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 OverlapQ1 2026ISTHMUS PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

ISTHMUS PARTNERS, LLC is an institutional investor managing $953M across 217 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 ISTHMUS PARTNERS, are Eliot Finkel Investment Counsel,, BUTENSKY & COHEN FINANCIAL SECURITY,, Walsky Investment ,, with shared positions in $AMAT, $LMT, $MCD, $UPS, $CHRW, $HSY. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$AMAT $LMT $MCD $UPS $CHRW $HSY

$184M

32 positions

#2BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 6 shared positions

$__PARK_1390777 $LMT $MCD $WRB $HSY $LOW

$380M

98 positions

#3Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$__PARK_1390777 $PNC $MCD $EMR $CL $LOW

$98M

50 positions

#4BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

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

$2.3B

264 positions

#5Saturna Capital CORPActive

Notable overlap · 7 shared positions

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

$7.1B

148 positions

#6RENAISSANCE GROUP LLCPassive

Notable overlap · 6 shared positions

$AMAT $GWW $ROK $HSY $LOW $ZTS

$2.4B

234 positions

#7Titan Investment Management LLCPassive

Notable overlap · 6 shared positions

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

$113M

37 positions

#8Townsend & Associates, IncActive

Notable overlap · 6 shared positions

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

$1.2B

115 positions

#9Partnership Wealth Management, LLCActive

Some overlap · 7 shared positions

$GMM $TT $CL $CTRA $COR $EMR

$131M

66 positions

#10MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$GWW $COR $LOW $TT $PAYX $MCD

$835M

170 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$__PARK_1390777 $AMAT $LMT $PNC $LOW

$1.1B

105 positions

#12WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 6 shared positions

$SLB $EMR $UPS $CL $SYY $HSY

$698M

119 positions

#13Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $LMT $PNC $MCD $CBOE

$302M

93 positions

#14Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $LMT $MCD $EMR $LOW

$353M

78 positions

#15LYNCH & ASSOCIATES/INPassive

Some overlap · 6 shared positions

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

$533M

126 positions

#16HAMEL ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$__PARK_1390777 $LMT $MCD $PNC $HSY

$351M

81 positions

#17Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$LMT $PNC $UPS $SYY $MCD $HSY

$170M

82 positions

#18Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $LMT $EMR $MCD $LOW

$272M

95 positions

#19SAWGRASS ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$CBOE $AMAT $AZO $ZTS $MCD

$664M

193 positions

#20Flavin Financial Services, Inc.Passive

Some overlap · 6 shared positions

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

$149M

72 positions

#21BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$LMT $MCD $HSY $COR $EMR $SYY

$480M

133 positions

#22Founders Capital ManagementPassive

Some overlap · 6 shared positions

$AMAT $LMT $EMR $MCD $SLB $LOW

$205M

390 positions

#23Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$__PARK_1390777 $LMT $FITB $UPS $CL

$139M

62 positions

#24Clark & Stuart, IncActive

Some overlap · 6 shared positions

$SLB $UPS $SYY $HSY $EMR $GWW

$148M

49 positions

#25DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 5 shared positions

$__PARK_1390777 $UPS $EMR $LOW $SYY

$1.1B

596 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.