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 Talbot Financial,

13F Portfolio OverlapQ1 2026Talbot Financial, portfolio →

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Most similar hedge funds by 13F overlap

Talbot Financial, LLC is an institutional investor managing $1.4B across 71 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 Talbot Financial, are McGuire Investment Group,, DB Fitzpatrick & ,, Cohen ,, with shared positions in $AMAT, $SYK, $SCHW, $TMO, $HON, $ROK. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive

Notable overlap · 7 shared positions

$AMAT $SYK $SCHW $TMO $HON $ROK

$885M

121 positions

#2DB Fitzpatrick & Co, IncActive

Notable overlap · 8 shared positions

$SYK $CB $CRM $INTU $AMGN $SNPS

$117M

106 positions

#3Cohen Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$AMAT $SCHW $SYK $TMO $CRM $SNPS

$644M

154 positions

#4Gs Investments, Inc.Passive

Notable overlap · 7 shared positions

$SCHW $AMGN $SYK $HON $CRM $TMO

$175M

134 positions

#5Dundas Partners LLPActive

Notable overlap · 5 shared positions

$AMAT $INTU $SYK $CRM $TMO

$1.3B

49 positions

#6Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 5 shared positions

$AMAT $SCHW $AMGN $MDT $T

$101M

307 positions

#7DARA CAPITAL US, INC.Passive

Notable overlap · 8 shared positions

$AMAT $GEV $NOW $PANW $TMO $INTU

$105M

119 positions

#8Maytus Capital Management, LLCPassive

Notable overlap · 5 shared positions

$AMAT $CRM $INTU $SNPS $T

$562M

62 positions

#9Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$SCHW $HON $INTU $MDT $AMAT $T

$695M

159 positions

#10BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$AMGN $CB $MDT $HON $TRV $PM

$480M

133 positions

#11Vivaldi Capital Management LPPassive

Notable overlap · 4 shared positions

$AMAT $SCHW $AMGN $MDT

$723M

290 positions

#12Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$CB $HON $GEV $MDT $T $AMGN

$685M

380 positions

#13Red Spruce Capital, LLCPassive

Notable overlap · 5 shared positions

$AMAT $SCHW $EMR $NOC $MDT

$244M

94 positions

#14AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$AMAT $AMGN $TMO $PANW $NOW

$1.4B

114 positions

#15Processus Wealth & Capital Management, LLCActive

Notable overlap · 5 shared positions

$AMAT $AMGN $EMR $TMO $CRM

$147M

35 positions

#16OSTRUM ASSET MANAGEMENTActive

Notable overlap · 4 shared positions

$AMAT $SCHW $HON $SNPS

$1.8B

562 positions

#17EVEXIA WEALTH LLCActive

Notable overlap · 5 shared positions

$GEV $CB $NOC $INTU $SYK

$364M

84 positions

#18GRANDFIELD & DODD, LLCPassive

Notable overlap · 4 shared positions

$AMAT $CB $SYK $SNPS

$1.8B

209 positions

#19Guinness Atkinson Asset Management IncPassive

Notable overlap · 5 shared positions

$AMAT $INTU $CRM $MDT $TMO

$200M

123 positions

#20LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$AMGN $INTU $SYK $CB $NOC $PM

$260M

101 positions

#21CAPITAL ADVISORS INC/OKPassive

Notable overlap · 7 shared positions

$AMAT $GEV $HON $SYK $PANW $MDT

$6.2B

357 positions

#22Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$CB $AMGN $INTU $CRM $TMO $NOW

$210M

79 positions

#23Pine Haven Investment Counsel, IncPassive

Notable overlap · 6 shared positions

$SCHW $AMGN $AMAT $EMR $NOW $SYK

$136M

114 positions

#24TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 4 shared positions

$AMAT $GEV $SCHW $SYK

$200M

110 positions

#25Family Legacy, Inc.Passive

Notable overlap · 5 shared positions

$AMAT $GEV $AMGN $NOC $SCHW

$333M

124 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.