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Hedge Funds Similar to Carmel Partners

13F Portfolio OverlapQ2 2026Carmel Partners portfolio →
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Most similar hedge funds by 13F overlap

Carmel Capital Partners, LLC is an institutional investor managing $303M across 148 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Carmel Partners are BECK MACK & OLIVER, MACKAY SHIELDS, Aristotle, with shared positions in $LH, $SCHW, $QCOM, $APO, $HLT, $BN. The full ranking of 25 similar funds is below.

#1BECK MACK & OLIVER LLCActive
Some overlap · 6 shared positions
$LH$SCHW$QCOM$APO$HLT$BN
$5.1B
201 positions
#2MACKAY SHIELDS LLCActive
Some overlap · 6 shared positions
$ON$NEE$APO$FWONA$QXO$UBER
$3.0B
108 positions
#3Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$QCOM$LEN$RPM$COF$UBER
$47.7B
212 positions
#4Asset Management Advisors, LLCActive
Some overlap · 3 shared positions
$LEN$NEE$BN
$181M
17 positions
#5Unison Advisors LLCActive
Some overlap · 5 shared positions
$QCOM$ON$TRV$LEN$COF
$1.4B
173 positions
#6Telos Capital Management, Inc.Passive
Some overlap · 4 shared positions
$QCOM$CARR$TRV$NEE
$1.1B
201 positions
#7SFE Investment CounselPassive
Some overlap · 4 shared positions
$QCOM$NEE$LH$UBER
$742M
152 positions
#8CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 5 shared positions
$ON$BN$SCHW$MELI$UBER
$331M
90 positions
#9Resolute Capital Asset Partners LLCActive
Some overlap · 3 shared positions
$QCOM$APG$SCHW
$234M
48 positions
#10Adalta Capital Management LLCPassive
Some overlap · 4 shared positions
$QCOM$BN$MELI$BXMT
$228M
103 positions
#11Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$NEE$SCHW$HLT$MELI$COF
$134M
104 positions
#12CapitalatWork S.A.Active
Some overlap · 5 shared positions
$LH$SCHW$APO$MELI$UBER
$4.0B
93 positions
#13Palmer Knight CoPassive
Some overlap · 4 shared positions
$LEN$HOOD$TRV$COF
$260M
36 positions
#14Sather Financial Group IncActive
Some overlap · 3 shared positions
$QCOM$BN$DG
$1.7B
121 positions
#15Brave Warrior Advisors, LLCActive
Some overlap · 4 shared positions
$LEN$MRP$COF$HCA
$4.6B
40 positions
#16Ardmore Road Asset Management LPPassive
Some overlap · 4 shared positions
$QCOM$HOOD$FWONA$UBER
$1.7B
70 positions
#17MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$LEN$NEE$MRP$LH
$330M
108 positions
#18GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$QCOM$SCHW$TRV
$906M
153 positions
#19Ironwood Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$QCOM$SCHW$LH$DG
$762M
267 positions
#20BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$QCOM$LEN$SCHW
$2.5B
270 positions
#21Argosy-Lionbridge Management, LLCActive
Some overlap · 4 shared positions
$LEN$BN$STWD$BXMT
$159M
20 positions
#22KDT Advisors, LLCPassive
Some overlap · 4 shared positions
$LEN$QCOM$NEE$MRP
$72M
73 positions
#23Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$APG$SCHW$HLT$FWONA
$7.4B
49 positions
#24ACR Alpine Capital Research, LLCActive
Some overlap · 3 shared positions
$LEN$DG$APG
$7.0B
38 positions
#25Ravenswood Partners LPActive
Some overlap · 5 shared positions
$SCHW$HOOD$MELI$Z$BN
$313M
36 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.