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 SPRING ,

13F Portfolio OverlapQ1 2026SPRING , portfolio →

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Most similar hedge funds by 13F overlap

SPRING CAPITAL MANAGEMENT, LLC is an institutional investor managing $205M across 55 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 SPRING , are Eliot Finkel Investment Counsel,, Catherine Avery Investment, MONARCH, with shared positions in $ETN, $DE, $MCD, $APD, $NEE, $LHX. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$ETN $DE $MCD $APD

$184M

32 positions

#2Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$NEE $LHX $MCD $VZ $BAC $OKE

$223M

109 positions

#3MONARCH CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$MCD $KR $ADP $NEE $MDT $APD

$409M

127 positions

#4Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$MCD $ADP $KMB $VZ $APD

$199M

40 positions

#5CAMDEN NATIONAL BANKActive

Notable overlap · 6 shared positions

$LHX $NEE $DE $MCD $MDT $ADP

$739M

164 positions

#6CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$DE $MCD $KR $NEE $VZ $MDT

$971M

146 positions

#7Somerset Trust CoPassive

Notable overlap · 6 shared positions

$NEE $LHX $MCD $MDT $ADP $APD

$326M

174 positions

#8Two Point Capital Management, Inc.Active

Notable overlap · 3 shared positions

$ETN $APD $MDT

$229M

28 positions

#9Tandem Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$NEE $BRO $ADP $MCD

$2.0B

83 positions

#10Welch Group, LLCPassive

Notable overlap · 5 shared positions

$NEE $MCD $VZ $KMB $DE

$2.7B

310 positions

#11Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$DE $NEE $ADP $VZ $ETN $BAC

$215M

125 positions

#12Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$KR $MCD $ETN $BAC $OKE

$267M

33 positions

#13M. Kraus & CoActive

Notable overlap · 4 shared positions

$LHX $NEE $VZ $ETN

$343M

81 positions

#14Walsky Investment Management, Inc.Active

Notable overlap · 5 shared positions

$APD $MCD $ETN $ADP $NEE

$98M

50 positions

#15CORDA Investment Management, LLC.Active

Notable overlap · 4 shared positions

$DE $VZ $MCD $MDT

$1.4B

80 positions

#16PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$GWW $NEE $ADP $BRO

$196M

53 positions

#17Slocum, Gordon & Co LLPActive

Notable overlap · 3 shared positions

$NEE $MCD $VZ

$147M

64 positions

#18JGP Wealth Management, LLCActive

Notable overlap · 7 shared positions

$GWW $LHX $ADP $NEE $APD $TPL

$961M

223 positions

#19Signet Investment Advisory Group, Inc.Active

Notable overlap · 5 shared positions

$NEE $MCD $MDT $ETN $APD

$218M

69 positions

#20Suncoast Equity ManagementActive

Notable overlap · 4 shared positions

$GWW $ETN $ADP $TSCO

$833M

101 positions

#21FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$MCD $NEE $ETN $MDT $LHX $BAC

$5.0B

201 positions

#22Gouws Capital LLCActive

Notable overlap · 4 shared positions

$DE $NEE $MCD $ETN

$189M

58 positions

#23Clear Trail Advisors, LLCPassive

Notable overlap · 8 shared positions

$ETN $VZ $MDT $APD $MCD $NEE

$601M

149 positions

#24VANTAGE WEALTH

Notable overlap · 3 shared positions

$NEE $APD $MDT

$463M

30 positions

#25Haverford Financial Services, Inc.Active

Notable overlap · 4 shared positions

$ETN $NEE $MDT $APD

$336M

46 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.