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 Agate Pass Investment

13F Portfolio OverlapQ3 2026Agate Pass Investment portfolio →

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Most similar hedge funds by 13F overlap

Agate Pass Investment Management, LLC is an institutional investor managing $285M across 111 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Agate Pass Investment are Walsky Investment, BRADY FAMILY WEALTH, Minot DeBlois Advisors, with shared positions in $TXN, $ABT, $BNY, $LOW, $PEP, $APD. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$TXN $ABT $BNY $LOW $PEP $APD

$108M

52 positions

#2BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$TXN $ABT $LOW $PEP $ADP $APD

$346M

113 positions

#3Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$ABT $PEP $DHR $TRV $ADP $NVS

$116M

240 positions

#4First Pacific FinancialPassive

Notable overlap · 8 shared positions

$PEP $BNY $PLD $WELL $TRV $ROK

$978M

538 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$TXN $PEP $LOW $BNY $ADP $SBUX

$1.2B

100 positions

#6DILLON & ASSOCIATES INCActive

Notable overlap · 7 shared positions

$ABT $LOW $DHR $ADP $APD $SBUX

$849M

79 positions

#7UNITED BANKActive

Notable overlap · 6 shared positions

$TXN $HUBB $ABT $PEP $APD $AFL

$853M

130 positions

#8Monte Financial Group, LLCPassive

Some overlap · 6 shared positions

$ABT $TXN $ADP $APD $NVS $SBUX

$312M

102 positions

#9WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 6 shared positions

$TXN $PEP $CPAY $ADP $NVS $NTRS

$742M

119 positions

#10MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 7 shared positions

$LOW $ABT $TRV $ADP $PEP $NVS

$273M

250 positions

#11Socorro Asset Management LPActive

Some overlap · 5 shared positions

$TXN $HUBB $PLD $DHR $APD

$223M

33 positions

#12ANB BANKPassive

Some overlap · 6 shared positions

$ABT $PEP $TXN $DHR $ADP $SBUX

$282M

123 positions

#13Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 6 shared positions

$ABT $PEP $DHR $ADP $APD $SBUX

$583M

82 positions

#14Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$TXN $PEP $TRV $ADP $APD $AFL

$265M

100 positions

#15Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$TXN $LOW $PEP $ADP $APD $AFL

$215M

84 positions

#16Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$TXN $ABT $PEP $ADP $TRV

$1.1B

204 positions

#17Sky Investment Group LLCPassive

Some overlap · 5 shared positions

$TXN $PEP $ABT $DHR $ADP

$637M

146 positions

#18Tudor Financial Inc.Passive

Some overlap · 5 shared positions

$ABT $LOW $TRV $APD $PEP

$222M

152 positions

#19DDD Partners, LLCActive

Some overlap · 5 shared positions

$TXN $HUBB $PLD $DHR $PEP

$1.6B

165 positions

#20AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$PEP $BNY $LOW $TRV $ABT $AFL

$745M

184 positions

#21Willis Investment CounselActive

Some overlap · 5 shared positions

$TXN $PEP $ABT $ADP $AFL

$2.0B

128 positions

#22Financial & Tax Architects, LLCPassive

Some overlap · 4 shared positions

$ABT $PEP $LOW $ADP

$486M

109 positions

#23Borer Denton & Associates, Inc.Passive

Some overlap · 5 shared positions

$ABT $PEP $BNY $APD $ADP

$305M

74 positions

#24Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$TXN $PEP $ENB $ABT $ADP

$455M

118 positions

#25PYA Waltman Capital, LLCActive

Some overlap · 6 shared positions

$TXN $DHR $PEP $ADP $TRV $APD

$421M

67 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.