Hedge Funds Similar to CALDWELL SUTTER

13F Portfolio OverlapQ2 2026CALDWELL SUTTER portfolio →

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Most similar hedge funds by 13F overlap

CALDWELL SUTTER CAPITAL, INC. is an institutional investor managing $265M across 930 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 CALDWELL SUTTER are Siena Partners GP, Pinnacle, BANC FUNDS, with shared positions in $PLBC, $PKBK, $CWBC, $BANR, $MCHB, $KNTK. The full ranking of 25 similar funds is below.

#1Siena Capital Partners GP, LLCPassive

Some overlap · 5 shared positions

$PLBC $PKBK $CWBC $BANR $MCHB

$413M

101 positions

#2Pinnacle Holdings, LLCPassive

Some overlap · 3 shared positions

$KNTK $AXP $MCHB

$324M

237 positions

#3BANC FUNDS CO LLCActive

Slight overlap · 3 shared positions

$FSUN $CWBC $INBK

$605M

92 positions

#4TEALWOOD ASSET MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$251M

122 positions

#5WISCONSIN CAPITAL MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$211M

47 positions

#6Cadent Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$466M

186 positions

#7Colter Lewis Investment Partners LLCActive

Slight overlap · 3 shared positions

$225M

114 positions

#8HUTNER CAPITAL MANAGEMENT INCActive

Slight overlap · 3 shared positions

$252M

43 positions

#9JACOBS & CO/CAPassive

Slight overlap · 3 shared positions

$1.2B

132 positions

#10HALL CAPITAL MANAGEMENT CO INCPassive

Slight overlap · 3 shared positions

$321M

107 positions

#11Cohen Klingenstein LLCActive

Slight overlap · 3 shared positions

$3.5B

206 positions

#12Shelter Mutual Insurance CoActive

Slight overlap · 3 shared positions

$473M

58 positions

#13Minot DeBlois Advisors LLCPassive

Slight overlap · 3 shared positions

$116M

240 positions

#14FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Slight overlap · 3 shared positions

$684M

81 positions

#15Stokes Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$455M

118 positions

#16Bull Street Advisors, LLCPassive

Slight overlap · 3 shared positions

$221M

92 positions

#17Constitution Capital LLCActive

Slight overlap · 3 shared positions

$215M

62 positions

#18Piscataqua Savings BankPassive

Slight overlap · 3 shared positions

$146M

410 positions

#19LETSON INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$273M

104 positions

#20Michael Brady & Co., LLCActive

Slight overlap · 3 shared positions

$110M

55 positions

#21CHEMUNG CANAL TRUST COActive

Slight overlap · 3 shared positions

$541M

111 positions

#22CAMBIAR INVESTORS LLCActive

Slight overlap · 3 shared positions

$2.3B

150 positions

#23Matthew Goff Investment Advisor, LLCPassive

Slight overlap · 3 shared positions

$672M

107 positions

#24Fruth Investment ManagementPassive

Slight overlap · 3 shared positions

$409M

224 positions

#25Fiduciary Group, LLCPassive

Slight overlap · 3 shared positions

$1.3B

305 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.