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 ISTHMUS PARTNERS

13F Portfolio OverlapQ3 2026ISTHMUS PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

ISTHMUS PARTNERS, LLC is an institutional investor managing $1.0B across 228 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ISTHMUS PARTNERS are BOSTON RESEARCH, Walsky Investment, OLD REPUBLIC INTERNATIONAL, with shared positions in $BNY, $SYY, $CL, $LMT, $MCD, $LOW. The full ranking of 25 similar funds is below.

#1BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$BNY $SYY $CL $LMT $MCD $LOW

$453M

121 positions

#2Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$BNY $PNC $CL $EMR $MCD $LOW

$108M

52 positions

#3OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$GWW $EMR $SYY $UPS $PAYX $MCD

$2.2B

70 positions

#4Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$CHRW $UPS $LMT $MCD $DVN $HSY

$214M

33 positions

#5Saturna Capital CORPActive

Notable overlap · 7 shared positions

$TT $ROK $GWW $LOW $AZO $CL

$8.2B

140 positions

#6WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$EMR $UPS $SYY $SLB $CL $CPRT

$742M

119 positions

#7Townsend & Associates, IncActive

Notable overlap · 6 shared positions

$GWW $WRB $AZO $UPS $HCA $LMT

$1.2B

111 positions

#8BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 6 shared positions

$PNC $EMR $LMT $MCD $LOW $HSY

$2.5B

270 positions

#9Flavin Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$PNC $UPS $LMT $MCD $LOW $PSA

$185M

77 positions

#10Kinsale Capital Group, Inc.Active

Some overlap · 5 shared positions

$BNY $GWW $AZO $MCD $CPRT

$754M

41 positions

#11Titan Investment Management LLCActive

Some overlap · 6 shared positions

$FITB $AZO $LMT $CBOE $HSY $CL

$137M

40 positions

#12Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$BNY $PNC $UPS $LMT $CL

$161M

62 positions

#13LYNCH & ASSOCIATES/INPassive

Some overlap · 6 shared positions

$EMR $LMT $MCD $UPS $LOW $SYY

$699M

128 positions

#14DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 5 shared positions

$BNY $SYY $UPS $EMR $LOW

$1.2B

599 positions

#15Murphy Pohlad Asset Management LLCPassive

Some overlap · 5 shared positions

$BNY $EMR $UPS $SLB $DVN

$288M

140 positions

#16Aurdan Capital Management, LLCActive

Some overlap · 6 shared positions

$GWW $SYY $COR $LOW $PNC $WRB

$394M

99 positions

#17MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$BNY $PNC $LMT $LOW $PYPL

$1.2B

100 positions

#18HAMEL ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$BNY $PNC $LMT $MCD $HSY

$363M

92 positions

#19Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$BNY $EMR $LMT $MCD $LOW

$292M

99 positions

#20Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 5 shared positions

$BNY $PNC $LMT $MCD $CBOE

$327M

94 positions

#21Delta Accumulation, LLCActive

Some overlap · 7 shared positions

$BNY $CBOE $LMT $CL $COR $CHRW

$2.5B

156 positions

#22First Eagle Investment Management, LLCActive

Some overlap · 5 shared positions

$BNY $SLB $HCA $CL $CHRW

$59.9B

424 positions

#23MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$GWW $TT $PAYX $COR $LOW

$857M

166 positions

#24Rayburn West Financial Services LLCPassive

Some overlap · 5 shared positions

$PNC $SYY $UPS $LMT $MCD

$181M

81 positions

#25Fruth Investment ManagementPassive

Some overlap · 5 shared positions

$GWW $TT $EMR $HSY $SYY

$409M

224 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.