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 OverlapQ1 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 $271M across 109 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 Agate Pass Investment , are MB, LEVIS & ASSOCIATES,, OSBORNE PARTNERS ,, DAVIS SELECTED ADVISERS, with shared positions in $MKL, $ABT, $LOW, $TRV, $PLD, $IBM. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 7 shared positions

$MKL $ABT $LOW $TRV $PLD $IBM

$240M

234 positions

#2OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$MKL $RELX $DHR $APD $COP

$1.9B

197 positions

#3DAVIS SELECTED ADVISERSActive

Some overlap · 5 shared positions

$MKL $COP $AMAT $TXN $USB

$21.8B

112 positions

#4Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$MKL $COP $ABT $DHR $TRV

$110M

226 positions

#5Exeter Financial, LLCPassive

Some overlap · 7 shared positions

$RELX $COP $TXN $USB $APD $IBM

$245M

98 positions

#6CAMBIENT FAMILY OFFICE, LLCPassive

Some overlap · 5 shared positions

$MKL $ABT $AMAT $COP $APD

$716M

261 positions

#7FIDUCIARY ADVISORS, INC.Active

Some overlap · 4 shared positions

$MKL $COP $DHR $USB

$133M

121 positions

#8WestEnd Advisors, LLCActive

Some overlap · 5 shared positions

$MKL $COP $TXN $USB $WELL

$4.1B

391 positions

#9SFE Investment CounselPassive

Some overlap · 6 shared positions

$ABT $LOW $AMAT $DHR $USB $IBM

$635M

143 positions

#10Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$ABT $LOW $__PARK_1390777 $TXN $APD

$98M

50 positions

#11Baker Chad RActive

Some overlap · 5 shared positions

$ABT $LOW $AMAT $DHR $IBM

$530M

56 positions

#12HALL LAURIE J TRUSTEEPassive

Some overlap · 5 shared positions

$ABT $RELX $AMAT $DHR $IBM

$283M

104 positions

#13Firestone Capital ManagementPassive

Some overlap · 4 shared positions

$MKL $COP $DHR $USB

$480M

160 positions

#14Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 5 shared positions

$MKL $COP $DHR $AMAT $__PARK_1390777

$578M

118 positions

#15Hegarty Advisors, LLCActive

Some overlap · 4 shared positions

$MKL $COP $RELX $USB

$127M

57 positions

#16ANCHOR CAPITAL ADVISORS LLCPassive

Some overlap · 5 shared positions

$MKL $HUBB $CPAY $WRB $APD

$3.5B

251 positions

#17Lincoln Capital LLCActive

Some overlap · 4 shared positions

$MKL $__PARK_1390777 $DHR $TRV

$528M

135 positions

#18BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$ABT $LOW $COP $USB $IBM

$199M

110 positions

#19Luminvest Wealth Management LLCSmart money

Some overlap · 4 shared positions

$MKL $COP $USB $DHR

$382M

55 positions

#20ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$ABT $COP $AMAT $LOW $IBM

$228M

90 positions

#21Loudon Investment Management, LLCPassive

Some overlap · 6 shared positions

$ABT $LOW $ENB $PLD $COP $USB

$186M

95 positions

#22FIRST AMERICAN TRUST, FSBPassive

Some overlap · 5 shared positions

$MKL $COP $ABT $__PARK_1390777 $USB

$1.5B

290 positions

#23William B. Walkup & Associates, Inc.Active

Some overlap · 6 shared positions

$COP $LOW $ABT $__PARK_1390777 $TRV $IBM

$167M

163 positions

#24CONTINENTAL INVESTORS SERVICES, INC.Active

Some overlap · 4 shared positions

$MKL $COP $AMAT $DHR

$106M

81 positions

#25TRUSTCO BANK CORP N YPassive

Some overlap · 5 shared positions

$ABT $LOW $AMAT $TXN $IBM

$113M

71 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.