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Hedge Funds Similar to Portland Global Advisors

13F Portfolio OverlapQ2 2026Portland Global Advisors portfolio →
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Most similar hedge funds by 13F overlap

Portland Global Advisors LLC is an institutional investor managing $1.1B across 154 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 Portland Global Advisors are CUMBERLAND ADVISORS, Tandem Wealth Advisors, Hopwood Financial Services, with shared positions in $MDY, $FDX, $MELI, $ETN, $CB, $AMGN. The full ranking of 25 similar funds is below.

#1CUMBERLAND ADVISORS INCActive
Notable overlap · 3 shared positions
$MDY$FDX$MELI
$284M
49 positions
#2Tandem Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$ETN$CB
$251M
48 positions
#3Hopwood Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MDY$AMGN$CL
$173M
92 positions
#4WADDELL & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$MDY$FDX$FDXF
$2.0B
545 positions
#5Tandem Investment Partners LLCPassive
Notable overlap · 3 shared positions
$MDY$AMGN$CB
$130M
76 positions
#6Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$MDY$TXN$FDX$CRWD
$418M
232 positions
#7Walsky Investment Management, Inc.Passive
Notable overlap · 5 shared positions
$BNY$TXN$ETN$AMGN$CL
$108M
52 positions
#8Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 7 shared positions
$AMGN$ETN$HUBB$CHD$CL$TXN
$710M
193 positions
#9Greystone Financial Group, LLCPassive
Notable overlap · 4 shared positions
$BNY$CRWD$AMGN$TXN
$358M
74 positions
#10Paulson Wealth Management Inc.Active
Notable overlap · 3 shared positions
$MDY$TXN$AMGN
$471M
146 positions
#11Axecap Investments, LLCPassive
Notable overlap · 4 shared positions
$CRWD$BNY$TXN$ADI
$181M
73 positions
#12Alpha Wealth Funds, LLCActive
Notable overlap · 4 shared positions
$MDY$ROK$AMGN$MELI
$183M
63 positions
#13AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 6 shared positions
$TXN$AMGN$ETN$MELI$CL$APH
$1.6B
118 positions
#14DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$HUBB$AMGN$ETN$MELI$CB
$124M
100 positions
#15ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$CRWD$MELI$UL$CL$CB$ADI
$713M
97 positions
#16CABOT WEALTH MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$ROK$FDX$MELI$FDXF$IDXX$APH
$982M
142 positions
#17Reliant Investment Management, LLCPassive
Notable overlap · 4 shared positions
$CRWD$HUBB$ETN$APH
$281M
55 positions
#18JACOBSON & SCHMITT ADVISORS, LLCPassive
Notable overlap · 7 shared positions
$TXN$FDX$MELI$IDXX$FDXF$APH
$612M
81 positions
#19Curbstone Financial Management CorpPassive
Notable overlap · 3 shared positions
$MDY$TXN$CL
$587M
215 positions
#20Crescent Sterling, Ltd.Passive
Notable overlap · 4 shared positions
$MDY$AMGN$TXN$CB
$112M
85 positions
#21Processus Wealth & Capital Management, LLCActive
Notable overlap · 3 shared positions
$CRWD$AMGN$FDX
$169M
35 positions
#22UNITED BANKActive
Notable overlap · 4 shared positions
$HUBB$TXN$AMGN$HSY
$853M
130 positions
#23Lionsbridge Wealth Management LLCPassive
Notable overlap · 3 shared positions
$MDY$ETN$APH
$102M
68 positions
#24Davis Capital ManagementPassive
Notable overlap · 4 shared positions
$BNY$AMGN$ETN$FDX
$169M
1,270 positions
#25MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$TXN$BNY$AMGN$MDY
$1.2B
106 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.