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 SUTTON PLACE INVESTORS

13F Portfolio OverlapQ1 2026SUTTON PLACE INVESTORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SUTTON PLACE INVESTORS LLC is an institutional investor managing $183M across 136 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 SUTTON PLACE INVESTORS are Sandbox Financial Partners,, FIDUCIARY FINANCIAL GROUP,, DOPKINS WEALTH ,, with shared positions in $LEN, $HUM, $MDLZ, $NEE, $GEV, $GE. The full ranking of 25 similar funds is below.

#1Sandbox Financial Partners, LLCActive

Some overlap · 6 shared positions

$LEN $HUM $MDLZ $NEE $GEV $GE

$356M

117 positions

#2FIDUCIARY FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$NKE $NEE $HUM $SCHW $MU

$754M

345 positions

#3DOPKINS WEALTH MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$NKE $NEE $SCHW $GE $HUM $GEV

$249M

92 positions

#4Modera Wealth Management, LLCActive

Some overlap · 5 shared positions

$NKE $HUM $NEE $SE $SCHW

$8.3B

635 positions

#5Verum Partners LLCActive

Some overlap · 6 shared positions

$NKE $HUM $SE $BAC $MDLZ $GE

$527M

176 positions

#6Disciplined Investments, LLCPassive

Some overlap · 5 shared positions

$NKE $NEE $SCHW $SE $LEN

$279M

141 positions

#7Unify Financial AdvisorsPassive

Some overlap · 5 shared positions

$NEE $HUM $SE $SCHW $MU

$96M

89 positions

#8Dentgroup LLC

Some overlap · 4 shared positions

$LEN $HUM $MDLZ $SE

$146M

93 positions

#9Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$LEN $HUM $MDLZ $SE

$115M

115 positions

#10Visionary Wealth AdvisorsPassive

Some overlap · 4 shared positions

$LEN $HUM $NKE $NEE

$2.3B

638 positions

#11MB Generational Wealth, LLCActive

Some overlap · 4 shared positions

$NEE $NKE $MDLZ $SE

$181M

66 positions

#12Clarendon Private LLCPassive

Some overlap · 5 shared positions

$LEN $NEE $SE $TJX $BAC

$130M

119 positions

#13Lauterbach Financial Advisors, LLCActive

Some overlap · 5 shared positions

$NKE $HUM $NEE $GE $GEV

$205M

79 positions

#14Belleair Asset Management, LLCPassive

Some overlap · 5 shared positions

$NKE $NEE $SE $BAC $PM

$110M

77 positions

#15Donalies Financial Planning, LLCActive

Some overlap · 4 shared positions

$NKE $NEE $HUM $SCHW

$117M

74 positions

#16City State BankPassive

Some overlap · 4 shared positions

$NKE $NEE $HUM $MU

$385M

784 positions

#17Ravenswood Partners LPPassive

Some overlap · 5 shared positions

$NKE $SCHW $SE $TJX $MU

$271M

35 positions

#18CFS Investment Advisory Services, LLCPassive

Some overlap · 4 shared positions

$NKE $LEN $SE $MDLZ

$1.5B

353 positions

#19Wealth Architects, LLCPassive

Some overlap · 4 shared positions

$NKE $HUM $NEE $SE

$1.1B

244 positions

#20Fonville Wealth Management LLCPassive

Some overlap · 4 shared positions

$NKE $HUM $SCHW $SE

$525M

138 positions

#21BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$NKE $NEE $SCHW $TJX

$506M

75 positions

#22Parkwoods Wealth Partners, LLCActive

Some overlap · 5 shared positions

$NKE $NEE $SCHW $GE $GEV

$408M

111 positions

#23Glen Eagle Advisors, LLCPassive

Some overlap · 4 shared positions

$LEN $NEE $TJX $HUM

$714M

1,021 positions

#24Horst & Graben Wealth Management LLCPassive

Some overlap · 5 shared positions

$LEN $MDLZ $SE $NKE $HUM

$729M

195 positions

#25Andrews Advisory Associates, LLCActive

Some overlap · 4 shared positions

$NEE $HUM $NKE $SCHW

$190M

82 positions

Compare SUTTON PLACE INVESTORS’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 SUTTON PLACE INVESTORS’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.