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Hedge Funds Similar to Piedmont

13F Portfolio OverlapQ3 2026Piedmont portfolio →
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Most similar hedge funds by 13F overlap

Piedmont Capital Management, LLC/NC is an institutional investor managing $168M across 125 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Piedmont are Karani Asset, Night Squared, Artisan Partners Limited Partnership, with shared positions in $AXP, $ADI, $TXN, $ASML, $MS, $SPOT. The full ranking of 25 similar funds is below.

#1Karani Asset Management LLCActive
Some overlap · 5 shared positions
$AXP$ADI$TXN$ASML$MS
$139M
57 positions
#2Night Squared LPPassive
Some overlap · 6 shared positions
$SPOT$PM$ADI$DASH$TXN$ASML
$930M
69 positions
#3Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$AXP$BNY$SPOT$DASH
$63.1B
341 positions
#4DCM Advisors, LLCActive
Some overlap · 3 shared positions
$AXP$MS$PM
$253M
38 positions
#5Boston Common Asset Management, LLCPassive
Some overlap · 5 shared positions
$SPOT$MS$BNY$ADI$ASML
$1.7B
181 positions
#6MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 3 shared positions
$AXP$SPOT$TXN
$150M
58 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AXP$MS$BNY
$292M
99 positions
#8COMGEST GLOBAL INVESTORS S.A.S.Active
Some overlap · 3 shared positions
$AXP$SPOT$ADI
$4.5B
55 positions
#9CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$AXP$MS$TXN$BNY
$4.2B
299 positions
#10SHAYNE & JACOBS, LLCActive
Some overlap · 3 shared positions
$AXP$BNY$PM
$335M
100 positions
#11BAXTER BROS INCPassive
Some overlap · 3 shared positions
$AXP$MS$TXN
$864M
172 positions
#12CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$AXP$PM$TXN
$171M
71 positions
#13BIRCH FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$AXP$PM$AMP
$214M
1,048 positions
#14SEARLE & CO.Passive
Some overlap · 3 shared positions
$AXP$PM$TXN
$445M
194 positions
#15VESTOR CAPITAL, LLCActive
Some overlap · 3 shared positions
$AXP$PM$MS
$486M
276 positions
#16Clayton Financial Group LLCActive
Some overlap · 3 shared positions
$AXP$PM$AMP
$190M
304 positions
#17HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$AXP$PM$ADI
$252M
43 positions
#18Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$AXP$MS$PM$ADI
$222M
88 positions
#19Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$AXP$DASH$AMP
$225M
114 positions
#20PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AXP$TXN$AMP
$175M
73 positions
#21Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$MS$TXN
$455M
118 positions
#22Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$TXN$ASML
$710M
193 positions
#23Omnitrust Wealth Management, Inc
Some overlap · 4 shared positions
$AXP$PM$BNY$ADI
$77M
64 positions
#24Sky Investment Group LLCPassive
Some overlap · 3 shared positions
$AXP$PM$TXN
$637M
146 positions
#25Strata Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$AXP$ADI$PM
$426M
98 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.