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Hedge Funds Similar to NCP

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

NCP Inc. is an institutional investor managing $60M across 76 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 NCP are WD RUTHERFORD, Bouvel Investment Partners,, ITHAKA GROUP, with shared positions in $CRWD, $PANW, $ISRG, $GEV, $GE, $HON. The full ranking of 25 similar funds is below.

#1WD RUTHERFORD LLCPassive
Notable overlap · 6 shared positions
$CRWD$PANW$ISRG$GEV$GE$HON
$225M
71 positions
#2Bouvel Investment Partners, LLCPassive
Notable overlap · 8 shared positions
$BA$PANW$ISRG$PLTR$GE$CRWD
$345M
78 positions
#3ITHAKA GROUP LLCActive
Notable overlap · 6 shared positions
$CRWD$PANW$PLTR$ISRG$JCI$GEV
$482M
38 positions
#4HERBST GROUP, LLCPassive
Notable overlap · 6 shared positions
$CRWD$PANW$GEV$GE$BA$HON
$162M
59 positions
#5Robocap Asset Management LtdActive
Notable overlap · 4 shared positions
$CRWD$PANW$ISRG$HON
$94M
23 positions
#6Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$EQIX$BA$TMO
$4.9B
41 positions
#7MADDEN SECURITIES CorpPassive
Some overlap · 8 shared positions
$PANW$PLTR$BA$ISRG$HON$TMO
$333M
113 positions
#8InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$PANW$PLTR$EQIX$WM
$175M
108 positions
#9RPG Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$PLTR$CRWD$BA$ISRG$BAC$JCI
$829M
92 positions
#10MIROVAPassive
Some overlap · 6 shared positions
$CRWD$WM$ISRG$PANW$EQIX$TMO
$2.5B
179 positions
#11GUERRA PAN ADVISORS, LLCPassive
Some overlap · 6 shared positions
$CRWD$BA$HON$ISRG$TMO$GM
$162M
121 positions
#12Kessler Investment Group, LLCPassive
Some overlap · 6 shared positions
$CRWD$PLTR$GEV$BAC$T$IBM
$211M
79 positions
#13Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$CRWD$PLTR$PANW$GE$GEV
$172M
76 positions
#14Newport Trust Company, LLCSmart money
Some overlap · 8 shared positions
$BA$GEV$GE$HON$UAL$MMM
$40.7B
64 positions
#15CapWealth Advisors, LLCActive
Some overlap · 8 shared positions
$PLTR$GEV$GE$UNH$HON$BAC
$1.3B
118 positions
#16RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 6 shared positions
$PLTR$GEV$GE$PANW$UNH$CRWD
$116M
116 positions
#17PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$CRWD$GEV$GE$BA$BAC
$367M
139 positions
#18Xcel Wealth Management, LLCPassive
Some overlap · 7 shared positions
$BA$PANW$GEV$PLTR$CRWD$BAC
$362M
133 positions
#19Legal Advantage Investments, Inc.Passive
Some overlap · 4 shared positions
$PANW$BA$PLTR$TMO
$194M
79 positions
#20Henson-Edgewater Management, LLCPassive
Some overlap · 8 shared positions
$BA$PLTR$CRWD$GE$BAC$GEV
$157M
66 positions
#21DARA CAPITAL US, INC.Passive
Some overlap · 8 shared positions
$ISRG$GEV$GE$CRWD$PANW$TMO
$105M
119 positions
#22CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 6 shared positions
$PANW$PLTR$GEV$TMO$IBM$BAC
$60M
36 positions
#23Codex Capital Asset Management L.L.C.Active
Some overlap · 6 shared positions
$BA$GEV$GE$ISRG$HON$TMO
$259M
31 positions
#24Parsonex Advisory Services, Inc.Passive
Some overlap · 5 shared positions
$CRWD$ISRG$UNH$GE$BAC
$102M
56 positions
#25ABN AMRO Bank N.V.Active
Some overlap · 4 shared positions
$PANW$EQIX$GEV$BAC
$9.3B
228 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.