13F Pro

Hedge Funds Similar to Fire

13F Portfolio OverlapQ1 2026Fire portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Fire Capital Management LLC is an institutional investor managing $214M across 108 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 Fire are Shelter Mutual Insurance, Obermeyer Wealth Partners, UNIVEST FINANCIAL, with shared positions in $BRZE, $DE, $AXP, $UNP, $NEE, $JHG. The full ranking of 25 similar funds is below.

#1Shelter Mutual Insurance CoPassive
Some overlap · 5 shared positions
$BRZE$DE$AXP$UNP$NEE
$450M
58 positions
#2Obermeyer Wealth PartnersPassive
Some overlap · 4 shared positions
$BRZE$DE$JHG$ZTS
$2.2B
299 positions
#3UNIVEST FINANCIAL CorpActive
Some overlap · 5 shared positions
$BRZE$TMO$PM$AXP$NEE
$1.8B
254 positions
#4Good Steward Wealth Advisors,LLCPassive
Some overlap · 5 shared positions
$BRZE$DE$UNP$NEE$AXP
$156M
68 positions
#5Juno Financial Group LLCActive
Some overlap · 3 shared positions
$BRZE$DE$PM
$255M
70 positions
#6NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$JHG$DE$ANET$UNP$CL$NEE
$367M
141 positions
#7BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$DE$ANET$ISRG$TMO$UNP
$6.1B
61 positions
#8Alaethes Wealth, LLCPassive
Some overlap · 6 shared positions
$DE$ANET$ISRG$PM$LNG$NEE
$351M
124 positions
#9SIGNATUREFD, LLCActive
Some overlap · 3 shared positions
$BRZE$JHG$MDLZ
$6.5B
3,465 positions
#10Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$BRZE$DE$UNP
$135M
89 positions
#11New Covenant Trust Company, N.A.Active
Some overlap · 4 shared positions
$BRZE$NEE$DE$UNP
$112M
96 positions
#12Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$BRZE$LNG$CASY
$373M
96 positions
#13McLaughlin Asset Management, Inc.Passive
Some overlap · 5 shared positions
$AXP$ANET$ISRG$TMO$LNG
$105M
91 positions
#14AMES NATIONAL CORPActive
Some overlap · 4 shared positions
$BRZE$UNP$CASY$DE
$167M
67 positions
#15MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$DE$AXP$PM$LNG$NEE
$460M
115 positions
#16BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$DE$AXP$ISRG$UNP
$4.1B
151 positions
#17St. Louis Trust CoActive
Some overlap · 5 shared positions
$BRZE$UNP$MDLZ$PM$NEE
$856M
145 positions
#18Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$BRZE$JHG$PM
$89M
81 positions
#19Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$BRZE$AXP$DE
$364M
112 positions
#20Good Harbor Advisors, Inc.Passive
Some overlap · 3 shared positions
$BRZE$UNP$NEE
$92M
82 positions
#21BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ANET$TMO$UNP$ZTS$CL$NEE
$506M
75 positions
#22Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$BRZE$TMO$NEE
$118M
73 positions
#23Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$AXP$TMO$PM$UNP$ZTS
$1.3B
130 positions
#24Old Peak Finance LLCActive
Some overlap · 4 shared positions
$BRZE$PM$ISRG$UNP
$171M
84 positions
#25Ruggaard & Associates LLCPassive
Some overlap · 3 shared positions
$BRZE$JHG$DE
$252M
122 positions

Compare Fire’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 Fire’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.