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Hedge Funds Similar to FOSTER DYKEMA CABOT & PARTNERS,

13F Portfolio OverlapQ1 2026FOSTER DYKEMA CABOT & PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

FOSTER DYKEMA CABOT & PARTNERS, LLC is an institutional investor managing $1.6B across 323 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 FOSTER DYKEMA CABOT & PARTNERS, are Reliant Investment ,, Landing Point Financial Group,, ALTA /, with shared positions in $APH, $PWR, $AXP, $ETN, $TMO, $RELX. The full ranking of 25 similar funds is below.

#1Reliant Investment Management, LLCPassive
Notable overlap · 5 shared positions
$APH$PWR$AXP$ETN$TMO
$207M
53 positions
#2Landing Point Financial Group, LLCActive
Notable overlap · 3 shared positions
$RELX$NOC$ETN
$206M
93 positions
#3ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 5 shared positions
$APH$ETN$WM$TMO$CTAS
$1.3B
100 positions
#4CHILTON INVESTMENT CO INC.Active
Notable overlap · 7 shared positions
$APH$AXP$CTAS$ETN$WM$TMO
$4.3B
280 positions
#5CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$APH$PWR$CTAS$TMO
$405M
73 positions
#6South Street Advisors LLCActive
Notable overlap · 3 shared positions
$APH$PWR$ETN
$690M
83 positions
#7MAINSAIL ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$RELX$CTAS$ETN
$223M
112 positions
#8MCDANIEL TERRY & COActive
Notable overlap · 4 shared positions
$APH$CTAS$ETN$TMO
$1.2B
81 positions
#9Capital Advantage, Inc.Active
Notable overlap · 3 shared positions
$RELX$NOC$ETN
$765M
145 positions
#10Iron Gate Global Advisors LLCActive
Notable overlap · 3 shared positions
$RELX$AXP$ETN
$947M
105 positions
#11J. Stern & Co. LLPActive
Notable overlap · 5 shared positions
$APH$ETN$TMO$MCD$NOC
$1.0B
49 positions
#12Dundas Partners LLPActive
Notable overlap · 3 shared positions
$APH$AXP$TMO
$1.3B
49 positions
#13Bay Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$RELX$TMO$MKL$MS
$162M
107 positions
#14HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$APH$WM$CTAS$ETN
$407M
49 positions
#15Perennial Advisors, LLCPassive
Some overlap · 4 shared positions
$APH$AXP$TMO$MCD
$587M
122 positions
#16PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$RELX$AXP$ETN
$226M
70 positions
#17Rithm Capital Corp.Active
Some overlap · 3 shared positions
$PWR$ETN$WM
$67M
38 positions
#18Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$PWR$WM$ETN$MCD$MS
$1.4B
170 positions
#19JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$APH$NOC$AXP
$696M
70 positions
#20SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$ETN$WM$APH$CTAS
$111M
52 positions
#21INVESCO, LLCPassive
Some overlap · 5 shared positions
$APH$NOC$TMO$AXP$MCD
$286M
132 positions
#22Port Capital LLCActive
Some overlap · 3 shared positions
$APH$ETN$AXP
$2.2B
82 positions
#23MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 7 shared positions
$WM$VRTX$ETN$TMO$NOC$MCD
$1.8B
250 positions
#24Bristol Gate Capital Partners Inc.Active
Some overlap · 3 shared positions
$APH$CTAS$TMO
$1.6B
31 positions
#25AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$APH$ETN$TMO
$1.4B
114 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.