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 Portland Global Advisors

13F Portfolio OverlapQ1 2026Portland Global Advisors portfolio →

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Most similar hedge funds by 13F overlap

Portland Global Advisors LLC is an institutional investor managing $938M across 146 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 Portland Global Advisors are TRUSTMARK NATIONAL BANK DEPARTMENT, Cypress ,, ARK & TLK INVESTMENTS,, with shared positions in $UPST, $MDY, $IBM, $AMGN, $WT, $ETN. The full ranking of 25 similar funds is below.

#1TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Notable overlap · 4 shared positions

$UPST $MDY $IBM $AMGN

$1.6B

271 positions

#2Cypress Capital, LLCActive

Notable overlap · 6 shared positions

$UPST $WT $IBM $AMGN $ETN $CL

$351M

95 positions

#3ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 3 shared positions

$UPST $MDY $WT

$370M

119 positions

#4AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$UPST $FDX $HSY $CL

$445M

77 positions

#5Concord Asset Management, LLC/VAActive

Notable overlap · 4 shared positions

$UPST $WT $ETN $AMGN

$592M

117 positions

#6Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$UPST $WT $IBM $AMGN

$236M

81 positions

#7O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 3 shared positions

$UPST $IBM $HSY

$124M

55 positions

#8GOULD ASSET MANAGEMENT LLC /CA/Active

Some overlap · 4 shared positions

$UPST $WT $MDY $MKL

$576M

171 positions

#9Berkshire BankPassive

Some overlap · 4 shared positions

$UPST $UL $MKL $CB

$488M

157 positions

#10Winter & Associates, Inc.Passive

Some overlap · 4 shared positions

$MDY $WT $UPST $IBM

$114M

84 positions

#11Oak Harvest Investment ServicesPassive

Some overlap · 3 shared positions

$UPST $AMGN $ETN

$958M

176 positions

#12Wright Wealth LLCActive

Some overlap · 3 shared positions

$UPST $WT $IBM

$149M

51 positions

#13Concord Wealth PartnersPassive

Some overlap · 4 shared positions

$UPST $WT $AMGN $ETN

$770M

207 positions

#14Drum Hill Capital, LLCActive

Some overlap · 3 shared positions

$UPST $IBM $TXN

$109M

46 positions

#15Falcon Wealth PlanningActive

Some overlap · 4 shared positions

$UPST $WT $__PARK_1390777 $MKL

$1.5B

236 positions

#16PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Some overlap · 3 shared positions

$UPST $WT $EPAM

$2.7B

174 positions

#17Beacon Capital Management, Inc.Active

Some overlap · 3 shared positions

$UPST $HSY $TXN

$1.8B

57 positions

#18WADDELL & ASSOCIATES, LLCActive

Some overlap · 3 shared positions

$MDY $FDX $WT

$1.8B

451 positions

#19Alpha Wealth Funds, LLCActive

Some overlap · 3 shared positions

$MDY $ROK $AMGN

$149M

41 positions

#20Pacific Sage Partners, LLCActive

Some overlap · 3 shared positions

$UPST $PANW $AMGN

$636M

121 positions

#21Beacon Financial Strategies CORPActive

Some overlap · 4 shared positions

$UPST $IBM $TXN $MKL

$176M

177 positions

#22CUMBERLAND ADVISORS INCActive

Some overlap · 3 shared positions

$MDY $FDX $MELI

$255M

48 positions

#23Disciplined Investments, LLCPassive

Some overlap · 4 shared positions

$UPST $MDY $TXN $IBM

$279M

141 positions

#24Bear Mountain Capital, Inc.Active

Some overlap · 3 shared positions

$UPST $MDY $MKL

$333M

198 positions

#25INSIGHT 2811, INC.Active

Some overlap · 3 shared positions

$UPST $IBM $WT

$239M

101 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.