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Hedge Funds Similar to Sulzberger Advisors,

13F Portfolio OverlapQ1 2026Sulzberger Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Sulzberger Capital Advisors, Inc. is an institutional investor managing $102M across 53 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 Sulzberger Advisors, are CPA Asset, DiNuzzo Private Wealth,, Tandem Investment Advisors,, with shared positions in $NEE, $DHR, $MCD, $IAU, $SHW, $ABT. The full ranking of 25 similar funds is below.

#1CPA Asset Management LLCActive
Some overlap · 4 shared positions
$NEE$DHR$MCD$IAU
$298M
99 positions
#2DiNuzzo Private Wealth, Inc.Active
Some overlap · 4 shared positions
$NEE$MCD$IAU$SHW
$928M
1,345 positions
#3Tandem Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$NEE$MCD$ABT
$2.0B
83 positions
#4Core Wealth Management, Inc.Smart money
Some overlap · 3 shared positions
$NEE$MCD$IAU
$326M
40 positions
#5Forum Financial Management, LPSmart money
Some overlap · 3 shared positions
$NEE$ABT$IAU
$7.1B
331 positions
#6Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$NEE$MCD$SHEL
$286M
80 positions
#7Torren Management, LLCActive
Some overlap · 3 shared positions
$NEE$DHR$AMAT
$201M
983 positions
#8Meredith Wealth PlanningActive
Some overlap · 3 shared positions
$NEE$SHW$MCD
$369M
70 positions
#9SATOVSKY ASSET MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$NEE$IAU$MCD$AMAT
$566M
73 positions
#10Gouws Capital LLCActive
Some overlap · 4 shared positions
$NEE$PANW$DHR$MCD
$189M
58 positions
#11S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$NEE$AMAT$LIN$SHW
$344M
89 positions
#12High Probability Advisors, LLCActive
Some overlap · 3 shared positions
$NEE$DHR$IAU
$781M
67 positions
#13Somerset Group LLCActive
Some overlap · 4 shared positions
$NEE$PANW$MCD$SHW
$135M
59 positions
#14DJE Kapital AGActive
Some overlap · 4 shared positions
$NEE$PANW$AMAT$LIN
$4.5B
113 positions
#15Petersen Hastings Wealth Advisors Inc.Smart money
Some overlap · 3 shared positions
$NEE$IAU$ABT
$1.1B
81 positions
#16Aureus Asset Management, LLCPassive
Some overlap · 4 shared positions
$NEE$AMAT$LIN$ABT
$1.5B
225 positions
#17SFE Investment CounselPassive
Some overlap · 5 shared positions
$NEE$PANW$AMAT$DHR$ABT
$635M
143 positions
#18Mirova US LLCActive
Some overlap · 3 shared positions
$NEE$PANW$DHR
$8.8B
42 positions
#19SB Capital Management Inc
Some overlap · 3 shared positions
$NEE$IAU$SHW
$273M
93 positions
#20M. Kraus & CoActive
Some overlap · 3 shared positions
$NEE$LIN$ABT
$343M
81 positions
#21AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$NEE$PANW$AMAT
$1.4B
114 positions
#22Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$SIVR$NEE$AMAT$LIN
$501M
219 positions
#23Integrity Advisory Solutions, LLCActive
Some overlap · 3 shared positions
$NEE$AMAT$SHW
$757M
293 positions
#24Bath Savings Trust CoActive
Some overlap · 5 shared positions
$NEE$DHR$MCD$ABT$SHW
$936M
168 positions
#25Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$NEE$MCD$IAU
$218M
69 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.