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Hedge Funds Similar to Four Tree Island Advisory

13F Portfolio OverlapQ1 2026Four Tree Island Advisory portfolio →
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Most similar hedge funds by 13F overlap

Four Tree Island Advisory LLC is an institutional investor managing $198M across 23 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 Four Tree Island Advisory are McGuire Investment Group,, PINNBROOK, Pacifica Partners, with shared positions in $LRCX, $AMAT, $LMT, $DVN, $NTR, $MLI. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive
Notable overlap · 3 shared positions
$LRCX$AMAT$LMT
$885M
121 positions
#2PINNBROOK CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$LRCX$AMAT$DVN
$384M
45 positions
#3Pacifica Partners Inc.Passive
Some overlap · 3 shared positions
$AMAT$LRCX$NTR
$301M
451 positions
#4Brentview Investment Management LLCPassive
Some overlap · 3 shared positions
$LRCX$MLI$TT
$231M
63 positions
#5Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$LRCX$AMAT$NTR$LMT
$258M
67 positions
#6Summit Street Capital Management, LLCActive
Some overlap · 3 shared positions
$LRCX$AMAT$LYB
$707M
31 positions
#7DARA CAPITAL US, INC.Passive
Some overlap · 3 shared positions
$AMAT$LRCX$TT
$105M
119 positions
#8Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$LRCX$AMAT$BMY$LMT
$323M
122 positions
#9Systematic Alpha Investments, LLCActive
Some overlap · 3 shared positions
$AMAT$LRCX$BMY
$2.8B
234 positions
#10MILLER VALUE PARTNERS, LLCPassive
Some overlap · 4 shared positions
$JXN$ITRN$BMY$LYB
$383M
55 positions
#11Northwest Bancshares, Inc.Active
Some overlap · 3 shared positions
$LRCX$AMAT$LMT
$502M
168 positions
#12FCF Advisors LLCPassive
Some overlap · 3 shared positions
$LRCX$BMY$LMT
$444M
52 positions
#13Scott & Selber, Inc.Active
Some overlap · 3 shared positions
$LRCX$AMAT$DVN
$387M
91 positions
#14KKM Financial LLCPassive
Some overlap · 3 shared positions
$LRCX$AMAT$NTR
$563M
168 positions
#15Stiles Financial Services IncPassive
Some overlap · 3 shared positions
$LRCX$AMAT$LMT
$327M
177 positions
#16Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$AMAT$DVN$LMT
$184M
32 positions
#17Gold Investment Management Ltd.Passive
Some overlap · 3 shared positions
$AMAT$LRCX$LMT
$323M
201 positions
#18Midwest Professional Planners, LTD.Passive
Some overlap · 3 shared positions
$AMAT$LRCX$LMT
$425M
137 positions
#19Aspetuck Financial Management LLCActive
Some overlap · 3 shared positions
$LRCX$DVN$LMT
$146M
75 positions
#20Sava Infond d.o.o.Passive
Some overlap · 3 shared positions
$AMAT$LRCX$NTR
$705M
230 positions
#21WRIGHT INVESTORS SERVICE INCPassive
Some overlap · 3 shared positions
$BMY$AMAT$LRCX
$318M
148 positions
#22Progressive Investment Management CorpActive
Some overlap · 3 shared positions
$LRCX$AMAT$TT
$379M
58 positions
#23Three Seasons Wealth, LLCPassive
Some overlap · 3 shared positions
$LRCX$AMAT$BMY
$262M
187 positions
#24ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$AMAT$LRCX$TT
$331M
183 positions
#25Ballast Rock Private Wealth LLCPassive
Some overlap · 3 shared positions
$LRCX$AMAT$BMY
$181M
177 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.