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Hedge Funds Similar to Sentry

13F Portfolio OverlapQ1 2026Sentry portfolio →
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Most similar hedge funds by 13F overlap

Sentry LLC is an institutional investor managing $314M across 118 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 Sentry are WADDELL & ASSOCIATES,, DKRT Investments, Tribune Investment Group, with shared positions in $FDX, $GE, $GEV, $WFC, $MMM, $CTAS. The full ranking of 25 similar funds is below.

#1WADDELL & ASSOCIATES, LLCActive
Highly similar · 3 shared positions
$FDX$GE$GEV
$1.8B
451 positions
#2DKRT Investments Corp.Active
Notable overlap · 5 shared positions
$FDX$WFC$MMM$GE$GEV
$395M
48 positions
#3Tribune Investment Group LPActive
Notable overlap · 3 shared positions
$FDX$CTAS$GEV
$261M
30 positions
#4Silverleafe Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$FDX$GEV$MMM
$367M
99 positions
#5Birch Capital Management, LLCActive
Some overlap · 3 shared positions
$FDX$AMGN$GWW
$191M
78 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$FDX$AMGN$WFC
$1.4B
56 positions
#7PENINSULA ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$CTAS$ADP$IBM$LOW$GWW
$196M
53 positions
#8Wynn Capital, LLCPassive
Some overlap · 9 shared positions
$FDX$AMGN$IBM$GE$GEV$AXP
$195M
107 positions
#9HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$CTAS$ADP$AMGN
$407M
49 positions
#10Focused Investors LLCActive
Some overlap · 3 shared positions
$FDX$AXP$LOW
$3.1B
22 positions
#11FOUNDERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$FDX$AMGN$AXP$LOW$WFC
$608M
74 positions
#12VAN STRUM & TOWNE INC.Passive
Some overlap · 6 shared positions
$ADP$AMGN$IBM$GE$GEV$AXP
$343M
111 positions
#13Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$FDX$AMGN$AMAT
$147M
35 positions
#14Capital Wealth Planning, LLCActive
Some overlap · 5 shared positions
$FDX$AMGN$IBM$AXP$MDT
$18.1B
151 positions
#15Oak Asset Management, LLCActive
Some overlap · 5 shared positions
$FDX$AMGN$INTC$MDT$LOW
$290M
108 positions
#16Paragon Capital Management LLCActive
Some overlap · 3 shared positions
$FDX$IBM$INTC
$202M
57 positions
#17Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$AMGN$INTC$IBM$WFC$MDT$MMM
$308M
137 positions
#18Pavion Blue Capital, LLCPassive
Some overlap · 7 shared positions
$FDX$IBM$INTC$GE$GEV$AXP
$230M
108 positions
#19Fairfield Financial Advisors, LTDActive
Some overlap · 7 shared positions
$ADP$AMGN$IBM$GE$AXP$MMM
$290M
72 positions
#20PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 3 shared positions
$FDX$AMGN$INTC
$127.0B
320 positions
#21LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$ADP$AMGN$EFX$AXP$CB
$260M
101 positions
#22guardian investment managementActive
Some overlap · 7 shared positions
$AMGN$INTC$GE$GEV$AXP$AMAT
$127M
60 positions
#23Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$FDX$GE$GEV
$267M
33 positions
#24GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$CTAS$AMGN$IBM$MDT
$1.1B
389 positions
#25CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$CTAS$IBM$AXP$MDT
$4.3B
280 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.