What hedge funds are most similar to Aurdan Capital Management, LLC?

The funds with the most similar 13F portfolios to Aurdan Capital Management, LLC are Birch, PENINSULA ASSET, JGP Wealth, based on overlapping conviction holdings in the latest SEC filings.

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 Aurdan

13F Portfolio OverlapQ2 2026Aurdan portfolio →

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Most similar hedge funds by 13F overlap

Aurdan Capital Management, LLC is an institutional investor managing $394M across 99 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 Aurdan are Birch, PENINSULA ASSET, JGP Wealth, with shared positions in $GWW, $AMGN, $COR, $ITW, $LOW, $ADP. The full ranking of 25 similar funds is below.

#1Birch Capital Management, LLCPassive

Notable overlap · 4 shared positions

$GWW $AMGN $COR $ITW

$205M

79 positions

#2PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$GWW $LOW $ADP $SYY $ABT $AFL

$209M

54 positions

#3JGP Wealth Management, LLCActive

Notable overlap · 9 shared positions

$GWW $AMGN $ADP $LOW $ITW $APD

$1.1B

231 positions

#4R.H. Investment Group, LLCActive

Notable overlap · 4 shared positions

$PM $AMGN $ADP $USB

$133M

47 positions

#5BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$LOW $AMGN $ADP $ITW $APD $PNC

$235M

33 positions

#6Somerset Trust CoPassive

Notable overlap · 8 shared positions

$AMGN $LOW $ITW $ADP $ABT $APD

$354M

186 positions

#7Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$PM $GWW $MO $LOW

$1.2B

127 positions

#8Kinsale Capital Group, Inc.Active

Notable overlap · 5 shared positions

$PM $AMGN $GWW $MRSH $DIS

$754M

41 positions

#9Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$STT $ABT $APD $AMGN $LOW $ADP

$108M

52 positions

#10Holland Advisory Services, Inc.Active

Notable overlap · 4 shared positions

$PM $AMGN $MO $DIS

$91M

49 positions

#11First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$PM $ADP $AMGN $LOW $ABT $USB

$1.4B

73 positions

#12AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PM $MO $LOW $AFL $CVS $ABT

$745M

184 positions

#13BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$LOW $AMGN $ITW $ABT $APD $ADP

$346M

113 positions

#14InvesTrustPassive

Notable overlap · 8 shared positions

$PM $ADP $ITW $APD $USB $CVS

$260M

95 positions

#15GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 6 shared positions

$AMGN $LOW $GWW $ITW $AFL $CVS

$906M

153 positions

#16Curated Wealth Partners LLCActive

Notable overlap · 4 shared positions

$GWW $PNC $PM $ABT

$1.3B

838 positions

#17First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$LOW $PM $AMGN $HON $HONA $DIS

$529M

75 positions

#18Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$AMGN $LOW $ADP $ITW $HON $HONA

$181M

50 positions

#19Weinberger Asset Management, IncActive

Notable overlap · 4 shared positions

$PM $MO $STT $KMI

$312M

101 positions

#20Smith Partners Wealth Management, LLCActive

Notable overlap · 3 shared positions

$PM $LOW $MO

$126M

73 positions

#21MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$GWW $COR $LOW $ADP $AMGN $ABT

$857M

166 positions

#22Allied Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$STT $LOW $SYY $ABT $USB

$797M

110 positions

#23KANAWHA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$LOW $ADP $ITW $ABT $USB $APD

$1.5B

228 positions

#24FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$ROST $MCHP $ITW

$4.8B

92 positions

#25Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 7 shared positions

$MCHP $ADP $MRSH $PM $ABT $USB

$449M

45 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.