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Hedge Funds Similar to 626 Financial

13F Portfolio OverlapQ2 2026626 Financial portfolio →
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Most similar hedge funds by 13F overlap

626 Financial, LLC is an institutional investor managing $257M across 127 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 626 Financial are BONNESS ENTERPRISES, Wolff Financial, Sandhill Partners, with shared positions in $SYK, $UPS, $EMR, $PFE, $BMY, $QCOM. The full ranking of 25 similar funds is below.

#1BONNESS ENTERPRISES INCSmart money
Notable overlap · 5 shared positions
$SYK$UPS$EMR$PFE$BMY
$310M
37 positions
#2Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$SYK$QCOM$UPS$PFE$BMY
$501M
106 positions
#3Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$SYK$UBER$QCOM
$1.2B
98 positions
#4PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$AFL$EMR
$209M
54 positions
#5Wilson & Boucher Capital Management, LLC
Some overlap · 3 shared positions
$SYK$QCOM$EMR
$170M
121 positions
#6OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$SYK$QCOM$UBER
$391M
111 positions
#7COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$SYK$QCOM$DAL
$1.7B
91 positions
#8LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$SYK$QCOM$PH
$10.3B
565 positions
#9Mendel Capital Management LLCActive
Some overlap · 4 shared positions
$SYK$QCOM$AFL$PH
$222M
99 positions
#10DKRT Investments Corp.Active
Some overlap · 4 shared positions
$SYK$UPS$C$PFE
$409M
50 positions
#11Legacy TrustPassive
Some overlap · 4 shared positions
$SYK$QCOM$UBER$LNG
$566M
210 positions
#12Peak Asset Management, LLCPassive
Some overlap · 3 shared positions
$SYK$EMR$UBER
$680M
181 positions
#13VILLERE ST DENIS J & CO LLCPassive
Some overlap · 4 shared positions
$SYK$UPS$UBER$PFE
$838M
85 positions
#14Watchman Group, Inc.Active
Some overlap · 3 shared positions
$SYK$UBER$AFL
$447M
73 positions
#15Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$SYK$QCOM$BMY$PH$LNG
$8.0B
102 positions
#16MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$QCOM$SYK$AFL$UPS
$1.5B
245 positions
#17Gouws Capital LLCActive
Some overlap · 3 shared positions
$SYK$LNG$EMR
$215M
55 positions
#18Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$QCOM$SYK$AFL$PFE
$4.3B
344 positions
#19SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 3 shared positions
$SYK$AFL$UBER
$1.5B
160 positions
#20Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$SYK$UPS$PFE
$151M
184 positions
#21BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 6 shared positions
$QCOM$CRWD$EMR$C$BMY$PH
$371M
394 positions
#22Stone Summit Wealth LLCPassive
Some overlap · 3 shared positions
$SYK$QCOM$BMY
$394M
144 positions
#23SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$SYK$CRWD$UPS
$2.1B
218 positions
#24Essential Investment Partners LLCPassive
Some overlap · 3 shared positions
$SYK$QCOM$CRWD
$125M
312 positions
#25Beta Wealth Group, Inc.Active
Some overlap · 5 shared positions
$QCOM$EMR$UBER$C$DAL
$267M
114 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.