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 Passumpsic Savings Bank

13F Portfolio OverlapQ4 2025Passumpsic Savings Bank portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Passumpsic Savings Bank is an institutional investor managing $183M across 90 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Passumpsic Savings Bank are Davidson, Benchmark Investment Advisors, Sandhill Partners, with shared positions in $USB, $GEV, $CBOE, $TJX, $IBKR, $EME. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active

Notable overlap · 8 shared positions

$USB $GEV $CBOE $TJX $IBKR $EME

$552M

93 positions

#2Benchmark Investment Advisors LLCPassive

Notable overlap · 11 shared positions

$BKNG $LRCX $ANET $MU $UBER $APH

$172M

76 positions

#3Sandhill Capital Partners LLCActive

Notable overlap · 6 shared positions

$GE $ANET $APH $BKNG $UBER $USB

$1.2B

95 positions

#4NWK Group, Inc.Active

Notable overlap · 7 shared positions

$GE $ANET $GEV $LRCX $__PARK_1390777 $HWM

$261M

66 positions

#5First Washington CORPActive

Notable overlap · 7 shared positions

$USB $GEV $ANET $UBER $BRZE $MU

$353M

50 positions

#6WD RUTHERFORD LLCPassive

Notable overlap · 7 shared positions

$ANET $GE $CMI $TJX $GEV $LRCX

$225M

71 positions

#7GDS Wealth ManagementActive

Notable overlap · 6 shared positions

$USB $LRCX $TJX $GEV $MU $APH

$1.7B

200 positions

#8Telligent Fund, LPActive

Notable overlap · 6 shared positions

$ANET $APH $GE $GEV $MU $HWM

$94M

24 positions

#9AXIOM INVESTORS LLC /DEActive

Notable overlap · 6 shared positions

$GE $APH $GEV $TJX $HWM $MU

$9.0B

121 positions

#10Alcosta Capital Management, Inc.Active

Notable overlap · 5 shared positions

$GE $ANET $APH $TJX $HWM

$131M

23 positions

#11DSM CAPITAL PARTNERS LLCActive

Notable overlap · 7 shared positions

$ANET $GEV $GE $UBER $BKNG $HWM

$5.7B

44 positions

#12Left Brain Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$GE $ANET $UBER $COR $IBKR $APH

$255M

79 positions

#13Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$ANET $BKNG $PH $TJX $DIS $CBOE

$2.0B

162 positions

#14Axecap Investments, LLCPassive

Notable overlap · 8 shared positions

$TJX $LRCX $__PARK_1390777 $COR $HIG $ANET

$145M

69 positions

#15Winslow Capital Management, LLCActive

Notable overlap · 8 shared positions

$GE $GEV $BKNG $HWM $PH $ANET

$25.6B

60 positions

#16JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 7 shared positions

$ANET $TJX $LRCX $GEV $MU $HWM

$477M

129 positions

#17Strategic Financial Services, Inc.Smart money

Notable overlap · 7 shared positions

$USB $LRCX $GE $GEV $TJX $BRZE

$2.1B

152 positions

#18WS MANAGEMENT LLLPActive

Notable overlap · 3 shared positions

$USB $TJX $MU

$1.1B

56 positions

#19FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 3 shared positions

$USB $PH $HIG

$354M

66 positions

#20RETIREMENT GUYS FORMULA LLCPassive

Notable overlap · 8 shared positions

$BRZE $GEV $TJX $COR $CMI $CBOE

$217M

154 positions

#21MARIETTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 7 shared positions

$ANET $GEV $HWM $APH $PH $__PARK_1390777

$499M

161 positions

#22Essex LLCActive

Notable overlap · 4 shared positions

$USB $GE $GEV $BRZE

$566M

175 positions

#23THAMES CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$GE $APH $GEV $MU $UBER

$558M

43 positions

#24TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 4 shared positions

$GE $GEV $BSX $UBER

$200M

110 positions

#25RHODES INVESTMENT ADVISORS INC /ADVPassive

Notable overlap · 4 shared positions

$USB $GE $GEV $UBER

$116M

116 positions

Compare Passumpsic Savings Bank’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Passumpsic Savings Bank’s holdings

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.