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Hedge Funds Similar to Putney Financial Group

13F Portfolio OverlapQ1 2026Putney Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Putney Financial Group LLC is an institutional investor managing $99M across 84 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 Putney Financial Group are FAIRFIELD, BUSH &, WD RUTHERFORD, Faithward Advisors,, with shared positions in $ANET, $SHOP, $CRWD, $GE, $GEV, $IBM. The full ranking of 25 similar funds is below.

#1FAIRFIELD, BUSH & CO.Passive
Notable overlap · 8 shared positions
$ANET$SHOP$CRWD$GE$GEV$IBM
$180M
119 positions
#2WD RUTHERFORD LLCPassive
Notable overlap · 7 shared positions
$ANET$GE$GEV$CRWD$SHOP$AMD
$225M
71 positions
#3Faithward Advisors, LLCPassive
Some overlap · 7 shared positions
$SHOP$ANET$NET$IBM$CRWD$IBKR
$701M
261 positions
#4Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$ANET$GEV$GE$CRWD$AMD$UNP
$946M
216 positions
#5Telligent Fund, LPActive
Some overlap · 6 shared positions
$ANET$GE$GEV$AMD$INTC$COHR
$94M
24 positions
#6Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$GE$GEV$ANET$IBM$AMD$NEE
$112M
54 positions
#7DARA CAPITAL US, INC.Passive
Some overlap · 6 shared positions
$GE$GEV$CRWD$AMD$NET$IBM
$105M
119 positions
#8TCW GROUP INCActive
Some overlap · 6 shared positions
$ANET$GE$IBM$CRWD$INTC$SHOP
$13.3B
629 positions
#9Polar Capital Holdings PlcActive
Some overlap · 7 shared positions
$ANET$GEV$NET$AMD$INTC$SHOP
$28.2B
242 positions
#10Tuttle Capital Management, LLCPassive
Some overlap · 6 shared positions
$SHOP$NET$CRWD$ANET$LMT$NEE
$61M
124 positions
#11Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$GE$SHOP$GEV$ANET$AMD
$25.6B
60 positions
#12Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SHOP$GE$GEV$CRWD
$75M
65 positions
#13Synergy Financial Group, LTDPassive
Some overlap · 5 shared positions
$SHOP$ANET$CRWD$AMD$NET
$133M
123 positions
#14Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$ANET$GEV$CRWD$IBM$FCX
$211M
79 positions
#15Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$GE$GEV$IBM$LMT$UNP$NEE
$147M
64 positions
#16BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ANET$GE$GEV$AMD$UNP
$360M
106 positions
#17Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$SHOP$GEV$GE$ANET
$664M
165 positions
#18JENNISON ASSOCIATES LLCActive
Some overlap · 6 shared positions
$GE$SHOP$CRWD$AMD$NET$GEV
$145.4B
562 positions
#19Sun Financial IncPassive
Some overlap · 5 shared positions
$ANET$GEV$CRWD$GE$AMD
$200M
159 positions
#20ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$SHOP$ANET$CRWD$AMD$GEV
$482M
38 positions
#21SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$SHOP$ANET$GEV$FCX$EME
$688M
180 positions
#22Tenere Capital LLCActive
Some overlap · 4 shared positions
$SHOP$GE$GEV$INTC
$136M
22 positions
#23Passumpsic Savings Bank
Some overlap · 5 shared positions
$ANET$GE$GEV$IBKR$EME
$183M
90 positions
#24London & Capital Asset Management LtdActive
Some overlap · 5 shared positions
$GE$GEV$IBM$AMD$IBKR
$9.2B
223 positions
#25Cladis Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$GE$GEV$IBM$AMD$NEE
$182M
159 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.