What hedge funds are most similar to Core Alternative Capital?

The funds with the most similar 13F portfolios to Core Alternative Capital are Stokes Advisors, FARMERS, Banco de Sabadell, S.A, based on overlapping conviction holdings in the latest SEC filings.

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 Core Alternative

13F Portfolio OverlapQ2 2026Core Alternative portfolio →

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Most similar hedge funds by 13F overlap

Core Alternative Capital is an institutional investor managing $334M across 201 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 Core Alternative are Stokes Advisors, FARMERS, Banco de Sabadell, S.A, with shared positions in $TJX, $SHW, $CB, $NEE, $QCOM, $MS. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $SHW $CB $NEE $QCOM $MS

$467M

118 positions

#2FARMERS TRUST CO

Notable overlap · 7 shared positions

$SO $NEE $NEM $MCD $LMT $CB

$637M

203 positions

#3Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$TJX $NEE $MCD $APD $QCOM $CME

$170M

61 positions

#4Clear Trail Advisors, LLCPassive

Notable overlap · 8 shared positions

$CB $APD $CME $NEE $TJX $O

$655M

161 positions

#5FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$CB $NEE $LMT $APD $MDT $QCOM

$1.3B

393 positions

#6Brentview Investment Management LLCActive

Notable overlap · 6 shared positions

$TJX $NEE $WM $MS $O $CME

$253M

63 positions

#7Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$TJX $WM $MS $LMT $MCD $NOW

$358M

74 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$SO $CB $QCOM $O $MCD $MDT

$201M

57 positions

#9Ark Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$CB $NEE $QCOM $WM $LMT $MCD

$113M

87 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$CB $QCOM $WM $LMT $MCD $TEL

$2.5B

270 positions

#11Stillwater Wealth Management Group

Some overlap · 6 shared positions

$TJX $CB $WM $LMT $MCD $NEE

$162M

77 positions

#12GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 7 shared positions

$NEE $QCOM $MCD $MS $TJX $MDT

$1.0B

284 positions

#13CrossGen Wealth, LLCPassive

Some overlap · 6 shared positions

$TJX $CB $O $APD $CME $MDT

$129M

214 positions

#14Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$CB $SO $NEE $SHW $O $MCD

$170M

111 positions

#15MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$NEE $QCOM $MS $LMT $TEL $MDT

$1.2B

106 positions

#16Beta Wealth Group, Inc.Active

Some overlap · 6 shared positions

$TJX $QCOM $NOW $DHI $MS $SO

$267M

114 positions

#17BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$CB $QCOM $LMT $MCD $CME $MDT

$515M

142 positions

#18Somerset Trust CoPassive

Some overlap · 6 shared positions

$CB $NEE $MCD $APD $MS $MDT

$354M

186 positions

#19Mirabaud Asset Management LtdPassive

Some overlap · 6 shared positions

$TJX $NEE $MCD $QCOM $CME $MDT

$120M

49 positions

#20Patrick Mauro Investment Advisor, INC.Active

Some overlap · 6 shared positions

$WM $LMT $SO $MCD $APD $CME

$199M

38 positions

#21Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 7 shared positions

$WM $LMT $MCD $MDT $O $NEE

$327M

94 positions

#22Inlet Private Wealth, LLCPassive

Some overlap · 6 shared positions

$QCOM $WM $DHI $CB $CME $NEM

$411M

133 positions

#23WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$TJX $NEE $DHI $LMT $CME $WM

$1.3B

73 positions

#24Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$NEE $WM $MCD $MDT $LMT $APD

$227M

73 positions

#25Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$SO $NEE $QCOM $MS $O

$226M

42 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.