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 Headland

13F Portfolio OverlapQ2 2026Headland portfolio →

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Most similar hedge funds by 13F overlap

Headland Capital, LLC is an institutional investor managing $406M across 64 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Headland are Van Cleef Asset, St. Clair Advisors, SWP Investment, with shared positions in $PGR, $PLTR, $CEG, $ETN, $BX, $NVS. The full ranking of 25 similar funds is below.

#1Van Cleef Asset Management,IncActive

Notable overlap · 3 shared positions

$PGR $PLTR $CEG

$981M

119 positions

#2St. Clair Advisors, LLCSmart money

Notable overlap · 4 shared positions

$PGR $ETN $BX $NVS

$389M

78 positions

#3SWP Investment Management LLCPassive

Some overlap · 3 shared positions

$PLD $PGR $BX

$145M

43 positions

#4Verde Capital ManagementActive

Some overlap · 5 shared positions

$PGR $PLD $AZO $MCD $PLTR

$541M

80 positions

#5WEALTHEDGE INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$PGR $BSX $STX

$294M

143 positions

#6Armor Investment Advisors, LLCActive

Some overlap · 3 shared positions

$PGR $BSX $NVS

$312M

155 positions

#7First National Bank of Mount Dora, Trust Investment ServicesPassive

Some overlap · 4 shared positions

$PGR $BSX $ALL $MCD

$499M

126 positions

#8BRIAN LOW FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$PLD $PGR $BX

$171M

116 positions

#9Providence Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$PLD $PGR $ETN

$660M

385 positions

#10TrustBankActive

Some overlap · 3 shared positions

$PGR $ETN $CEG

$295M

175 positions

#11Strategic Wealth Partners, Ltd.Passive

Some overlap · 3 shared positions

$PLD $PGR $BX

$1.6B

1,462 positions

#12AMF Tjanstepension ABActive

Some overlap · 3 shared positions

$PLD $PGR $ETN

$16.9B

121 positions

#13GQG Partners LLCActive

Some overlap · 3 shared positions

$PGR $ALL $NVS

$53.8B

102 positions

#14OSTERWEIS CAPITAL MANAGEMENT INCPassive

Some overlap · 3 shared positions

$PGR $BSX $AZO

$2.1B

231 positions

#15Kinsale Capital Group, Inc.Active

Slight overlap · 3 shared positions

$PGR $AZO $MCD

$754M

41 positions

#16Westwind CapitalPassive

Slight overlap · 4 shared positions

$PLD $CIEN $PLTR $STX

$422M

77 positions

#17Accretive Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$PGR $MCD $BX

$412M

181 positions

#18Gross & Hartman Investments LLCActive

Slight overlap · 3 shared positions

$PLD $PLTR $BX

$226M

80 positions

#19TORRAY LLCActive

Slight overlap · 3 shared positions

$PLD $CEG $BX

$741M

91 positions

#20Osprey Private Wealth LLCPassive

Slight overlap · 3 shared positions

$PGR $AZO $MCD

$387M

88 positions

#2112th Street Asset Management Company, LLCActive

Slight overlap · 3 shared positions

$PGR $CIEN $AZO

$702M

32 positions

#22Wiser Advisor Group LLCPassive

Slight overlap · 4 shared positions

$PLD $ALL $MCD $BX

$91M

229 positions

#23SWEENEY & MICHEL, LLCPassive

Slight overlap · 3 shared positions

$PLD $PLTR $BX

$381M

164 positions

#24Carroll Investors, IncActive

Slight overlap · 3 shared positions

$PGR $PLTR $CEG

$234M

31 positions

#25E. Ohman J:or Asset Management ABActive

Slight overlap · 3 shared positions

$PLD $PGR $CEG

$4.3B

465 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.