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Hedge Funds Similar to Sanibel Captiva Company,

13F Portfolio OverlapQ1 2026Sanibel Captiva Company, portfolio →
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Most similar hedge funds by 13F overlap

Sanibel Captiva Trust Company, Inc. is an institutional investor managing $3.6B across 436 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 Sanibel Captiva Company, are Ranch Advisors, HEADINVEST,, Accretive Wealth Partners,, with shared positions in $KKR, $HUM, $GD, $CMI, $IBM, $USB. The full ranking of 25 similar funds is below.

#1Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$KKR$HUM$GD$CMI$IBM
$277M
154 positions
#2HEADINVEST, LLCPassive
Some overlap · 4 shared positions
$KKR$USB$HUM$ACN
$488M
225 positions
#3Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$KKR$HUM$GD$TJX$USB
$356M
180 positions
#4Piedmont Capital Management, LLCActive
Some overlap · 4 shared positions
$KKR$USB$HUM$IBM
$197M
50 positions
#5Crews Bank & TrustPassive
Some overlap · 4 shared positions
$KKR$USB$HUM$GLW
$690M
673 positions
#6SWAN Capital LLCPassive
Some overlap · 4 shared positions
$KKR$USB$HUM$AMD
$272M
554 positions
#7Charter Capital Management, LLC\DESmart money
Some overlap · 4 shared positions
$KKR$USB$HUM$AMD
$200M
70 positions
#8Buska Wealth Management, LLCActive
Some overlap · 3 shared positions
$KKR$USB$HUM
$249M
74 positions
#9Tide Cove Capital Partners LLCSmart money
Some overlap · 3 shared positions
$KKR$USB$HUM
$147M
13 positions
#10Hofer & Associates. IncActive
Some overlap · 3 shared positions
$KKR$USB$HUM
$186M
64 positions
#11White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$KKR$USB$HUM
$721M
145 positions
#12Curran Financial Partners, LLCActive
Some overlap · 3 shared positions
$KKR$USB$HUM
$559M
127 positions
#13Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$KKR$HUM$TJX$ASML
$2.3B
186 positions
#14Decker Wealth Management LLCPassive
Some overlap · 5 shared positions
$KKR$TJX$IBM$HUM$ENB
$441M
105 positions
#15Forza Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KKR$USB$HUM$IBM$GD
$287M
188 positions
#16Fosun International LtdActive
Some overlap · 4 shared positions
$KKR$USB$AMD$GLW
$399M
66 positions
#17Western Pacific Wealth Management, LPActive
Some overlap · 5 shared positions
$KKR$HUM$CBRE$AMD$ASML
$98M
197 positions
#18Financial Perspectives, IncPassive
Some overlap · 4 shared positions
$KKR$HUM$ASML$USB
$358M
716 positions
#19KDT Advisors, LLCPassive
Some overlap · 3 shared positions
$KKR$GLW$HUM
$63M
69 positions
#20Montis Financial, LLCActive
Some overlap · 4 shared positions
$KKR$HUM$USB$IBM
$484M
150 positions
#21Wharton Business Group, LLCActive
Some overlap · 4 shared positions
$KKR$HUM$CMI$ASML
$2.6B
141 positions
#22Eukles Asset ManagementPassive
Some overlap · 6 shared positions
$KKR$ACN$CMI$TJX$USB$CBRE
$224M
238 positions
#23Forum Private Client Group LLCActive
Some overlap · 4 shared positions
$KKR$HUM$USB$CMI
$300M
80 positions
#24Causey Wealth LLCPassive
Some overlap · 4 shared positions
$KKR$USB$IBM$HUM
$236M
81 positions
#25Rooted Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$KKR$USB$HUM$AMD
$379M
144 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.