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Hedge Funds Similar to New Republic

13F Portfolio OverlapQ2 2026New Republic portfolio →
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Most similar hedge funds by 13F overlap

New Republic Capital, LLC is an institutional investor managing $434M across 352 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 New Republic are Pinnacle Wealth Group, Oak Harvest Investment Services, Baugh & Associates, with shared positions in $MS, $DUK, $NEE, $KMI, $AMGN, $KLAC. The full ranking of 25 similar funds is below.

#1Pinnacle Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$MS$DUK$NEE
$218M
125 positions
#2Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$MS$KMI$DUK$AMGN$KLAC
$1.1B
166 positions
#3Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$MS$ASML$NEE
$221M
41 positions
#4LVM CAPITAL MANAGEMENT LTD/MIActive
Some overlap · 4 shared positions
$MS$IAU$AMGN$KR
$1.2B
158 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$MS$AMGN$NEE
$1.2B
100 positions
#6Alaethes Wealth, LLCPassive
Some overlap · 6 shared positions
$MS$IAU$KMI$KLAC$ASML$NEE
$345M
111 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$DUK$AMGN$EMR$KLAC
$292M
99 positions
#8LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 5 shared positions
$NSC$MS$DUK$AMGN$KLAC
$2.2B
341 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$DUK$AMGN$EMR
$360M
73 positions
#10OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$MS$NSC$KLAC$NEE
$501M
276 positions
#11Tradewinds, LLC.Passive
Some overlap · 3 shared positions
$MS$DUK$AMGN
$444M
215 positions
#12SkyOak Wealth, LLCPassive
Some overlap · 3 shared positions
$MS$EMR$NEE
$612M
252 positions
#13Telos Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MS$AMGN$ASML$NEE
$1.1B
201 positions
#14Somerset Trust CoPassive
Some overlap · 5 shared positions
$NSC$MS$AMGN$EMR$NEE
$354M
186 positions
#15Iowa State BankPassive
Some overlap · 4 shared positions
$MS$DUK$AMGN$EMR
$592M
116 positions
#16BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$MS$IAU$AMGN
$2.7B
804 positions
#17Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$MS$IAU$NEE
$113M
74 positions
#18Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$DUK$NEE
$10.2B
208 positions
#19SCHOLTZ & COMPANY, LLCPassive
Some overlap · 3 shared positions
$MS$ASML$NEE
$200M
48 positions
#20A4 Wealth Advisors LLCActive
Some overlap · 4 shared positions
$MS$IAU$DUK$AMGN
$153M
76 positions
#21Advanced Asset Management Advisors IncActive
Some overlap · 5 shared positions
$NSC$DUK$AMGN$EMR$KR
$387M
88 positions
#22Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$MS$IAU$NEE
$164M
74 positions
#23Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$NSC$MS$CP
$259M
124 positions
#24JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$IAU$MS$KMI$AMGN$NEE
$593M
122 positions
#25Foundations Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$IAU$ASML
$9.7B
1,202 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.