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 Founders

13F Portfolio OverlapQ1 2026Founders portfolio →

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Most similar hedge funds by 13F overlap

Founders Capital Management is an institutional investor managing $205M across 390 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 Founders are Eliot Finkel Investment Counsel,, Minneapolis Portfolio Group,, Werlinich Asset ,, with shared positions in $GLW, $AMAT, $LMT, $APD, $MCD, $BA. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GLW $AMAT $LMT $APD $MCD

$184M

32 positions

#2Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 3 shared positions

$GLW $LMT $BA

$942M

33 positions

#3Werlinich Asset Management, LLCActive

Notable overlap · 3 shared positions

$GLW $LMT $NOC

$206M

56 positions

#4Silver Lake Advisory, LLCPassive

Notable overlap · 5 shared positions

$GLW $AMAT $MCD $EMR $KO

$252M

103 positions

#5VANTAGE WEALTH

Notable overlap · 4 shared positions

$GLW $APD $EMR $TXN

$463M

30 positions

#6JOHN G ULLMAN & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$GLW $EMR $SLB

$754M

174 positions

#7BONNESS ENTERPRISES INCActive

Notable overlap · 4 shared positions

$GLW $AMAT $EMR $KO

$273M

39 positions

#8Tairen Capital LtdActive

Notable overlap · 3 shared positions

$GLW $AMAT $SLB

$924M

44 positions

#9MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Some overlap · 5 shared positions

$GLW $AMAT $SLB $EPD $TXN

$176M

81 positions

#10Old West Investment Management, LLCPassive

Some overlap · 5 shared positions

$LMT $APD $NOC $SLB $BA

$923M

123 positions

#11Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 3 shared positions

$GLW $LMT $MCD

$302M

93 positions

#12Glass Wealth Management Co LLCPassive

Some overlap · 5 shared positions

$AMAT $LMT $NOC $EMR $TXN

$258M

67 positions

#13RNC CAPITAL MANAGEMENT LLC

Some overlap · 4 shared positions

$GLW $LMT $APD $EMR

$2.2B

173 positions

#14AMJ Financial Wealth ManagementPassive

Some overlap · 3 shared positions

$GLW $AMAT $EMR

$424M

86 positions

#15Insight Inv LLCPassive

Some overlap · 3 shared positions

$GLW $AMAT $EMR

$183M

104 positions

#16UNITED BANKActive

Some overlap · 6 shared positions

$GLW $MCD $APD $LMT $KO $TXN

$781M

121 positions

#17CORDA Investment Management, LLC.Active

Some overlap · 4 shared positions

$GLW $AMAT $MCD $KO

$1.4B

80 positions

#18SCHULHOFF & CO INCPassive

Some overlap · 5 shared positions

$LMT $EMR $NOC $MCD $KO

$243M

133 positions

#19O'Keefe Stevens Advisory, Inc.Active

Some overlap · 4 shared positions

$GLW $APD $KO $LMT

$405M

76 positions

#20ISTHMUS PARTNERS, LLCPassive

Some overlap · 6 shared positions

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

$953M

217 positions

#21JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$AMAT $LMT $GLW $MCD $KO

$822M

214 positions

#22LONDON CO OF VIRGINIAActive

Some overlap · 5 shared positions

$GLW $APD $NOC $LOW $TXN

$16.2B

167 positions

#23SMA Capital LLCPassive

Some overlap · 4 shared positions

$LMT $APD $EMR $BA

$232M

95 positions

#24Karras Company, Inc.Active

Some overlap · 3 shared positions

$GLW $LMT $EPD

$99M

61 positions

#25STRATEGY ASSET MANAGERS LLCPassive

Some overlap · 4 shared positions

$LMT $GLW $EMR $TXN

$609M

263 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.