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Hedge Funds Similar to Sippican Advisors

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

Sippican Capital Advisors is an institutional investor managing $164M across 111 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 Sippican Advisors are Rosenthal {-} Henry Advisors, Orchard, BANC FUNDS, with shared positions in $TBBK, $TFIN, $COLB, $BWB, $CASH, $MYFW. The full ranking of 25 similar funds is below.

#1Rosenthal {-} Henry Capital Advisors, Inc.Active
Notable overlap · 6 shared positions
$TBBK$TFIN$COLB$BWB$CASH$MYFW
$114M
48 positions
#2Orchard Capital Management, LLCPassive
Notable overlap · 4 shared positions
$TBBK$TFIN$BANC$CASH
$103M
44 positions
#3BANC FUNDS CO LLCActive
Notable overlap · 5 shared positions
$ALRS$TFIN$MCB$BANC$MYFW
$605M
92 positions
#4PMC FIG Opportunities LLCPassive
Some overlap · 5 shared positions
$COLB$FLG$BANC$WULF$MYFW
$63M
33 positions
#5Elgethun Capital ManagementActive
Some overlap · 4 shared positions
$TBBK$CASH$NVR$BWB
$718M
174 positions
#6VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 3 shared positions
$BMY$MMM$PFE
$214M
61 positions
#7KAHN BROTHERS GROUP INCSmart money
Some overlap · 3 shared positions
$BMY$FLG$PFE
$564M
48 positions
#8Phocas Financial Corp.Passive
Some overlap · 4 shared positions
$COLB$ALRS$CASH$FLG
$721M
153 positions
#9P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$MMM$BMY$PFE
$133M
66 positions
#10Round Hill Asset ManagementActive
Some overlap · 3 shared positions
$BMY$PFE$FLG
$159M
62 positions
#11Gilman Hill Asset Management, LLCPassive
Some overlap · 3 shared positions
$BMY$COLB$PFE
$731M
236 positions
#12Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$BMY$PFE$LEN
$229M
166 positions
#13CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BMY$PFE$LEN
$111M
136 positions
#14InvesTrustPassive
Some overlap · 3 shared positions
$MMM$BMY$PFE
$260M
95 positions
#15EJF Capital LLCActive
Some overlap · 3 shared positions
$MCB$BANC$BWB
$150M
72 positions
#16Optimist Retirement Group LLCActive
Some overlap · 3 shared positions
$MMM$BMY$PFE
$259M
118 positions
#17Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 3 shared positions
$BMY$PFE$LEN
$3.2B
82 positions
#18MENDON CAPITAL ADVISORS CORPActive
Some overlap · 4 shared positions
$BANC$EGBN$BWB$MYFW
$283M
46 positions
#19North Reef Capital Management LPActive
Some overlap · 3 shared positions
$EGBN$FLG$MYFW
$2.6B
43 positions
#20WealthTrust Axiom LLCPassive
Some overlap · 3 shared positions
$BMY$PFE$IRM
$448M
302 positions
#21Tricadia Capital Management, LLCActive
Some overlap · 3 shared positions
$FLG$BANC$WULF
$162M
24 positions
#22Alight Capital Management LPPassive
Some overlap · 3 shared positions
$MMM$IREN$WULF
$712M
83 positions
#23Alliance Private Wealth, LLCActive
Some overlap · 3 shared positions
$MMM$BMY$PFE
$288M
82 positions
#24Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$MMM$BMY$PFE
$327M
94 positions
#25PARK CIRCLE CoActive
Some overlap · 3 shared positions
$PFE$COLB$BMY
$117M
53 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.