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Hedge Funds Similar to PARK CIRCLE

13F Portfolio OverlapQ1 2026PARK CIRCLE portfolio →
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Most similar hedge funds by 13F overlap

PARK CIRCLE Co is an institutional investor managing $108M across 51 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 PARK CIRCLE are Wolfstich ,, Disciplined Equity ,, Keystone Financial Planning,, with shared positions in $VZ, $TROW, $ORI, $MO, $IBM, $PFE. The full ranking of 25 similar funds is below.

#1Wolfstich Capital, LLCActive
Notable overlap · 5 shared positions
$VZ$TROW$ORI$MO$IBM
$114M
45 positions
#2Disciplined Equity Management, Inc.Active
Notable overlap · 6 shared positions
$VZ$MO$PFE$PFH$TFC$NKE
$199M
44 positions
#3Keystone Financial Planning, Inc.Smart money
Notable overlap · 8 shared positions
$VZ$MO$PFE$TROW$PM$BNS
$374M
40 positions
#4Hamrick Investment Counsel, llcPassive
Notable overlap · 6 shared positions
$SBUX$VZ$IBM$VRTX$PFE$TROW
$180M
359 positions
#5Applied Capital LLC/FLActive
Notable overlap · 7 shared positions
$TRV$PM$ORI$TD$MO$TFC
$212M
92 positions
#6Windle Wealth, LLCActive
Notable overlap · 3 shared positions
$VZ$MO$TROW
$237M
32 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 6 shared positions
$MO$PM$TRV$VZ$SBUX$BMY
$480M
133 positions
#8PORTLAND INVESTMENT COUNSEL INC.Active
Notable overlap · 3 shared positions
$VZ$TD$BNS
$312M
55 positions
#9CFC Planning Co LLCPassive
Notable overlap · 4 shared positions
$VZ$MO$PM$IBM
$140M
72 positions
#10Carolina Wealth Advisors, LLCPassive
Notable overlap · 8 shared positions
$MO$PM$VZ$TROW$IBM$HAS
$240M
278 positions
#11Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 3 shared positions
$VZ$PFE$BMY
$199M
40 positions
#12LETKO, BROSSEAU & ASSOCIATES INCActive
Notable overlap · 7 shared positions
$CM$TD$PFE$VZ$TFC$TTE
$6.2B
101 positions
#13R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 4 shared positions
$SBUX$TROW$PFE$VZ
$124M
40 positions
#14Dupree Financial Group, LLCPassive
Notable overlap · 4 shared positions
$VZ$ORI$ENB$NLY
$248M
71 positions
#15Baugh & Associates, LLCActive
Notable overlap · 6 shared positions
$MO$PFE$VZ$TFC$ARCC$IBM
$232M
44 positions
#16Dynamic Financial GroupActive
Notable overlap · 3 shared positions
$VZ$PFE$MO
$122M
69 positions
#17GQG Partners LLCActive
Notable overlap · 4 shared positions
$VZ$MO$PM$ENB
$63.1B
81 positions
#18Measured Risk Portfolios, Inc.Passive
Notable overlap · 4 shared positions
$VZ$MO$PM$PFH
$91M
66 positions
#19TrueMark Investments, LLCPassive
Notable overlap · 5 shared positions
$VZ$PM$MO$TTE$ENB
$514M
167 positions
#20Te Ahumairangi Investment Management LtdActive
Notable overlap · 4 shared positions
$VZ$TRV$PFE$TTE
$597M
86 positions
#21Gilman Hill Asset Management, LLCPassive
Notable overlap · 8 shared positions
$VZ$PFE$COLB$TTE$WU$TSLX
$663M
225 positions
#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$VZ$PM$IBM$SBUX$PFH
$220M
148 positions
#23Bank & Trust CoPassive
Notable overlap · 7 shared positions
$ORI$VZ$TRV$TFC$PFE$ENB
$148M
304 positions
#24Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$VZ$PFE$IBM$TFC$BMY
$223M
109 positions
#25Slocum, Gordon & Co LLPPassive
Notable overlap · 4 shared positions
$VZ$PFE$SBUX$IBM
$147M
64 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.