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Hedge Funds Similar to Investment

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Investment are FourThought Financial Partners, STATE FARM MUTUAL AUTOMOBILE INSURANCE, BERKSHIRE ASSET, with shared positions in $ASML, $KLAC, $AZN, $LMT, $ABT, $CB. The full ranking of 25 similar funds is below.

#1FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$ASML$KLAC$AZN$LMT$ABT$CB
$1.3B
393 positions
#2STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 5 shared positions
$ASML$NUE$KLAC$VMC$ABT
$146.1B
107 positions
#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$DELL$NUE$LMT$ABT$WM$CB
$2.5B
270 positions
#4Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$ASML$KLAC$IAU$PM$CB
$345M
111 positions
#5Capital International, Inc./CA/Active
Some overlap · 5 shared positions
$ASML$KLAC$AZN$PM$TTE
$14.3B
302 positions
#6Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$ASML$KLAC$PM$ABT$WM
$1.6B
184 positions
#7Wealth Quarterback LLCActive
Some overlap · 5 shared positions
$ASML$DELL$IAU$LMT$CB
$324M
172 positions
#8WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$ASML$AZN$LMT$ABT$CB
$2.1B
131 positions
#9Capital International InvestorsActive
Some overlap · 6 shared positions
$ASML$KLAC$AZN$PM$TTE$ABT
$483.6B
446 positions
#10Parkwood LLCActive
Some overlap · 5 shared positions
$ASML$AZN$PM$TTE$CB
$1.4B
72 positions
#11Capital International SarlActive
Some overlap · 5 shared positions
$ASML$KLAC$AZN$PM$TTE
$7.1B
287 positions
#12Madson Wealth Advisors IncActive
Some overlap · 4 shared positions
$ASML$KLAC$IAU$AZN
$147M
97 positions
#13Orca Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AZN$PM$TTE$LMT$CB$KLAC
$167M
83 positions
#14FDx Advisors, Inc.Passive
Some overlap · 4 shared positions
$ASML$IAU$PM$AZN
$332M
179 positions
#15SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$ASML$DELL$KLAC$TTE
$892M
299 positions
#16BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$ASML$KLAC$IAU$WM
$1.5B
234 positions
#17Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$ASML$IAU$AZN$TTE
$490M
80 positions
#18Mengis Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DELL$AZN$PM$ASML$IAU
$658M
218 positions
#19Impact Investors, IncPassive
Some overlap · 4 shared positions
$ASML$KLAC$IAU$WM
$137M
88 positions
#20FARMERS TRUST CO
Some overlap · 5 shared positions
$NUE$T$PM$LMT$CB
$637M
203 positions
#21Capital Group Private Client Services, Inc.Active
Some overlap · 5 shared positions
$KLAC$IAU$AZN$PM$TTE
$7.1B
260 positions
#22Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$ASML$PM$LMT$ABT
$856M
89 positions
#23Papamarkou Wellner Asset Management inc.
Some overlap · 4 shared positions
$ASML$PM$LMT$ABT
$159M
75 positions
#24J. M. Brown & Associates Inc.Passive
Some overlap · 4 shared positions
$ASML$DELL$KLAC$PM
$175M
167 positions
#25Red Door Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ASML$DELL$LMT$WM
$1.1B
320 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.