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 CAPE ANN SAVINGS BANK

13F Portfolio OverlapQ1 2026CAPE ANN SAVINGS BANK portfolio →

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Most similar hedge funds by 13F overlap

CAPE ANN SAVINGS BANK is an institutional investor managing $199M across 121 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 CAPE ANN SAVINGS BANK are ROGCO,, Chemistry Wealth, ANDERSON HOAGLAND &, with shared positions in $IAU, $UPST, $MCD, $BAC, $IBM, $AEP. The full ranking of 25 similar funds is below.

#1ROGCO, LPActive

Notable overlap · 8 shared positions

$IAU $UPST $MCD $BAC $IBM $AEP

$300M

205 positions

#2Chemistry Wealth Management LLCPassive

Notable overlap · 5 shared positions

$IAU $UPST $BAC $MKL $DE

$569M

204 positions

#3ANDERSON HOAGLAND & COPassive

Notable overlap · 6 shared positions

$IAU $UPST $CMI $BAC $WT $IBM

$1.2B

136 positions

#4Impact Investors, IncPassive

Notable overlap · 3 shared positions

$IAU $UPST $AMAT

$144M

106 positions

#5Kure Advisory, LLCActive

Notable overlap · 4 shared positions

$IAU $UPST $CMI $MDT

$184M

56 positions

#6NORTH DALLAS BANK & TRUST COPassive

Notable overlap · 11 shared positions

$IAU $NEE $GD $MS $CMI $MAR

$148M

109 positions

#7Strategic Point Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $UPST $MAR

$688M

35 positions

#8Altiora Financial Group, LLCActive

Notable overlap · 4 shared positions

$UPST $IAU $NEE $BAC

$607M

110 positions

#9Wealth Dimensions Group, Ltd.Active

Notable overlap · 3 shared positions

$IAU $UPST $MCD

$508M

170 positions

#10LifePlan Financial, LLCPassive

Notable overlap · 5 shared positions

$IAU $AMAT $GD $MCD $MDT

$135M

83 positions

#11FORBES J M & CO LLPActive

Notable overlap · 5 shared positions

$IAU $NEE $BAC $ICE $IBM

$1.2B

150 positions

#12MBA Advisors LLCPassive

Notable overlap · 6 shared positions

$IAU $UPST $WT $MCD $IBM $MKL

$260M

146 positions

#13Pacific Park Financial, Inc.Active

Notable overlap · 4 shared positions

$IAU $UPST $MS $MAR

$153M

73 positions

#14Modus Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $NEE $MS $MCD

$363M

117 positions

#15CHATHAM CAPITAL GROUP, INC.Passive

Notable overlap · 6 shared positions

$IAU $MAR $AMAT $MCD $ICE $MKL

$689M

198 positions

#16Rachor Investment Advisory Services, LLCActive

Notable overlap · 4 shared positions

$IAU $CMI $NEE $BAC

$190M

464 positions

#17Mechanics Financial CorpPassive

Notable overlap · 9 shared positions

$UPST $GD $NEE $MCD $DE $IBM

$239M

232 positions

#18Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $NEE $MCD $MDT

$218M

69 positions

#19North Berkeley Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $AMAT $MS $IBM

$189M

73 positions

#20Purkiss Capital Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $BAC $NEE $AEP

$227M

168 positions

#21Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 6 shared positions

$IAU $MAR $WT $NEE $IBM $DE

$589M

138 positions

#22Forza Wealth Management, LLCPassive

Some overlap · 4 shared positions

$IAU $MS $GD $IBM

$287M

188 positions

#23CPA Asset Management LLCActive

Some overlap · 4 shared positions

$IAU $NEE $MCD $MS

$298M

99 positions

#24Financial Harvest, LLCActive

Some overlap · 4 shared positions

$IAU $MCD $WT $IBM

$170M

57 positions

#25Excelsior Advisor Network LLCPassive

Some overlap · 7 shared positions

$IAU $UPST $NEE $BAC $IBM $AEP

$263M

226 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.