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Hedge Funds Similar to Moors & Cabot,

13F Portfolio OverlapQ1 2026Moors & Cabot, portfolio →
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Most similar hedge funds by 13F overlap

Moors & Cabot, Inc. is an institutional investor managing $2.3B across 927 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 Moors & Cabot, are PROMETHIUM ADVISORS,, EagleClaw Managment,, Atlas Wealth Partners,, with shared positions in $TPL, $TJX, $PLTR, $LB, $EPD, $EMR. The full ranking of 25 similar funds is below.

#1PROMETHIUM ADVISORS,LLCPassive
Some overlap · 7 shared positions
$TPL$TJX$PLTR$LB$EPD$EMR
$193M
112 positions
#2EagleClaw Capital Managment, LLCActive
Some overlap · 6 shared positions
$TPL$TJX$ETN$GBTC$LB$WMB
$714M
145 positions
#3Atlas Wealth Partners, LLCActive
Some overlap · 5 shared positions
$TPL$GBTC$LB$PBT$NEE
$97M
65 positions
#4NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$TPL$ETN$NEE$IBM
$279M
185 positions
#5MAD RIVER INVESTORSSmart money
Some overlap · 5 shared positions
$TPL$GBTC$LB$PBT$ETN
$278M
32 positions
#6One Charles Private Wealth Services, LLCActive
Some overlap · 4 shared positions
$TPL$GBTC$LB$EPD
$400M
159 positions
#7HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$TPL$GBTC$LB$PBT
$9.2B
353 positions
#8MSRH, LLCActive
Some overlap · 4 shared positions
$TPL$GBTC$LB$PBT
$113M
29 positions
#9SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$TPL$TJX$LB
$2.8B
129 positions
#10Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$TPL$GBTC$PLTR
$459M
290 positions
#11Resolute Capital Asset Partners LLCPassive
Some overlap · 3 shared positions
$TPL$EPD$WMB
$190M
41 positions
#12Redwood Family Wealth LLCPassive
Some overlap · 3 shared positions
$TPL$NEE$PLTR
$102M
102 positions
#13Clare Market Investments LLCActive
Some overlap · 3 shared positions
$TPL$PLTR$WM
$478M
167 positions
#14SPRING CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$TPL$ETN$NEE
$198M
49 positions
#15Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TJX$TPL$ETN$PLTR$PNC
$247M
66 positions
#16Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$IBM$ETN$NEE$WM
$649M
186 positions
#17Nitor Capital Management LLCSmart money
Some overlap · 3 shared positions
$TPL$EPD$WMB
$130M
24 positions
#18MOR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TPL$PBT$IBM
$218M
103 positions
#19FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$TJX$IBM$ETN$NEE$EMR
$1.2B
150 positions
#20LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$TJX$IBM$NEE$WMB$EMR
$677M
182 positions
#21CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$TJX$ETN$PLTR$WMB$WM
$1.1B
149 positions
#22BAHL & GAYNOR INCActive
Some overlap · 5 shared positions
$TJX$ETN$NEE$WMB$PNC
$19.8B
327 positions
#23BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$TJX$IBM$NEE$EMR$PNC
$147M
116 positions
#24Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$TJX$IBM$NEE$EMR$PNC
$1.4B
1,479 positions
#25SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$TJX$ETN$PLTR$WM$EMR
$111M
52 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.