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Hedge Funds Similar to ASSOCIATES

13F Portfolio OverlapQ2 2026ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

CAPITAL MANAGEMENT ASSOCIATES /NY/ is an institutional investor managing $78M across 44 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 ASSOCIATES are Firsthand, Wellington Shields, Reliant Investment, with shared positions in $BE, $ASML, $PWR, $PLTR, $BX, $APO. The full ranking of 25 similar funds is below.

#1Firsthand Capital Management, Inc.Active
Notable overlap · 4 shared positions
$BE$ASML$PWR$PLTR
$63M
54 positions
#2Wellington Shields Capital Management, LLCPassive
Notable overlap · 8 shared positions
$BE$PWR$BX$APO$LIN$MCK
$788M
334 positions
#3Reliant Investment Management, LLCPassive
Notable overlap · 6 shared positions
$PWR$CW$LIN$TMO$SLB$BE
$281M
55 positions
#4Gunderson Capital Management Inc.Active
Notable overlap · 6 shared positions
$ASML$PWR$CLS$MRVL$LNG$MP
$370M
52 positions
#5STOCK YARDS BANK & TRUST COActive
Notable overlap · 8 shared positions
$ASML$PWR$NEE$LIN$BLK$LNG
$3.5B
397 positions
#6Ducere Wealth Management LLCPassive
Notable overlap · 4 shared positions
$BE$ASML$PLTR$LNG
$333M
135 positions
#7Blue Chip Partners, LLCActive
Notable overlap · 4 shared positions
$PWR$ASML$BLK$NEE
$1.6B
184 positions
#8Heard Capital LLCActive
Notable overlap · 5 shared positions
$BE$PLTR$MRVL$APO$BX
$2.3B
21 positions
#9Westend Capital Management, LLCPassive
Notable overlap · 3 shared positions
$PWR$ASML$FCX
$437M
242 positions
#10PRAKASH INVESTMENT ADVISORS LLCPassive
Notable overlap · 5 shared positions
$BE$CLS$PLTR$MRVL$CEG
$174M
92 positions
#1111 Capital Partners LPActive
Notable overlap · 4 shared positions
$PWR$ASML$LIN$BX
$368M
22 positions
#12Marietta Wealth Management, LLCActive
Notable overlap · 6 shared positions
$ASML$LIN$BLK$NEE$TMO$BX
$971M
133 positions
#13Stanley Capital Management, LLCActive
Notable overlap · 4 shared positions
$BE$ASML$MCK$MRVL
$754M
37 positions
#14Citizens Business BankActive
Notable overlap · 5 shared positions
$PWR$PLTR$MRVL$TMO$LNG
$664M
139 positions
#15QP WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$BE$CW$PLTR
$70M
71 positions
#16Settian Capital LPActive
Notable overlap · 4 shared positions
$PWR$MCK$CEG$LNG
$156M
23 positions
#17GARRISON BRADFORD & ASSOCIATES INCActive
Notable overlap · 4 shared positions
$PWR$TMO$LNG$BX
$92M
35 positions
#18Smith, Salley & AssociatesPassive
Notable overlap · 6 shared positions
$ASML$TMO$LIN$NEE$MRVL$CW
$2.3B
275 positions
#19Hedeker Wealth, LLCPassive
Notable overlap · 6 shared positions
$ASML$PLTR$FCX$BX$BLK$CEG
$524M
92 positions
#20WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 6 shared positions
$BLK$LIN$NEE$CVS$TMO$ASML
$1.3B
73 positions
#21GUYASUTA INVESTMENT ADVISORS INCActive
Notable overlap · 4 shared positions
$ASML$PWR$LIN$TMO
$1.9B
276 positions
#22SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$ASML$BE$PWR
$26.9B
71 positions
#23Sandro Wealth Management LLCPassive
Notable overlap · 5 shared positions
$ASML$PWR$TMO$NEE$LIN
$138M
103 positions
#24NEVILLE RODIE & SHAW INCActive
Notable overlap · 4 shared positions
$PWR$TMO$NEE$BX
$1.5B
244 positions
#25VectorGlobal IAG, Inc.
Notable overlap · 5 shared positions
$ASML$MCK$CEG$PLTR$YMM
$385M
134 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.