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 PCB

13F Portfolio OverlapQ1 2026PCB portfolio →

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Most similar hedge funds by 13F overlap

PCB Capital LLC is an institutional investor managing $63M across 101 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 PCB are TOWNSQUARE, EQUITY INVESTMENT, Beacon Harbor Wealth Advisors,, with shared positions in $SHEL, $VZ, $T, $PFE, $PM, $MDLZ. The full ranking of 25 similar funds is below.

#1TOWNSQUARE CAPITAL LLCPassive

Notable overlap · 13 shared positions

$SHEL $VZ $T $PFE $PM $MDLZ

$444M

252 positions

#2EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$SHEL $VZ $T $UPS $USB $WFC

$5.1B

71 positions

#3Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$APH $VZ $PFE $APP $PM $FLEX

$477M

70 positions

#4HF Advisory Group, LLCPassive

Notable overlap · 7 shared positions

$VZ $SHEL $WFC $PM $T $PFE

$293M

166 positions

#5Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$VZ $PFE $UPS $MDLZ $USB $COP

$139M

62 positions

#6IBEX WEALTH ADVISORSPassive

Notable overlap · 7 shared positions

$T $VZ $SHEL $APP $MU $PFE

$1.1B

203 positions

#7Cornerstone Select Advisors, LLCPassive

Notable overlap · 6 shared positions

$KLAC $T $SHEL $VZ $MU $ANET

$160M

124 positions

#8Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $APH $APP $USB $MU $URI

$172M

76 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$T $PFE $MDLZ $USB $WFC $COP

$1.4B

56 positions

#10SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$T $PFE $VZ $USB $WFC $COP

$728M

79 positions

#11Keystone Financial Planning, Inc.Smart money

Notable overlap · 6 shared positions

$VZ $PFE $USB $PM $UPS $T

$374M

40 positions

#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$VZ $T $UPS $WFC $PM

$220M

148 positions

#13Disciplined Equity Management, Inc.Active

Some overlap · 5 shared positions

$VZ $T $PFE $USB $ANET

$199M

44 positions

#14Palouse Capital Management, Inc.Passive

Some overlap · 5 shared positions

$VZ $PFE $UPS $T $MU

$151M

135 positions

#15IAMS WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$UPS $APP $USB $WFC $SHEL $COP

$287M

186 positions

#16Brookmont Capital ManagementActive

Some overlap · 5 shared positions

$SHEL $UPS $USB $WFC $COP

$179M

59 positions

#17Progressive Investment Management CorpActive

Some overlap · 6 shared positions

$KLAC $APH $FAST $URI $MU $CTAS

$379M

58 positions

#18Huber Capital Management LLCPassive

Some overlap · 5 shared positions

$T $PFE $SHEL $PM $URI

$647M

99 positions

#19CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 6 shared positions

$USB $UPS $WFC $MDLZ $PFE $COP

$1.4B

178 positions

#20Griffith & Werner, Inc.Active

Some overlap · 5 shared positions

$VZ $T $PFE $WFC $PM

$202M

72 positions

#21Willis Investment CounselActive

Some overlap · 5 shared positions

$PFE $T $VZ $SHEL $COP

$1.8B

123 positions

#22Dupree Financial Group, LLCPassive

Some overlap · 5 shared positions

$VZ $T $UPS $DKS $MU

$248M

71 positions

#23Cutler Capital Management, LLCPassive

Some overlap · 4 shared positions

$SHEL $VZ $PFE $USB

$370M

116 positions

#24First Long Island Investors, LLCActive

Some overlap · 5 shared positions

$APH $FAST $USB $PM $WSM

$1.2B

70 positions

#25Allied Investment Advisors, LLCActive

Some overlap · 4 shared positions

$SHEL $PFE $USB $WFC

$697M

100 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.