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Hedge Funds Similar to Regency \DE

13F Portfolio OverlapQ1 2026Regency \DE portfolio →
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Most similar hedge funds by 13F overlap

Regency Capital Management Inc.\DE is an institutional investor managing $224M across 60 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 Regency \DE are FENIMORE ASSET, Upper Left Wealth ,, DUDLEY & SHANLEY,, with shared positions in $APH, $MKL, $FAST, $AME, $IAU, $SE. The full ranking of 25 similar funds is below.

#1FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$APH$MKL$FAST$AME
$4.5B
92 positions
#2Upper Left Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$MKL$SE
$169M
68 positions
#3DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$APH$AME$BMI$FAST
$611M
37 positions
#4HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$MKL$APH$CB
$2.5B
262 positions
#5ROFFMAN MILLER ASSOCIATES INC /PA/Active
Notable overlap · 4 shared positions
$APH$CB$ASML$AME
$1.7B
86 positions
#6EQUITABLE TRUST COPassive
Notable overlap · 4 shared positions
$IAU$ASML$SE$FAST
$2.2B
463 positions
#7Wealth Quarterback LLCPassive
Notable overlap · 4 shared positions
$IAU$ASML$CB$SHW
$254M
163 positions
#8MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Notable overlap · 3 shared positions
$APH$AME$FAST
$584M
141 positions
#9Impact Investors, IncPassive
Notable overlap · 3 shared positions
$IAU$ASML$APH
$144M
106 positions
#10Watershed Asset Management, L.L.C.Passive
Notable overlap · 3 shared positions
$MKL$PSLV$ADBE
$96M
118 positions
#11WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$MKL$PSLV$SE
$1000M
94 positions
#12DAVIS R M INCActive
Notable overlap · 5 shared positions
$APH$PANW$CB$ASML$AME
$5.6B
273 positions
#13Troy Asset Management LtdSmart money
Notable overlap · 3 shared positions
$CB$HUBB$ADBE
$3.4B
30 positions
#14Port Capital LLCActive
Notable overlap · 3 shared positions
$APH$AME$SHW
$2.2B
82 positions
#15ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 5 shared positions
$APH$ASML$PANW$SHW$BMI
$1.3B
100 positions
#16TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$MKL$GSAT
$871M
173 positions
#17SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$IAU$GSAT$CB
$199M
97 positions
#18Oxbow Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$LNG$NTR
$1.2B
245 positions
#19Rachor Investment Advisory Services, LLCActive
Notable overlap · 3 shared positions
$IAU$PANW$ASML
$190M
464 positions
#20REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$IAU$APH$LNG$SHW
$697M
218 positions
#21Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$IAU$MKL$SE
$931M
518 positions
#22Grange Capital, LLCActive
Notable overlap · 3 shared positions
$MKL$PANW$GSAT
$100M
46 positions
#23Financial Alternatives, IncActive
Notable overlap · 4 shared positions
$IAU$MKL$APH$ADBE
$185M
79 positions
#24Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$MKL$TYL
$289M
98 positions
#25Mraz, Amerine & Associates, Inc.Active
Notable overlap · 3 shared positions
$MKL$WTM$NVR
$678M
190 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.