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Hedge Funds Similar to Sippican Advisors

13F Portfolio OverlapQ1 2026Sippican Advisors portfolio →
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Most similar hedge funds by 13F overlap

Sippican Capital Advisors is an institutional investor managing $146M across 107 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 Sippican Advisors are Orchard ,, Rosenthal {-} Henry Advisors,, Kerusso, with shared positions in $TBBK, $TFIN, $BANC, $CASH, $BWB, $MMM. The full ranking of 25 similar funds is below.

#1Orchard Capital Management, LLCActive
Notable overlap · 4 shared positions
$TBBK$TFIN$BANC$CASH
$96M
46 positions
#2Rosenthal {-} Henry Capital Advisors, Inc.Active
Notable overlap · 4 shared positions
$TBBK$TFIN$CASH$BWB
$102M
42 positions
#3Kerusso Capital Management LLCPassive
Notable overlap · 5 shared positions
$MMM$BMY$PFE$EOG$LMT
$200M
53 positions
#4Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$GE$PFE$LMT$GEV$KMI$MMM
$147M
64 positions
#5Marble Harbor Investment Counsel, LLCActive
Some overlap · 5 shared positions
$GE$IRM$PFE$EOG$GEV
$923M
192 positions
#6HFM Investment Advisors, LLCActive
Some overlap · 4 shared positions
$GE$MMM$BMY$GEV
$260M
1,210 positions
#7BANC FUNDS CO LLCPassive
Some overlap · 4 shared positions
$ALRS$TFIN$MCB$BANC
$537M
97 positions
#8Next Level Private LLCPassive
Some overlap · 4 shared positions
$GE$BMY$GEV$PFE
$443M
175 positions
#9BCWM, LLCPassive
Some overlap · 4 shared positions
$BMY$PFE$LMT$KMI
$353M
57 positions
#10CERTUITY, LLCPassive
Some overlap · 4 shared positions
$GE$FLG$OMF$BMY
$1.5B
659 positions
#11PMC FIG Opportunities LLCActive
Some overlap · 3 shared positions
$TFIN$COLB$CASH
$65M
29 positions
#12CONSOLIDATED CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GE$MMM$LMT
$310M
74 positions
#13J.P. Marvel Investment Advisors, LLCActive
Some overlap · 5 shared positions
$BMY$MMM$GE$GEV$EOG
$705M
60 positions
#14Newport Trust Company, LLCSmart money
Some overlap · 3 shared positions
$GE$MMM$GEV
$40.7B
64 positions
#15Western Financial Corp/CAActive
Some overlap · 4 shared positions
$GE$MMM$LMT$GEV
$255M
127 positions
#16WealthTrust Axiom LLCPassive
Some overlap · 4 shared positions
$BMY$PFE$KMI$IRM
$406M
290 positions
#17Round Hill Asset ManagementPassive
Some overlap · 3 shared positions
$BMY$PFE$FLG
$153M
62 positions
#18KAHN BROTHERS GROUP INCActive
Some overlap · 3 shared positions
$BMY$PFE$FLG
$564M
48 positions
#19Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$GE$PFE$GEV$MMM
$231M
98 positions
#20EIGHT 31 FINANCIAL, LLCActive
Some overlap · 3 shared positions
$TFIN$EOG$FANG
$166M
72 positions
#21HOERTKORN RICHARD CHARLESActive
Some overlap · 4 shared positions
$GE$KMI$GEV$PFE
$122M
75 positions
#22OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$BMY$LMT$FANG$MMM
$193M
108 positions
#23BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 4 shared positions
$BMY$EOG$LMT$KMI
$2.3B
264 positions
#241834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$CTRA$BMY$PFE$KMI$LMT
$801M
206 positions
#25Gilman Hill Asset Management, LLCPassive
Some overlap · 3 shared positions
$BMY$PFE$COLB
$663M
225 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.