS$INTC$WAT
$1.1B
596 positions
#24PARTHENON LLCActive
Notable overlap · 6 shared positions
$GLW$AXP$CVS$DIS$WAT$GE
$875M
127 positions
#25Matthew Goff Investment Advisor, LLCPassive
Notable overlap · 6 shared positions
$AXP$DIS$__PARK_1390777$INTC$GEV$GE
$600M
107 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.