What hedge funds are most similar to SHUTTLEWORTH & Co?

The funds with the most similar 13F portfolios to SHUTTLEWORTH & Co are HALL LAURIE J TRUSTEE, ALTA /, Suncoast Equity, based on overlapping conviction holdings in the latest SEC filings.

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 SHUTTLEWORTH &

13F Portfolio OverlapQ1 2026SHUTTLEWORTH & portfolio →

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Most similar hedge funds by 13F overlap

SHUTTLEWORTH & Co is an institutional investor managing $111M across 52 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 SHUTTLEWORTH & are HALL LAURIE J TRUSTEE, ALTA /, Suncoast Equity, with shared positions in $AMAT, $TJX, $APH, $ABT, $WM, $SYK. The full ranking of 25 similar funds is below.

#1HALL LAURIE J TRUSTEEPassive

Notable overlap · 6 shared positions

$AMAT $TJX $APH $ABT $WM $SYK

$283M

104 positions

#2ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 7 shared positions

$ETN $TJX $APH $WM $SHW $MCK

$1.3B

100 positions

#3Suncoast Equity ManagementActive

Notable overlap · 8 shared positions

$MCK $ETN $TJX $APH $SYK $FAST

$833M

101 positions

#4Baker Chad RActive

Notable overlap · 7 shared positions

$WM $APH $ABT $TJX $TMUS $SYK

$530M

56 positions

#5Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$TJX $WM $RF $MCK $ABT $EMR

$353M

78 positions

#6Titan Investment Solutions LtdActive

Notable overlap · 7 shared positions

$MCK $CBOE $WM $ANET $FAST $SYK

$781M

56 positions

#7NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

$AMAT $WM $ABT $SHW $TJX $SYK

$1.5B

139 positions

#8InTrack Investment Management IncPassive

Notable overlap · 7 shared positions

$MCK $PLTR $AMAT $ETN $EQIX $WM

$175M

108 positions

#9Bristol Gate Capital Partners Inc.Active

Notable overlap · 5 shared positions

$AMAT $MCK $APH $SHW $CTAS

$1.6B

31 positions

#10Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$ETN $TJX $MCK $SYK $WM

$336M

46 positions

#11Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$TJX $WM $MCK $CBOE $TMUS

$231M

63 positions

#12Blue Chip Partners, LLCActive

Notable overlap · 5 shared positions

$TJX $WM $ETN $ABT $TMUS

$1.4B

170 positions

#13Raub Brock Capital Management LPActive

Notable overlap · 4 shared positions

$ETN $MCK $TJX $SHW

$395M

43 positions

#14Left Brain Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MCK $WM $PLTR $ANET $AMAT $APH

$255M

79 positions

#15HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$TJX $WM $APH $PKG $CTAS $ETN

$407M

49 positions

#16AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$AMAT $TJX $APH $ETN

$1.4B

114 positions

#17JLB & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$TJX $APH $PKG $SHW $SYK

$696M

70 positions

#18Silver Lake Advisory, LLCPassive

Notable overlap · 5 shared positions

$RF $AMAT $ABT $EMR $ETN

$252M

103 positions

#19RBA Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$AMAT $CBOE $WM $TMUS

$278M

92 positions

#20TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$AMAT $ETN $ABT $SYK $WM

$200M

110 positions

#21Markin Volterra Fund LPActive

Notable overlap · 4 shared positions

$AMAT $APH $PLTR $EQIX

$65M

34 positions

#22Robbins FarleyPassive

Notable overlap · 5 shared positions

$TJX $ETN $SHW $ANET $SO

$226M

143 positions

#23Dundas Partners LLPActive

Notable overlap · 4 shared positions

$AMAT $APH $ABT $SYK

$1.3B

49 positions

#24McGuire Investment Group, LLCActive

Notable overlap · 4 shared positions

$AMAT $CBOE $PLTR $SYK

$885M

121 positions

#25CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 4 shared positions

$AMAT $ETN $ANET $TMUS

$180M

58 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.