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 SMA

13F Portfolio OverlapQ1 2026SMA portfolio →

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Most similar hedge funds by 13F overlap

SMA Capital LLC is an institutional investor managing $232M across 95 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 SMA are Regents Gate LLP, Cartenna ,, Tribune Investment Group, with shared positions in $PH, $ETN, $IEX, $LIN, $TKR, $EMR. The full ranking of 25 similar funds is below.

#1Regents Gate Capital LLPActive

Substantial overlap · 10 shared positions

$PH $ETN $IEX $LIN $TKR $EMR

$469M

36 positions

#2Cartenna Capital, LPPassive

Substantial overlap · 9 shared positions

$PH $AME $CSX $ETN $LMT $WTS

$2.7B

47 positions

#3Tribune Investment Group LPActive

Substantial overlap · 5 shared positions

$PH $JCI $CSX $LIN $CRS

$261M

30 positions

#4Port Capital LLCActive

Notable overlap · 8 shared positions

$AME $PH $LIN $ETN $CP $WTS

$2.2B

82 positions

#5Two Point Capital Management, Inc.Active

Notable overlap · 4 shared positions

$PH $ETN $APD $DOV

$229M

28 positions

#6Gallo Partners, LPPassive

Notable overlap · 5 shared positions

$JCI $LMT $WWD $WM $TEX

$52M

39 positions

#7Albar Capital Partners LLPActive

Notable overlap · 8 shared positions

$DOV $APD $LMT $FERG $TKR $JCI

$618M

36 positions

#8Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 5 shared positions

$BA $PH $LMT $CP $TEX

$942M

33 positions

#9Westhampton Capital, LLCPassive

Notable overlap · 5 shared positions

$ETN $PH $WM $EMR $LMT

$214M

129 positions

#10MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$DOV $NDSN $EMR $APD $ETN $APH

$1.2B

81 positions

#11Raub Brock Capital Management LPActive

Notable overlap · 3 shared positions

$PH $ETN $AME

$395M

43 positions

#12MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 4 shared positions

$AME $IEX $NDSN $APH

$584M

141 positions

#13Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$ETN $LIN $AME $APH

$193M

50 positions

#14Maren Capital LLCSmart money

Notable overlap · 4 shared positions

$AME $LIN $CP $APH

$1.9B

19 positions

#15Red Spruce Capital, LLCPassive

Notable overlap · 6 shared positions

$ETN $WWD $LIN $JCI $EMR $MLM

$244M

94 positions

#16Michael Brady & Co., LLCActive

Notable overlap · 5 shared positions

$PH $ETN $WM $EMR $CSX

$100M

54 positions

#17Socorro Asset Management LPPassive

Notable overlap · 4 shared positions

$APD $FERG $JCI $MLM

$221M

32 positions

#18LOCUST WOOD CAPITAL ADVISERS, LLCActive

Notable overlap · 4 shared positions

$LIN $CSX $WM $CP

$3.9B

31 positions

#19M3 Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$LMT $CSX $WM $ETN $PH

$130M

35 positions

#20Greystone Financial Group, LLCPassive

Notable overlap · 4 shared positions

$LMT $LIN $WM $EMR

$353M

78 positions

#21Rivermont Capital Management LPActive

Notable overlap · 3 shared positions

$FERG $LIN $WWD

$475M

20 positions

#22Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$ETN $APD $LMT

$184M

32 positions

#23Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$LIN $LMT $WM $APD $DOV

$199M

40 positions

#24Cumberland Partners LtdPassive

Notable overlap · 5 shared positions

$ETN $LIN $AME $APH $PH

$1.3B

157 positions

#25MARVIN & PALMER ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$AME $PH $APH

$84M

21 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.