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Hedge Funds Similar to CALDWELL SUTTER ,

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

CALDWELL SUTTER CAPITAL, INC. is an institutional investor managing $246M across 894 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 CALDWELL SUTTER , are Siena Partners GP,, Post Resch Tallon Group, Pinnacle ,, with shared positions in $PLBC, $PKBK, $CWBC, $BANR, $MCHB, $HUM. The full ranking of 25 similar funds is below.

#1Siena Capital Partners GP, LLCPassive
Some overlap · 5 shared positions
$PLBC$PKBK$CWBC$BANR$MCHB
$385M
100 positions
#2Post Resch Tallon Group Inc.Passive
Some overlap · 5 shared positions
$HUM$KYN$IBM$WT$PFE
$124M
120 positions
#3Pinnacle Holdings, LLCPassive
Some overlap · 4 shared positions
$KNTK$AXP$IBM$MCHB
$309M
233 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$AXP$IBM$UNP
$446M
104 positions
#5Good Harbor Advisors, Inc.Passive
Some overlap · 4 shared positions
$HUM$WT$PFE$UNP
$92M
82 positions
#6CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$HUM$WT$IBM$UNP
$184M
66 positions
#7Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$HUM$WT$IBM$AXP
$153M
344 positions
#8Peck Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$WT$IBM$AXP
$100M
122 positions
#9Shelter Mutual Insurance CoPassive
Some overlap · 4 shared positions
$AXP$IBM$PFE$UNP
$450M
58 positions
#10Midway Capital Research & ManagementPassive
Some overlap · 4 shared positions
$HUM$WT$PFE$AXP
$106M
117 positions
#11TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$AXP$WT$HUM$UNP
$283M
137 positions
#12Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$AXP$HUM$PFE$UNP
$110M
226 positions
#13Navis Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$WT$AXP$KYN
$196M
175 positions
#14Rodgers Brothers Inc.Passive
Some overlap · 4 shared positions
$AXP$IBM$MSA$UNP
$866M
242 positions
#15Columbia Asset ManagementActive
Some overlap · 4 shared positions
$IBM$HUM$PFE$UNP
$525M
170 positions
#16Bristlecone Value Partners, LLCPassive
Some overlap · 3 shared positions
$HUM$AXP$WT
$114M
68 positions
#17MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 3 shared positions
$HUM$AXP$WT
$136M
80 positions
#18CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$HUM$UNP$WT$AXP
$105M
80 positions
#19Addison Advisors LLCPassive
Some overlap · 4 shared positions
$HUM$WT$IBM$PFE
$452M
980 positions
#20Wolfstich Capital, LLCActive
Some overlap · 3 shared positions
$HUM$WT$IBM
$114M
45 positions
#21Fourthstone LLCActive
Some overlap · 3 shared positions
$PLBC$PKBK$CWBC
$590M
62 positions
#22Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$HUM$WT$PFE
$170M
48 positions
#23Barnett & Company, Inc.Passive
Some overlap · 3 shared positions
$KNTK$PFE$UNP
$129M
88 positions
#24JT Stratford LLCPassive
Some overlap · 3 shared positions
$HUM$WT$PFE
$786M
297 positions
#25Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$HUM$IBM$PFE
$180M
359 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.