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 PRING TURNER GROUP

13F Portfolio OverlapQ1 2026PRING TURNER GROUP portfolio →

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Most similar hedge funds by 13F overlap

PRING TURNER CAPITAL GROUP INC is an institutional investor managing $166M across 72 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 PRING TURNER GROUP are Seven Post Investment Office, BOWEN HANES &, SEAVIEW INVESTMENT MANAGERS, with shared positions in $SCHW, $PLD, $ELS, $PSA, $COP, $AXP. The full ranking of 25 similar funds is below.

#1Seven Post Investment Office LP

Notable overlap · 5 shared positions

$SCHW $PLD $ELS $PSA $COP

$310M

36 positions

#2BOWEN HANES & CO INC

Notable overlap · 7 shared positions

$AXP $TXN $WPM $UNP $ETN $SCHW

$4.1B

151 positions

#3SEAVIEW INVESTMENT MANAGERS LLC

Notable overlap · 4 shared positions

$SCHW $AXP $MCK $BAC

$277M

73 positions

#4B&I Capital AGActive

Notable overlap · 4 shared positions

$PLD $PSA $ELS $MAA

$294M

24 positions

#5Financial Avengers, Inc.

Notable overlap · 5 shared positions

$SCHW $AXP $BAC $GE $GEV

$219M

151 positions

#6BAXTER BROS INCPassive

Notable overlap · 7 shared positions

$AXP $UNP $SCHW $WFC $GE $TXN

$810M

166 positions

#7Pavion Blue Capital, LLCPassive

Notable overlap · 6 shared positions

$AXP $BAC $WFC $GE $COP $GEV

$230M

108 positions

#8Regal Partners Ltd

Notable overlap · 7 shared positions

$BAC $UNP $WFC $SCHW $SCCO $COP

$1.8B

106 positions

#9Wynn Capital, LLCActive

Notable overlap · 8 shared positions

$AXP $WFC $MCK $SCHW $BAC $GE

$195M

107 positions

#10HOERTKORN RICHARD CHARLESActive

Notable overlap · 5 shared positions

$SCHW $BAC $KMI $GE $GEV

$122M

75 positions

#11KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 5 shared positions

$SCHW $WPM $SCCO $COP $FNV

$181M

93 positions

#12CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$AXP $TXN $SCCO $COP $AGQ

$140M

72 positions

#13BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$UNP $BAC $ETN $COP $PLD $TPL

$578M

108 positions

#14Socorro Asset Management LP

Notable overlap · 4 shared positions

$TXN $PLD $BAC $CPT

$221M

32 positions

#15APG Asset Management US Inc.Active

Notable overlap · 5 shared positions

$PLD $PSA $MAA $ELS $CPT

$13.0B

59 positions

#16Green Street Investors, LLC

Notable overlap · 4 shared positions

$PLD $PSA $ELS $CPT

$184M

29 positions

#17SGL Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$CMI $TXN $ETN $PSA $SCHW

$266M

126 positions

#18Intrinsic Value Partners, LLCPassive

Notable overlap · 6 shared positions

$SCHW $AXP $OXY $GE $WFC $GEV

$130M

69 positions

#19CENTERSQUARE INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$PLD $PSA $ELS $CPT $MAA

$9.7B

79 positions

#20Cambridge Financial Group, Inc.

Notable overlap · 5 shared positions

$TXN $BAC $ETN $GE $GEV

$267M

33 positions

#21Estabrook Capital Management

Notable overlap · 7 shared positions

$BAC $UNP $WFC $ETN $COP $GE

$685M

380 positions

#22Landmark Wealth Management, LLCActive

Notable overlap · 7 shared positions

$AGQ $TXN $BAC $GE $GEV $WFC

$373M

148 positions

#23Karani Asset Management LLC

Notable overlap · 5 shared positions

$CMI $AXP $TXN $GE $GEV

$122M

54 positions

#24DCM Advisors, LLC

Notable overlap · 4 shared positions

$AXP $BAC $WFC $COP

$220M

38 positions

#25Sandhill Capital Partners LLC

Notable overlap · 4 shared positions

$SCHW $TXN $GE $AXP

$1.2B

95 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.