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Hedge Funds Similar to ISLAY

13F Portfolio OverlapQ2 2026ISLAY portfolio →
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Most similar hedge funds by 13F overlap

ISLAY CAPITAL MANAGEMENT, LLC is an institutional investor managing $216M across 231 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ISLAY are Stack Financial, MORGAN DEMPSEY, PACIFIC HEIGHTS ASSET, with shared positions in $SYK, $LMT, $T, $COP, $CAH, $CI. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive
Notable overlap · 6 shared positions
$SYK$LMT$T$COP$CAH$CI
$1.3B
54 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$WFC$LMT$T$PLD
$233M
122 positions
#3PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Some overlap · 6 shared positions
$PLTR$LMT$SCHW$COP$PLD$DINO
$3.2B
77 positions
#4NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$WFC$LMT$T$CI
$863M
131 positions
#5CALIFORNIA FIRST LEASING CORP
Some overlap · 4 shared positions
$WFC$SLB$ALSN$CI
$471M
34 positions
#6PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$PLD$WFC$COP$SCHW
$175M
73 positions
#7Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$LMT$SYK$WFC$COP$CASY
$295M
65 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$T$WFC$LMT$COP$SCHW
$1.3B
58 positions
#9Shepherd Street Advisors LLCPassive
Some overlap · 4 shared positions
$WFC$MPC$SCHW$PLD
$114M
86 positions
#10DCM Advisors, LLCActive
Some overlap · 4 shared positions
$WFC$MPC$COP$T
$253M
38 positions
#11Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$WFC$PLD$PSLV
$187M
75 positions
#12AdvisorShares Investments LLCActive
Some overlap · 4 shared positions
$CASY$ALSN$SYK$COR
$828M
269 positions
#13SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$WFC$SLB$COR
$816M
49 positions
#14ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 3 shared positions
$WFC$KKR$APO
$4.5B
236 positions
#15AEGON USA Investment Management, LLCSmart money
Some overlap · 3 shared positions
$WFC$KKR$APO
$140M
42 positions
#16PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$WFC$KKR$APO
$421M
110 positions
#17Poehling Capital Management, INC.Passive
Some overlap · 4 shared positions
$WFC$MPC$SCHW$DINO
$466M
166 positions
#18Regal Partners LtdActive
Some overlap · 3 shared positions
$WFC$SCHW$APO
$1.8B
122 positions
#19Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$PLD$SLB$WFC$SYK
$660M
385 positions
#20NFJ INVESTMENT GROUP, LLCPassive
Some overlap · 4 shared positions
$PLD$MPC$SCHW$DINO
$3.0B
208 positions
#21Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$LMT$KKR$PLTR$CAH$OHI
$599M
225 positions
#22EDMP, INC.Passive
Some overlap · 4 shared positions
$OHI$T$COR$CI
$124M
70 positions
#23FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$LMT$SYK$SCHW
$383M
74 positions
#24JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$LMT$T$CAH$OHI
$339M
242 positions
#25Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$WFC$SYK$T
$1.0B
765 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.