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Hedge Funds Similar to Investment ,

13F Portfolio OverlapQ1 2026Investment , portfolio →
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Most similar hedge funds by 13F overlap

Capital Investment Management, Inc. is an institutional investor managing $326M across 132 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 Investment , are Peak Financial ,, TRB Wealth ,, Verus Financial Partners,, with shared positions in $BRZE, $GMM, $USB, $GE, $GEV, $SNOW. The full ranking of 25 similar funds is below.

#1Peak Financial Management, Inc.Active
Notable overlap · 5 shared positions
$BRZE$GMM$USB$GE$GEV
$394M
100 positions
#2TRB Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$BRZE$GMM$SNOW$SE$PM
$704M
285 positions
#3Verus Financial Partners, Inc.Smart money
Notable overlap · 6 shared positions
$BRZE$SNOW$NKE$PM$IAU$GE
$1.1B
121 positions
#4Seneca Financial Advisors LLCActive
Notable overlap · 5 shared positions
$BRZE$VLTO$SNOW$SE$USB
$341M
64 positions
#5Family CFO IncActive
Notable overlap · 4 shared positions
$BRZE$VLTO$NKE$USB
$223M
41 positions
#6Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$BRZE$SNOW$IAU$NKE
$478M
42 positions
#7Sellwood Investment Partners LLCSmart money
Notable overlap · 4 shared positions
$BRZE$SNOW$AZN$NKE
$254M
59 positions
#8St. Louis Trust CoActive
Notable overlap · 4 shared positions
$BRZE$SNOW$ASML$PM
$856M
145 positions
#9WealthCollab, LLCPassive
Notable overlap · 5 shared positions
$BRZE$SNOW$NKE$USB$IAU
$243M
977 positions
#10Juno Financial Group LLCActive
Notable overlap · 5 shared positions
$BRZE$SE$GE$LMT$PM
$255M
70 positions
#11Swisher Financial Concepts, Inc.Passive
Notable overlap · 6 shared positions
$BRZE$GE$GEV$ABT$PM$IAU
$179M
102 positions
#12James J. Burns & Company, LLCActive
Notable overlap · 4 shared positions
$BRZE$SE$T$PM
$737M
155 positions
#13Prospera Capital Management, LLCSmart money
Notable overlap · 5 shared positions
$BRZE$SNOW$USB$IAU$ASML
$199M
45 positions
#14Estate Counselors, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$NKE$USB
$1.1B
97 positions
#1525 LLCActive
Notable overlap · 3 shared positions
$BRZE$NKE$USB
$324M
69 positions
#16FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$BRZE$SE$USB$IAU
$133M
121 positions
#17Sunflower Bank, N.A.Active
Notable overlap · 4 shared positions
$BRZE$GE$GEV$ABT
$392M
155 positions
#18Sageworth Trust Co of South DakotaActive
Notable overlap · 4 shared positions
$BRZE$GE$GEV$PM
$126M
56 positions
#19Genesis Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$BRZE$GE$GEV$IAU
$150M
64 positions
#20Arbor Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$BRZE$SNOW$T
$143M
56 positions
#21Global Endowment Management, LPActive
Notable overlap · 3 shared positions
$BRZE$GMM$USB
$896M
126 positions
#22New Covenant Trust Company, N.A.Active
Notable overlap · 3 shared positions
$BRZE$GE$GEV
$112M
96 positions
#23Breakwater Investment ManagementPassive
Notable overlap · 3 shared positions
$BRZE$SNOW$GMM
$269M
506 positions
#24STONE LOFT WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$BRZE$SNOW$USB
$140M
29 positions
#25Sageworth Trust CoActive
Notable overlap · 5 shared positions
$BRZE$ABT$IAU$GE$GEV
$2.3B
172 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.