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Hedge Funds Similar to Sulzberger Advisors

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sulzberger Advisors are MARK SHEPTOFF FINANCIAL PLANNING, Tandem Investment Advisors, OPUS INVESTMENT, with shared positions in $NEE, $ABT, $PEP, $MCD, $DHR, $LIN. The full ranking of 25 similar funds is below.

#1MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$NEE$ABT$PEP
$188M
513 positions
#2Tandem Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$NEE$MCD$ABT$PEP
$1.5B
68 positions
#3OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$NEE$MCD$PEP
$183M
31 positions
#4J. R. Prunier Capital Management LLC
Some overlap · 5 shared positions
$NEE$DHR$LIN$PEP$IAU
$235M
67 positions
#5Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$NEE$MCD$ABT$PEP$PM
$513M
70 positions
#6S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$NEE$LIN$PEP
$379M
88 positions
#7Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$NEE$MCD$ABT$PEP$IAU
$474M
110 positions
#8StrongBox Wealth, LLCPassive
Some overlap · 4 shared positions
$NEE$LIN$ABT$PEP
$351M
267 positions
#9Somerset Group LLCActive
Some overlap · 3 shared positions
$NEE$MCD$PEP
$142M
58 positions
#10Bath Savings Trust CoActive
Some overlap · 5 shared positions
$NEE$DHR$MCD$ABT$PEP
$965M
177 positions
#11McCollum Christoferson Group LLCPassive
Some overlap · 4 shared positions
$NEE$DHR$LIN$PEP
$341M
80 positions
#12M. Kraus & CoPassive
Some overlap · 4 shared positions
$NEE$LIN$ABT$PEP
$377M
86 positions
#13Somerset Trust CoPassive
Some overlap · 5 shared positions
$NEE$LIN$MCD$ABT$PEP
$354M
186 positions
#14Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$NEE$MCD$PEP$IAU
$227M
73 positions
#15Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$NEE$MCD$PEP$PM
$497M
948 positions
#16SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NEE$MCD$PEP
$205M
55 positions
#17Gouws Capital LLCActive
Some overlap · 3 shared positions
$NEE$DHR$MCD
$215M
55 positions
#18WENDELL DAVID ASSOCIATES INCActive
Some overlap · 5 shared positions
$NEE$DHR$MCD$ABT$PEP
$947M
155 positions
#19HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$NEE$SIVR$DHR$ABT$PEP
$194M
108 positions
#20Aureus Asset Management, LLCPassive
Some overlap · 3 shared positions
$NEE$LIN$ABT
$1.6B
239 positions
#21PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$NEE$ABT$PEP
$209M
54 positions
#22CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$NEE$LIN$MCD$PEP$IAU
$767M
184 positions
#23TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$NEE$ABT$PEP$PM
$798M
187 positions
#24First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$NEE$DHR$MCD$PM
$529M
75 positions
#25CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$NEE$MCD$PEP
$1.1B
157 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.