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 PECAUT &

13F Portfolio OverlapQ1 2026PECAUT & portfolio →

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Most similar hedge funds by 13F overlap

PECAUT & CO. is an institutional investor managing $308M across 66 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 PECAUT & are Kohmann Bosshard Financial Services,, AMI INVESTMENT, Minot DeBlois Advisors, with shared positions in $COP, $HUM, $GLDM, $LOW, $UNP, $NKE. The full ranking of 25 similar funds is below.

#1Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $GLDM

$1.2B

1,060 positions

#2AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$COP $LOW $UNP $NKE

$445M

77 positions

#3Minot DeBlois Advisors LLCPassive

Notable overlap · 4 shared positions

$COP $HUM $AXP $UNP

$110M

226 positions

#4JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$COP $LOW $SBUX

$102M

27 positions

#5American Money Management, LLCActive

Notable overlap · 4 shared positions

$COP $TPL $ICE $UNP

$632M

168 positions

#6Sunburst Financial Group, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $AXP

$543M

132 positions

#7Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $GLDM $NKE

$2.1B

152 positions

#8AAFMAA Wealth Management & Trust LLCPassive

Notable overlap · 4 shared positions

$COP $HUM $LOW $UNP

$258M

96 positions

#9MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 3 shared positions

$COP $HUM $NKE

$295M

271 positions

#10ShankerValleau Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$COP $SBUX $NKE

$355M

39 positions

#11Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$COP $HUM $NKE

$374M

86 positions

#12Rialto Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$COP $AN $ICE

$445M

1,730 positions

#13Whelan FinancialActive

Notable overlap · 4 shared positions

$COP $LOW $AXP $NKE

$322M

88 positions

#14DecisionPoint Financial, LLCActive

Notable overlap · 3 shared positions

$COP $AXP $NKE

$464M

679 positions

#15Robinson Value Management, Ltd.Passive

Notable overlap · 4 shared positions

$COP $GLDM $WPM $NKE

$180M

73 positions

#16WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$COP $HUM $NKE

$284M

123 positions

#17EagleClaw Capital Managment, LLCActive

Notable overlap · 9 shared positions

$TPL $LOW $ICE $WBI $WPM $LB

$714M

145 positions

#18Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 3 shared positions

$COP $AXP $NKE

$566M

28 positions

#19HORIZON KINETICS ASSET MANAGEMENT LLCSmart money

Notable overlap · 9 shared positions

$TPL $ICE $WBI $WPM $AN $LB

$9.2B

353 positions

#20Good Harbor Advisors, Inc.Passive

Some overlap · 3 shared positions

$HUM $COP $UNP

$92M

82 positions

#21Kraft, Davis & Associates, LLCPassive

Some overlap · 4 shared positions

$HUM $COP $GLDM $NKE

$469M

151 positions

#22WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$HUM $COP $LOW

$350M

95 positions

#23Stone Summit Wealth LLCPassive

Some overlap · 4 shared positions

$COP $LOW $AXP $NKE

$359M

142 positions

#24TAGStone Capital, Inc.Passive

Some overlap · 4 shared positions

$COP $HUM $AXP $UNP

$283M

137 positions

#25Resonant Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$COP $HUM $AXP

$1.9B

495 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.