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 Sunbeam ,

13F Portfolio OverlapQ1 2026Sunbeam , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sunbeam Capital Management, LLC is an institutional investor managing $219M across 124 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 Sunbeam , are Crumly & Associates, ODonnell Financial Services,, STEEL GROVE ADVISORS,, with shared positions in $DKNG, $EPD, $KLAC, $GE, $GEV, $CEF. The full ranking of 25 similar funds is below.

#1Crumly & Associates Inc.Passive

Some overlap · 3 shared positions

$DKNG $EPD $KLAC

$476M

200 positions

#2ODonnell Financial Services, LLCActive

Some overlap · 4 shared positions

$DKNG $KLAC $GE $GEV

$290M

64 positions

#3STEEL GROVE CAPITAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$DKNG $CEF $USB $KO $EPD $MDY

$949M

220 positions

#4Providence First Trust CoPassive

Some overlap · 7 shared positions

$MDY $USB $MU $KLAC $GEV $GE

$284M

179 positions

#5Darwin Wealth Management, LLCPassive

Some overlap · 3 shared positions

$DKNG $KO $ETN

$321M

604 positions

#6KCM Capital IncActive

Some overlap · 3 shared positions

$DKNG $MU $ET

$622M

34 positions

#7RHODES INVESTMENT ADVISORS INC /ADVPassive

Slight overlap · 6 shared positions

$KO $ET $USB $GEV $GE $ALPS

$116M

116 positions

#8Prota Financial, LLCActive

Slight overlap · 6 shared positions

$KO $ETN $KLAC $GEV $GE $ALPS

$138M

67 positions

#9McLaughlin Asset Management, Inc.Passive

Slight overlap · 5 shared positions

$MDY $KO $KLAC $GEV $GE

$105M

91 positions

#10Rice Partnership, LLCActive

Slight overlap · 5 shared positions

$KO $MU $ETN $USB $GEV

$732M

178 positions

#11WESPAC Advisors SoCal, LLCPassive

Slight overlap · 5 shared positions

$KO $MU $ETN $GEV $GE

$470M

119 positions

#12Plato Investment Management LtdPassive

Slight overlap · 5 shared positions

$KO $MU $KLAC $GEV $GE

$1.5B

516 positions

#13Chicago Partners Investment Group LLCPassive

Slight overlap · 5 shared positions

$MDY $EPD $ET $MU $GEV

$4.5B

1,489 positions

#14Delta Investment Management, LLCPassive

Slight overlap · 4 shared positions

$CEF $EPD $GEV $ALPS

$559M

273 positions

#15Kercheville Advisors, LLCPassive

Slight overlap · 5 shared positions

$MU $EPD $ET $USB $GEV

$313M

106 positions

#16Pekin Hardy Strauss, Inc.Passive

Slight overlap · 4 shared positions

$CEF $EPD $ET $USB

$957M

478 positions

#17DANSKE BANK A/SPassive

Slight overlap · 5 shared positions

$KO $MU $GE $KLAC $GEV

$41.5B

1,179 positions

#18Mediolanum International Funds LtdActive

Slight overlap · 5 shared positions

$MU $KO $KLAC $GEV $GE

$9.4B

431 positions

#19Veracity Capital LLCPassive

Slight overlap · 4 shared positions

$MDY $KO $MU $GEV

$280M

201 positions

#20Greenline Wealth Management LLCPassive

Slight overlap · 5 shared positions

$MU $ETN $USB $GEV $GE

$87M

94 positions

#21HWG Holdings LPActive

Slight overlap · 5 shared positions

$EPD $ET $KLAC $GEV $GE

$385M

55 positions

#22Yeomans Consulting Group, Inc.

Slight overlap · 5 shared positions

$KO $MU $USB $KLAC $GE

$341M

113 positions

#23Benchmark Investment Advisors LLCPassive

Slight overlap · 5 shared positions

$MU $KLAC $USB $GEV $GE

$172M

76 positions

#24Henson-Edgewater Management, LLCPassive

Slight overlap · 5 shared positions

$MU $ET $EPD $GE $GEV

$157M

66 positions

#25PFA Pension, ForsikringsaktieselskabActive

Slight overlap · 5 shared positions

$MU $KO $KLAC $GEV $GE

$33.2B

381 positions

Compare Sunbeam ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Sunbeam ,’s holdings

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.