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Hedge Funds Similar to Connecticut Group

13F Portfolio OverlapQ2 2026Connecticut Group portfolio →
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Most similar hedge funds by 13F overlap

Connecticut Capital Management Group, LLC is an institutional investor managing $124M across 129 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Connecticut Group are DAVIS-REA LTD., Banque de Luxembourg S.A., Phraction, with shared positions in $SNPS, $SPGI, $DIS, $MCD, $WMB, $ASML. The full ranking of 25 similar funds is below.

#1DAVIS-REA LTD.Passive
Some overlap · 4 shared positions
$SNPS$SPGI$DIS$MCD
$351M
45 positions
#2Banque de Luxembourg S.A.Active
Some overlap · 3 shared positions
$SNPS$SPGI$DIS
$212M
78 positions
#3Phraction Management LLCActive
Some overlap · 4 shared positions
$SPGI$SNPS$WMB$ASML
$596M
66 positions
#4Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 3 shared positions
$SNPS$DIS$ASML
$616M
1,040 positions
#5Financial Gravity Asset Management, Inc.
Some overlap · 3 shared positions
$SNPS$DIS$ASML
$562M
973 positions
#6EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SNPS$SPGI$ASML
$9.7B
90 positions
#7Tensor Edge Capital, LLCActive
Some overlap · 3 shared positions
$SNPS$ASML$MRVL
$1.5B
18 positions
#8GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$SNPS$WMB$DIS$ASML
$372M
82 positions
#9Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SNPS$WMB$DIS$MCD
$754M
41 positions
#10Covington Investment Advisors Inc.Active
Some overlap · 3 shared positions
$SPGI$SNPS$MCD
$774M
73 positions
#11CIM, LLCPassive
Some overlap · 3 shared positions
$SNPS$CBOE$ASML
$773M
171 positions
#12Midway Capital Research & ManagementActive
Some overlap · 3 shared positions
$SNPS$DIS$MCD
$126M
114 positions
#13Karani Asset Management LLCPassive
Some overlap · 3 shared positions
$SPGI$SNPS$ASML
$139M
57 positions
#14Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$SPGI$DIS$ASML$MCD
$329M
110 positions
#15HOWARD BAILEY SECURITIES, LLCActive
Some overlap · 4 shared positions
$SNPS$SPGI$ASML$MRVL
$267M
121 positions
#16SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$SNPS$ASML$SPGI
$617M
385 positions
#17LAM GROUP, INC.Active
Some overlap · 3 shared positions
$SNPS$DIS$MCD
$201M
139 positions
#18O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$SPGI$WMB$CBOE
$362M
141 positions
#19SCHOLTZ & COMPANY, LLCPassive
Some overlap · 3 shared positions
$SPGI$DIS$ASML
$200M
48 positions
#20RBA Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNPS$CBOE$ASML
$273M
80 positions
#21Totem Point Management, LLCActive
Some overlap · 3 shared positions
$SPGI$AMKR$MRVL
$163M
18 positions
#22Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$SPGI$ASML$MCD
$474M
110 positions
#23Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SPGI$WMB$CBOE$MRVL
$573M
125 positions
#24SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$SPGI$ASML$MCD
$1.1B
136 positions
#25Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$SPGI$ASML$DIS
$1.1B
57 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.