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 Bey-Douglas

13F Portfolio OverlapQ1 2026Bey-Douglas portfolio →

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Most similar hedge funds by 13F overlap

Bey-Douglas LLC is an institutional investor managing $115M across 56 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 Bey-Douglas are Suncoast Equity, PENINSULA ASSET, Advocacy Wealth, with shared positions in $MCK, $SYK, $GWW, $ETN, $SPGI, $APH. The full ranking of 25 similar funds is below.

#1Suncoast Equity ManagementActive

Notable overlap · 9 shared positions

$MCK $SYK $GWW $ETN $SPGI $APH

$798M

63 positions

#2PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$GWW $SYK $ADP $SPGI $SO $PEP

$209M

54 positions

#3Advocacy Wealth Management, LLCActive

Notable overlap · 7 shared positions

$SYK $ETN $SPGI $INTU $APH $NOW

$2.8B

151 positions

#4Dundas Partners LLPActive

Notable overlap · 7 shared positions

$SYK $GWW $ADP $BKNG $APH $INTU

$1.4B

31 positions

#5NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $ETN $ADP $INTU $CRM

$341M

91 positions

#6Running Oak Capital LLCPassive

Notable overlap · 6 shared positions

$GWW $ETN $SYK $ADP $NOW $TSCO

$587M

59 positions

#7ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 7 shared positions

$ETN $BKNG $SPGI $SYK $APH $INTU

$1.2B

215 positions

#8BARLOW WEALTH PARTNERS, INC.Active

Notable overlap · 7 shared positions

$GWW $MCK $INTU $UBER $CRM $ADBE

$970M

152 positions

#9Evelyn Partners Asset Management Ltd

Notable overlap · 5 shared positions

$SYK $INTU $ADP $BKNG $ACN

$406M

308 positions

#10SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$GWW $ETN $ADP $PEP $MDT $TSCO

$208M

56 positions

#11Bath Savings Trust CoActive

Notable overlap · 5 shared positions

$SYK $ADP $INTU $APH $PEP

$966M

178 positions

#12COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$SYK $ADP $SPGI $APH $NOW $ACN

$1.7B

91 positions

#13WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 6 shared positions

$SYK $ADP $APH $INTU $GWW $PEP

$958M

151 positions

#14PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 6 shared positions

$SYK $SPGI $BKNG $APH $PEP $ADBE

$837M

90 positions

#15LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 4 shared positions

$SYK $INTU $ADP $NOW

$10.8B

564 positions

#16Peak Asset Management, LLCPassive

Notable overlap · 7 shared positions

$SYK $SPGI $BKNG $APH $CRM $UBER

$680M

181 positions

#17Act Two Investors LLCActive

Notable overlap · 6 shared positions

$SYK $ADP $MCK $INTU $ACN $BKNG

$495M

37 positions

#18TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 5 shared positions

$MCK $SYK $ETN $INTU $TSCO

$217M

114 positions

#19Evelyn Partners Investment Management Services Ltd

Notable overlap · 6 shared positions

$SYK $BKNG $ADP $INTU $SPGI $APH

$850M

281 positions

#20MCDANIEL TERRY & COActive

Notable overlap · 8 shared positions

$ADP $ETN $SYK $APH $INTU $ACN

$1.3B

81 positions

#21Watchman Group, Inc.Active

Notable overlap · 6 shared positions

$SYK $APH $INTU $NOW $UBER $ACN

$434M

72 positions

#22Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$MCK $ETN $SPGI $SYK $PEP $ACN

$339M

49 positions

#23Titan Investment Solutions LtdActive

Notable overlap · 7 shared positions

$MCK $BKNG $SPGI $SYK $UBER $NOW

$894M

60 positions

#24Mendel Capital Management LLCActive

Notable overlap · 5 shared positions

$GWW $SYK $ADP $SPGI $AMGN

$222M

99 positions

#25Carmignac GestionActive

Notable overlap · 4 shared positions

$MCK $SPGI $APH $NOW

$7.7B

100 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.