How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to ASSOCIATES /NY/

13F Portfolio OverlapQ1 2026ASSOCIATES /NY/ portfolio →

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Most similar hedge funds by 13F overlap

CAPITAL MANAGEMENT ASSOCIATES /NY/ is an institutional investor managing $60M across 36 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 ASSOCIATES /NY/ are Gunderson, BERKSHIRE, PINNBROOK, with shared positions in $PWR, $GEV, $ASML, $AMAT, $PLTR, $LNG. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Passive

Notable overlap · 6 shared positions

$PWR $GEV $ASML $AMAT $PLTR $LNG

$239M

46 positions

#2BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 6 shared positions

$BE $GEV $ASML $AMAT $PLTR $PANW

$277M

114 positions

#3PINNBROOK CAPITAL MANAGEMENT LPActive

Notable overlap · 7 shared positions

$CW $AMAT $ROST $LIN $SLB $ASML

$384M

45 positions

#4Settian Capital LPActive

Notable overlap · 5 shared positions

$PWR $GEV $MCK $CEG $LNG

$143M

26 positions

#5Mendel Money ManagementPassive

Notable overlap · 6 shared positions

$GEV $PANW $IBM $LIN $PWR $TMO

$239M

137 positions

#6LaFleur & Godfrey LLCActive

Notable overlap · 7 shared positions

$PLTR $CEG $GEV $CW $TMO $NEE

$803M

141 positions

#7Reliant Investment Management, LLCPassive

Notable overlap · 6 shared positions

$PWR $IBM $LIN $TMO $SLB $BE

$207M

53 positions

#8Candelo Capital Management LPPassive

Notable overlap · 5 shared positions

$PWR $AMAT $LIN $CW $LNG

$121M

31 positions

#9GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 7 shared positions

$PWR $AMAT $ASML $LIN $TMO $PANW

$1.7B

268 positions

#10SEAVIEW INVESTMENT MANAGERS LLCPassive

Notable overlap · 6 shared positions

$MCK $IBM $ASML $CEG $TMO $BAC

$277M

73 positions

#11Legal Advantage Investments, Inc.Passive

Notable overlap · 5 shared positions

$ASML $PANW $PLTR $AMAT $TMO

$194M

79 positions

#12InTrack Investment Management IncPassive

Notable overlap · 6 shared positions

$PANW $PLTR $MCK $AMAT $NEE $APO

$175M

108 positions

#13Railway Pension Investments LtdActive

Notable overlap · 6 shared positions

$CEG $PANW $TMO $NEE $LNG $MCK

$7.0B

103 positions

#1411 Capital Partners LPActive

Notable overlap · 4 shared positions

$GEV $PWR $ASML $LIN

$348M

20 positions

#15CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$GEV $IBM $PLTR $NEE $CEG $BAC

$1.3B

118 positions

#16Munro PartnersActive

Notable overlap · 7 shared positions

$GEV $MCK $NEE $PWR $LIN $CW

$3.0B

59 positions

#17Tribune Investment Group LPActive

Notable overlap · 4 shared positions

$GEV $CW $BE $LIN

$261M

30 positions

#18Science & Technology Partners, L.P.Active

Notable overlap · 5 shared positions

$BE $PLTR $AMAT $ASML $GEV

$382M

43 positions

#19COATUE MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$GEV $CEG $AMAT $ASML

$29.1B

62 positions

#20Rithm Capital Corp.Active

Notable overlap · 4 shared positions

$GEV $PWR $CEG $NEE

$67M

38 positions

#21S.E.E.D. Planning Group LLCPassive

Notable overlap · 7 shared positions

$USB $LIN $TMO $NEE $LNG $AMAT

$344M

89 positions

#22London & Capital Asset Management LtdActive

Notable overlap · 7 shared positions

$GEV $IBM $TMO $SLB $LNG $USB

$9.2B

223 positions

#23Stanley Capital Management, LLCActive

Notable overlap · 5 shared positions

$MCK $BE $AMAT $ASML $BAC

$598M

40 positions

#24Main Street Research LLCActive

Notable overlap · 5 shared positions

$MCK $ASML $GEV $PLTR $PANW

$1.7B

148 positions

#25SFE Investment CounselPassive

Notable overlap · 6 shared positions

$PANW $USB $PWR $NEE $IBM $AMAT

$635M

143 positions

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View ASSOCIATES /NY/’s holdings

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.