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Hedge Funds Similar to REGATTA GROUP

13F Portfolio OverlapQ3 2026REGATTA GROUP portfolio →
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Most similar hedge funds by 13F overlap

REGATTA CAPITAL GROUP, LLC is an institutional investor managing $791M across 233 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 REGATTA GROUP are Stablepoint Partners, HS Partners, Oregon Pacific Wealth, with shared positions in $AMGN, $IAU, $COF, $UL, $MCD, $T. The full ranking of 25 similar funds is below.

#1Stablepoint Partners, LLCPassive
Some overlap · 8 shared positions
$AMGN$IAU$COF$UL$MCD$T
$723M
260 positions
#2HS Management Partners, LLCActive
Some overlap · 5 shared positions
$DIS$BKNG$WSM$ABNB$MCD
$291M
24 positions
#3Oregon Pacific Wealth Management, LLCActive
Some overlap · 5 shared positions
$DIS$BKNG$COR$ABNB$MDT
$108M
114 positions
#4Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$DIS$WSM$AMGN$COF$MCD
$320M
72 positions
#5Evelyn Partners Asset Management Ltd
Some overlap · 5 shared positions
$DIS$BKNG$IAU$UL$MCD
$406M
308 positions
#6Independence Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$BKNG$COR$DIS$UL$MDT
$199M
85 positions
#7Round Hill Asset ManagementActive
Some overlap · 5 shared positions
$DIS$AMGN$WSM$T$MDT
$159M
62 positions
#8Vision Capital Management, Inc.Active
Some overlap · 5 shared positions
$DIS$AMGN$IAU$WSM$COF
$882M
151 positions
#9Generation Capital Management LLCPassive
Some overlap · 5 shared positions
$SPCX$PSA$IAU$MCD$COF
$163M
83 positions
#10Partnership Wealth Management, LLCActive
Some overlap · 5 shared positions
$DIS$COR$MCD$MDT$T
$140M
67 positions
#11Stamos Capital Partners, L.P.Passive
Some overlap · 5 shared positions
$DIS$SHEL$T$VZ$MDT
$653M
140 positions
#12Connective Portfolio Management, LLCPassive
Some overlap · 4 shared positions
$MRVL$SPCX$SHEL$IAU
$67M
39 positions
#13apricus wealth, LLCPassive
Some overlap · 5 shared positions
$AMGN$SHEL$ABNB$UL$MDT
$222M
128 positions
#14SPWM Advisors LLCActive
Some overlap · 5 shared positions
$BKNG$UL$DIS$ABNB$MDT
$108M
90 positions
#15VISION FINANCIAL MARKETS LLCPassive
Some overlap · 5 shared positions
$WSM$DIS$MCD$VZ$T
$131M
387 positions
#16One Wealth Map LLCActive
Some overlap · 4 shared positions
$BKNG$DIS$COR$ABNB
$220M
106 positions
#17AlpenGlobal Capital LLCActive
Some overlap · 4 shared positions
$DIS$BKNG$WSM$MCD
$156M
35 positions
#18NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$AMGN$SHEL$UL$T$VZ
$863M
131 positions
#19Coston, McIsaac & PartnersPassive
Some overlap · 5 shared positions
$WSM$UL$MCD$VZ$MDT
$497M
948 positions
#20Persium Advisors, LLCSmart money
Some overlap · 5 shared positions
$BKNG$MCD$T$VZ$MDT
$191M
70 positions
#21Drexel Morgan & Co.Active
Some overlap · 7 shared positions
$DIS$T$VZ$MCD$SHEL$MDT
$719M
60 positions
#22BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$COR$AMGN$MCD$VZ$MDT
$504M
136 positions
#23TriCert Investment Counsel Inc.Passive
Some overlap · 5 shared positions
$AMGN$SHEL$UL$VZ$MDT
$1.1B
88 positions
#24Infusive Asset Management Inc.Active
Some overlap · 4 shared positions
$DIS$BKNG$MCD$VZ
$220M
30 positions
#25Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$DIS$WSM$ABNB$MCD
$134M
103 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.