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 Caldwell Investment Ltd.

13F Portfolio OverlapQ1 2026Caldwell Investment Ltd. portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Caldwell Investment Management Ltd. is an institutional investor managing $255M across 57 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 Caldwell Investment Ltd. are truNorth Financial Services,, Adirondack Advisors,, Wolff Financial, with shared positions in $MS, $KKR, $LRCX, $MSI, $PFE, $C. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Substantial overlap · 3 shared positions

$MS $KKR $LRCX

$97M

49 positions

#2Adirondack Capital Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$MS $KKR $MSI

$156M

44 positions

#3Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$MS $KKR $PFE

$453M

103 positions

#4Coign Capital Advisors LLCActive

Notable overlap · 5 shared positions

$MS $C $MCK $BAC $TMO

$190M

80 positions

#5Gratus Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $MCK $PWR $BAC $HWM

$691M

138 positions

#6DAGCO, INC.Passive

Notable overlap · 3 shared positions

$MS $KKR $TMO

$461M

353 positions

#7Valley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$MS $PFE $MCK

$185M

63 positions

#8KOM Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$MS $KKR $PWR

$147M

89 positions

#9SFAM, LLCActive

Notable overlap · 3 shared positions

$MS $MCK $TMO

$108M

269 positions

#10YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $TJX

$248M

125 positions

#11SWEENEY & MICHEL, LLCActive

Notable overlap · 3 shared positions

$MS $KKR $BAC

$340M

145 positions

#12Objectivity Squared, LLCActive

Notable overlap · 3 shared positions

$MS $PWR $LRCX

$159M

55 positions

#13Prota Financial, LLCActive

Notable overlap · 6 shared positions

$MS $TMO $KLAC $TJX $MSI $LRCX

$138M

67 positions

#14FFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MS $CCJ $KKR

$552M

99 positions

#15Waratah Capital Advisors Ltd.Active

Notable overlap · 10 shared positions

$CVE $AEM $KGC $SII $RY $FIX

$2.6B

127 positions

#16Meridian Financial Partners LLCActive

Notable overlap · 3 shared positions

$MS $LHX $PWR

$263M

121 positions

#17Scott Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $KKR $BAC $TMO $C

$493M

58 positions

#18Regal Partners LtdActive

Notable overlap · 5 shared positions

$BAC $CCJ $KGC $AEM $SII

$1.8B

106 positions

#19Davidson Capital Management Inc.Active

Notable overlap · 8 shared positions

$MS $CBOE $AEM $FIX $MCK $TJX

$552M

93 positions

#20Capital Planning LLCActive

Notable overlap · 4 shared positions

$MS $TMO $PWR $CLS

$307M

82 positions

#21FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$KKR $MS $TJX $BAC

$233M

350 positions

#22ProVise Management Group, LLCPassive

Notable overlap · 3 shared positions

$MS $C $MCK

$1.4B

261 positions

#23Teewinot Capital Advisers, L.L.C.Active

Notable overlap · 3 shared positions

$MS $BAC $C

$1.3B

33 positions

#24Delta Global Management LPPassive

Notable overlap · 5 shared positions

$ICE $C $BAC $MIAX $KKR

$1.2B

154 positions

#25Atlas Wealth LLCPassive

Notable overlap · 4 shared positions

$BAC $MS $TMO $LRCX

$334M

115 positions

Compare Caldwell Investment Ltd.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Caldwell Investment Ltd.’s holdings

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.