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 Carnegie Lake Advisors

13F Portfolio OverlapQ1 2026Carnegie Lake Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Carnegie Lake Advisors LLC is an institutional investor managing $252M across 167 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 Carnegie Lake Advisors are SECTORAL ASSET, HealthInvest Partners AB, CapWealth Advisors,, with shared positions in $AMGN, $UNH, $ISRG, $SYK, $WMB, $KO. The full ranking of 25 similar funds is below.

#1SECTORAL ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$AMGN $UNH $ISRG $SYK

$121M

77 positions

#2HealthInvest Partners ABActive

Notable overlap · 4 shared positions

$SYK $AMGN $ISRG $UNH

$310M

39 positions

#3CapWealth Advisors, LLCActive

Some overlap · 7 shared positions

$AMGN $UNH $SYK $WMB $KO $BAC

$1.3B

118 positions

#4RE ADVISERS CORPActive

Some overlap · 5 shared positions

$PH $UNH $DIS $BAC $MCD

$3.7B

111 positions

#5Wilkinson Global Asset Management LLCActive

Some overlap · 4 shared positions

$AMGN $PH $DIS $MCD

$1.3B

60 positions

#6DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$AMGN $UNH $WMB $PH $NKE $ENB

$501M

138 positions

#7Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 5 shared positions

$AMGN $SYK $DIS $KO $IBM

$974M

782 positions

#8BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 7 shared positions

$SYK $ISRG $DIS $KO $MCD $NKE

$134M

211 positions

#9DAVIS-REA LTD.Passive

Some overlap · 6 shared positions

$SYK $BN $DIS $BAC $MCD $ENB

$384M

54 positions

#10NS Partners LtdActive

Some overlap · 6 shared positions

$UNH $SYK $ISRG $KO $BAC $MCD

$2.2B

71 positions

#11Palisade Asset Management, LLCActive

Some overlap · 5 shared positions

$AMGN $UNH $SYK $MCD $IBM

$996M

195 positions

#12Kinsale Capital Group, Inc.Active

Some overlap · 6 shared positions

$AMGN $UNH $DIS $WMB $MCD $AZO

$624M

41 positions

#13Oak Asset Management, LLCActive

Some overlap · 4 shared positions

$AMGN $SYK $ISRG $MCD

$290M

108 positions

#14First Long Island Investors, LLCActive

Some overlap · 4 shared positions

$PH $AMGN $UNH $MCD

$1.2B

70 positions

#15TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 7 shared positions

$SYK $AMGN $AGQ $KO $MCD $AZO

$911M

918 positions

#16Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 4 shared positions

$WCC $UNH $NKE $MCD

$566M

28 positions

#17Arlington Financial Advisors, LLCActive

Some overlap · 4 shared positions

$AMGN $ISRG $DIS $NKE

$702M

95 positions

#18Bellevue Group AGActive

Some overlap · 4 shared positions

$AMGN $SYK $ISRG $UNH

$4.2B

155 positions

#19Evelyn Partners Investment Management Services LtdPassive

Some overlap · 5 shared positions

$SYK $ISRG $DIS $KO $MCD

$850M

281 positions

#20Petros Family Wealth, LLCPassive

Some overlap · 6 shared positions

$AMGN $UNH $SYK $BAC $KO $ISRG

$140M

131 positions

#21Midway Capital Research & ManagementPassive

Some overlap · 4 shared positions

$SYK $BN $DIS $MCD

$106M

117 positions

#22CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$UNH $DIS $KO $AMGN $IBM $AGQ

$140M

72 positions

#23ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Some overlap · 6 shared positions

$AMGN $UNH $MCD $KO $IBM $BAC

$155M

150 positions

#24Marble Harbor Investment Counsel, LLCActive

Some overlap · 5 shared positions

$PH $DIS $SYK $KO $MCD

$923M

192 positions

#25Gs Investments, Inc.Passive

Some overlap · 4 shared positions

$SYK $AMGN $UNH $WMB

$175M

134 positions

Compare Carnegie Lake Advisors’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 Carnegie Lake Advisors’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.