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 Birch ,

13F Portfolio OverlapQ1 2026Birch , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Birch Capital Management, LLC is an institutional investor managing $191M across 78 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 Birch , are Cambridge Financial Group,, Aurdan ,, GREATMARK INVESTMENT PARTNERS,, with shared positions in $FDX, $COR, $CAH, $OKE, $WMB, $GWW. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$FDX $COR $CAH $OKE $WMB

$267M

33 positions

#2Aurdan Capital Management, LLCActive

Notable overlap · 5 shared positions

$GWW $COR $AMGN $ITW $UNH

$333M

88 positions

#3GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 5 shared positions

$SCHW $AMGN $GWW $ITW $UPS

$854M

145 positions

#4EDMP, INC.Passive

Notable overlap · 5 shared positions

$AMGN $COR $EPD $CTSH $FDX

$124M

71 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$FDX $SCHW $AMGN $ACN $UNH

$1.4B

56 positions

#6Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$EPD $G $ITW $ACN $AMGN $NVO

$186M

95 positions

#7Ruane, Cunniff & Goldfarb L.P.Active

Notable overlap · 4 shared positions

$SCHW $ACN $ICE $UNH

$6.0B

50 positions

#8DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$EPD $AMGN $NVO $UNH $OKE $WMB

$501M

138 positions

#9Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$COR $SCHW $ICE $WMB

$193M

50 positions

#10DLK Investment Management, LLCPassive

Notable overlap · 5 shared positions

$AMGN $ICE $SCHW $ITW $BDX

$253M

92 positions

#11Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMGN $SCHW $UPS

$101M

307 positions

#12Carmignac GestionActive

Notable overlap · 4 shared positions

$COR $ICE $ACN $NVO

$6.5B

112 positions

#13Oak Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMGN $FDX $ICE

$290M

108 positions

#14Round Hill Asset ManagementPassive

Notable overlap · 3 shared positions

$AMGN $NVO $ICE

$153M

62 positions

#15Tandem Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$RMD $ICE $G $BDX

$2.0B

83 positions

#16Warther Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$SCHW $NVO $FISV $UNH

$427M

40 positions

#17Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$AMGN $SCHW $ACN $SNA $ITW

$105M

62 positions

#18Kinsale Capital Group, Inc.Active

Notable overlap · 6 shared positions

$SCHW $AMGN $GWW $UNH $FDS $WMB

$624M

41 positions

#19R.H. Investment Group, LLCPassive

Notable overlap · 3 shared positions

$AMGN $EPD $UNH

$130M

45 positions

#20FLOSSBACH VON STORCH SEActive

Notable overlap · 3 shared positions

$SCHW $ICE $ACN

$21.4B

109 positions

#21Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$AMGN $UPS $ITW

$184M

32 positions

#22SMITH CHAS P & ASSOCIATES PA CPASActive

Some overlap · 5 shared positions

$AMGN $ACN $NVO $ITW $UNH

$1.8B

176 positions

#23Blume Capital Management, Inc.Passive

Some overlap · 4 shared positions

$SCHW $FDX $FISV $GSAT

$588M

337 positions

#24SECTOR GAMMA ASActive

Some overlap · 4 shared positions

$AMGN $CAH $UNH $BDX

$423M

42 positions

#25Seven Post Investment Office LPSmart money

Some overlap · 3 shared positions

$SCHW $EPD $WMB

$310M

36 positions

Compare Birch ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Birch ,’s holdings

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.