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Hedge Funds Similar to Severin Investments,

13F Portfolio OverlapQ1 2026Severin Investments, portfolio →
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Most similar hedge funds by 13F overlap

Severin Investments, LLC is an institutional investor managing $116M across 171 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 Severin Investments, are Finivi, Brucke Financial,, HOWE & RUSLING, with shared positions in $USB, $T, $C, $NEE, $MCD, $BAC. The full ranking of 25 similar funds is below.

#1Finivi Inc.Passive
Some overlap · 5 shared positions
$USB$T$C$NEE$MCD
$183M
103 positions
#2Brucke Financial, Inc.Passive
Some overlap · 6 shared positions
$USB$BAC$T$TMUS$ASML$C
$197M
166 positions
#3HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$USB$UNP$BAC$KO$NEE$MCD
$1.5B
477 positions
#4HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$USB$UNP$NEE$KO$MCD
$280M
107 positions
#5FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 8 shared positions
$USB$T$C$IBM$KO$NEE
$1.5B
235 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$USB$T$UNP$BAC$KO$NEE
$1.4B
56 positions
#7Kentucky Trust CoPassive
Some overlap · 4 shared positions
$USB$T$PNC$KO
$191M
311 positions
#8Passumpsic Savings Bank
Some overlap · 4 shared positions
$USB$HWM$CMI$MU
$183M
90 positions
#9CULTIVAR CAPITAL, INC.Smart money
Some overlap · 6 shared positions
$USB$IBM$WMB$KO$T$NEE
$156M
46 positions
#10Drum Hill Capital, LLCActive
Some overlap · 5 shared positions
$USB$NEM$IBM$UNP$KO
$109M
46 positions
#11Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$USB$BAC$KO$IBM$MCD
$638M
158 positions
#12Estabrook Capital ManagementPassive
Some overlap · 8 shared positions
$UNP$T$C$PNC$BAC$IBM
$685M
380 positions
#13SCHULHOFF & CO INCPassive
Some overlap · 7 shared positions
$USB$T$PNC$IBM$KO$BAC
$243M
133 positions
#14Richard C. Young & CO., LTD.Active
Some overlap · 8 shared positions
$T$DELL$CMI$PNC$IBM$MU
$1.2B
93 positions
#15Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$USB$T$KO$MCD
$1.4B
211 positions
#16Uniting Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$USB$KO$MU$IBM$NEE
$470M
205 positions
#17Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$USB$BAC$WMB$MCD
$1.3B
129 positions
#18Miller Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$USB$ASML$DELL$MCD
$208M
262 positions
#19CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 4 shared positions
$USB$NEE$UNP$MCD
$1.1B
189 positions
#20Guild Investment Management, Inc.Active
Some overlap · 4 shared positions
$USB$DELL$NEE$ASML
$140M
47 positions
#21Slagle Financial, LLCPassive
Some overlap · 7 shared positions
$USB$C$DELL$BAC$IBM$KO
$303M
121 positions
#22Summit Asset Management, LLCActive
Some overlap · 6 shared positions
$USB$BAC$KO$UNP$IBM$NEE
$719M
172 positions
#23FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$USB$UNP$NEE
$354M
66 positions
#24Winch Advisory Services, LLCActive
Some overlap · 4 shared positions
$USB$C$KO$ASML
$438M
530 positions
#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$T$UNP$C$CMI$IBM$KO
$220M
148 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.