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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
$MOD$AXP$UNP
$261M
121 positions
#5WISCONSIN CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$MOD$AXP$PEP
$211M
47 positions
#6Cadent Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$KYN$AXP$PEP
$485M
201 positions
#7Colter Lewis Investment Partners LLCActive
Slight overlap · 3 shared positions
$KYN$AXP$PEP
$225M
114 positions
#8HUTNER CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$252M
43 positions
#9JACOBS & CO/CAPassive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$1.2B
134 positions
#10HALL CAPITAL MANAGEMENT CO INCPassive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$321M
107 positions
#11Cohen Klingenstein LLCActive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$3.5B
207 positions
#12Shelter Mutual Insurance CoActive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$473M
58 positions
#13Minot DeBlois Advisors LLCPassive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$116M
240 positions
#14FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$670M
79 positions
#15Stokes Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$467M
118 positions
#16Bull Street Advisors, LLCPassive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$219M
95 positions
#17Constitution Capital LLCActive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$195M
62 positions
#18Piscataqua Savings BankPassive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$148M
412 positions
#19LETSON INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$273M
104 positions
#20Michael Brady & Co., LLCActive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$113M
58 positions
#21CHEMUNG CANAL TRUST COActive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$541M
111 positions
#22CAMBIAR INVESTORS LLCActive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$2.3B
150 positions
#23Matthew Goff Investment Advisor, LLCPassive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$593M
91 positions
#24Fruth Investment ManagementPassive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$421M
225 positions
#25Fiduciary Group, LLCPassive
Slight overlap · 3 shared positions
$AXP$UNP$PEP
$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.