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 Newport Company,

13F Portfolio OverlapQ1 2026Newport Company, portfolio →

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Most similar hedge funds by 13F overlap

Newport Trust Company, LLC is an institutional investor managing $40.7B across 64 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 Newport Company, are Spectrum Financial Alliance Ltd, Drexel Morgan &, Sender & Partners,, with shared positions in $BA, $GE, $F, $T, $COF, $DIS. The full ranking of 25 similar funds is below.

#1Spectrum Financial Alliance Ltd LLCActive

Substantial overlap · 5 shared positions

$BA $GE $F $T $COF

$520M

30 positions

#2Drexel Morgan & Co.Active

Notable overlap · 5 shared positions

$T $F $DIS $EMR $MMM

$682M

60 positions

#3Sender Co & Partners, Inc.Active

Notable overlap · 3 shared positions

$BA $HON $NKE

$165M

53 positions

#4Trium Capital LLPActive

Notable overlap · 3 shared positions

$T $JCI $EMR

$142M

63 positions

#5MARSICO CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$GE $GEV $BA $HON $JCI $UAL

$3.4B

65 positions

#6Themes Management Co LLCPassive

Notable overlap · 4 shared positions

$GE $BA $HON $GD

$162M

151 positions

#7Codex Capital Asset Management L.L.C.Active

Notable overlap · 4 shared positions

$GE $GEV $HON $BA

$259M

31 positions

#8Next Level Private LLCPassive

Notable overlap · 5 shared positions

$GE $GEV $BA $T $F

$443M

175 positions

#9HOERTKORN RICHARD CHARLESActive

Notable overlap · 5 shared positions

$GE $GEV $BA $F $DIS

$122M

75 positions

#10CMG Global Holdings, LLCPassive

Notable overlap · 4 shared positions

$BA $GE $GEV $PM

$210M

96 positions

#11MARK ASSET MANAGEMENT LPSmart money

Notable overlap · 5 shared positions

$BA $GEV $GE $DIS $COF

$1.1B

37 positions

#12TRUSTCO BANK CORP N YPassive

Notable overlap · 6 shared positions

$GE $GEV $DIS $EMR $JCI $PM

$113M

71 positions

#13TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 6 shared positions

$GE $GEV $BA $COF $ELV $HUM

$200M

110 positions

#14HFM Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$GE $GEV $MMM $ELV $ED

$260M

1,210 positions

#15Symmetry Investments LPActive

Notable overlap · 4 shared positions

$BA $GEV $GE $MMM

$913M

122 positions

#16Tempus Wealth Planning, LLCPassive

Notable overlap · 4 shared positions

$GE $GEV $BA $HUM

$435M

270 positions

#17Hedges Asset Management LLC

Notable overlap · 4 shared positions

$GE $BA $HON $F

$142M

108 positions

#18One Madison Group LLCActive

Notable overlap · 4 shared positions

$GE $GEV $WWD $JCI

$866M

28 positions

#19WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$HON $DIS $SRE $DRI $HIG $GD

$2.1B

122 positions

#20Pentwater Capital Management LPActive

Notable overlap · 3 shared positions

$BA $WBD $UAL

$19.3B

92 positions

#21Kingsman Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$GE $GEV $BA $GD

$178M

70 positions

#22Night Owl Capital Management, LLCActive

Notable overlap · 3 shared positions

$GE $GEV $WWD

$858M

30 positions

#23HERBST GROUP, LLCPassive

Notable overlap · 5 shared positions

$GEV $GE $GD $BA $HON

$162M

59 positions

#24CapWealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GEV $T $GE $HON

$1.3B

118 positions

#25KADENSA CAPITAL LtdActive

Notable overlap · 3 shared positions

$GE $GEV $JCI

$718M

39 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.