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 BEESE FULMER INVESTMENT

13F Portfolio OverlapQ3 2026BEESE FULMER INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

BEESE FULMER INVESTMENT MANAGEMENT, INC. is an institutional investor managing $1.8B across 356 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BEESE FULMER INVESTMENT are VISTA INVESTMENT PARTNERS II, Ayrshire, VISTA INVESTMENT PARTNERS, with shared positions in $KLAC, $DELL, $TJX, $ORLY, $CB, $ANET. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 5 shared positions

$KLAC $DELL $TJX $ORLY $CB

$248M

158 positions

#2Ayrshire Capital Management LLCPassive

Notable overlap · 7 shared positions

$KLAC $TJX $ANET $ETN $LIN $ICE

$219M

50 positions

#3VISTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 5 shared positions

$KLAC $DELL $ORLY $TJX $CB

$384M

166 positions

#4FORTEM FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$DELL $KLAC $CMI $ANET

$487M

190 positions

#5Vivid Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KLAC $TJX $ANET $ETN $PM $UNP

$280M

73 positions

#6Teamwork Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ANET $ETN $TJX $PM $UNP

$908M

182 positions

#7Gunderson Capital Management Inc.Active

Notable overlap · 3 shared positions

$DELL $KLAC $ANET

$359M

54 positions

#8Kendall Capital ManagementPassive

Notable overlap · 3 shared positions

$DELL $KLAC $CMI

$605M

233 positions

#9GLR Partners, LLCPassive

Notable overlap · 5 shared positions

$KLAC $CMI $ANET $ORLY $LIN

$215M

111 positions

#10NICHOLAS COMPANY, INC.Active

Notable overlap · 7 shared positions

$ORLY $TJX $ETN $KLAC $SYK $MCD

$5.5B

195 positions

#11EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 6 shared positions

$KLAC $CMI $CB $ETN $SYK $DIS

$799M

156 positions

#12Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$DELL $CMI $TJX $ETN

$710M

193 positions

#13Acumen Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$DELL $KLAC $ANET $ETN $TJX

$472M

493 positions

#14BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ANET $TJX $ETN $UNP

$436M

104 positions

#15Robbins FarleyPassive

Notable overlap · 5 shared positions

$DELL $TJX $ANET $ETN $DIS

$262M

158 positions

#16Blue Chip Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $TJX $ETN $PM $ICE

$1.6B

184 positions

#17Invera Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$CMI $TJX $ETN $CB $EW $UNP

$186M

132 positions

#18NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 6 shared positions

$KLAC $ETN $TJX $LIN $SYK $UNP

$2.3B

156 positions

#19Blom & Howell Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$DELL $CMI $TJX $ORLY

$120M

67 positions

#20Hudson Canyon Capital ManagementPassive

Notable overlap · 4 shared positions

$DELL $TJX $ETN $DHI

$187M

50 positions

#21HOWE & RUSLING INCPassive

Notable overlap · 7 shared positions

$TJX $KLAC $PM $SYK $MCD $UNP

$1.7B

479 positions

#22FORBES J M & CO LLPActive

Notable overlap · 7 shared positions

$TJX $ANET $ETN $LIN $UNP $ICE

$1.3B

157 positions

#23LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KLAC $TJX $ORLY $ANET

$218M

80 positions

#24PLIMOTH TRUST CO LLCPassive

Notable overlap · 6 shared positions

$DELL $CB $ETN $MCD $TJX $LIN

$537M

178 positions

#25Titan Investment Solutions LtdActive

Notable overlap · 6 shared positions

$CMI $ANET $PM $LIN $SYK $EW

$894M

60 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.