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 PARK CIRCLE

13F Portfolio OverlapQ2 2026PARK CIRCLE portfolio →

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Most similar hedge funds by 13F overlap

PARK CIRCLE Co is an institutional investor managing $117M across 53 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 PARK CIRCLE are Keystone Financial Planning, John Boyer, Disciplined Equity, with shared positions in $VZ, $TROW, $MO, $PFE, $PM, $BNS. The full ranking of 25 similar funds is below.

#1Keystone Financial Planning, Inc.Smart money

Substantial overlap · 7 shared positions

$VZ $TROW $MO $PFE $PM $BNS

$388M

39 positions

#2John Boyer, Inc.Smart money

Notable overlap · 4 shared positions

$VZ $MO $ORI $PFE

$115M

39 positions

#3Disciplined Equity Management, Inc.Smart money

Notable overlap · 5 shared positions

$MO $VZ $PFE $PFH $TFC

$226M

45 positions

#4NEW VERNON INVESTMENT MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$TRV $ORI $BX

$82M

37 positions

#5Ridgepath Capital Management LLCActive

Notable overlap · 3 shared positions

$MO $VZ $PM

$227M

54 positions

#6Measured Risk Portfolios, Inc.Active

Notable overlap · 5 shared positions

$MO $VZ $PM $TROW $PFH

$112M

63 positions

#7Windle Wealth, LLCActive

Notable overlap · 3 shared positions

$MO $TROW $VZ

$249M

35 positions

#8Paradigm Capital Management, LLC/NVActive

Notable overlap · 5 shared positions

$VZ $MO $PM $TFC $PFE

$116M

65 positions

#9Mid-American Wealth Advisory Group, Inc.Active

Notable overlap · 3 shared positions

$VZ $MO $BMY

$277M

66 positions

#10Hamrick Investment Counsel, llcPassive

Notable overlap · 6 shared positions

$SBUX $TROW $PFE $VZ $VRTX $NKE

$151M

184 positions

#11Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$MO $PM $VZ $TROW $HAS $BMY

$255M

278 positions

#12GQG Partners LLCActive

Notable overlap · 5 shared positions

$MO $VZ $PM $TRV $ENB

$53.8B

102 positions

#13BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 5 shared positions

$MO $PM $TRV $VZ $SBUX

$515M

142 positions

#14Dynamic Financial GroupSmart money

Notable overlap · 3 shared positions

$VZ $PFE $MO

$132M

76 positions

#15R.H. Dinel Investment Counsel, Inc.Active

Notable overlap · 4 shared positions

$SBUX $TROW $PFE $VZ

$130M

40 positions

#16LETKO, BROSSEAU & ASSOCIATES INCActive

Notable overlap · 7 shared positions

$CM $TD $PFE $VZ $TFC $BNS

$6.8B

112 positions

#17Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$PM $MO $ORI $SBUX $PFH $TFC

$334M

127 positions

#18Dupree Financial Group, LLCPassive

Notable overlap · 5 shared positions

$VZ $ORI $BX $ENB $NLY

$267M

81 positions

#19Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$MO $PM $VZ $SBUX $NKE

$497M

948 positions

#20PORTLAND INVESTMENT COUNSEL INC.Active

Notable overlap · 3 shared positions

$VZ $TD $BNS

$358M

58 positions

#21Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 3 shared positions

$VZ $PFE $BMY

$199M

38 positions

#22Vermillion & White Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$MO $PM $PFE

$198M

69 positions

#23VAUGHAN & Co SECURITIES, INC.Smart money

Notable overlap · 6 shared positions

$PM $VZ $CM $PFE $BX $BMY

$214M

61 positions

#24Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$VZ $PFE $PM $BMY

$513M

70 positions

#25CFC Planning Co LLCPassive

Notable overlap · 3 shared positions

$MO $VZ $PM

$171M

71 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.