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Hedge Funds Similar to Canton Hathaway

13F Portfolio OverlapQ2 2026Canton Hathaway portfolio →
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Most similar hedge funds by 13F overlap

Canton Hathaway, LLC is an institutional investor managing $522M across 283 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 Canton Hathaway are Wellington Shields, ASSOCIATES, Avalon, with shared positions in $BE, $QXO, $PWR, $BX, $UBER, $SLV. The full ranking of 25 similar funds is below.

#1Wellington Shields Capital Management, LLCPassive
Notable overlap · 8 shared positions
$BE$QXO$PWR$BX$UBER$SLV
$788M
334 positions
#2CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 7 shared positions
$BE$CEG$PWR$BX$NEE$BLK
$78M
44 positions
#3Avalon Trust CoActive
Some overlap · 7 shared positions
$BE$DHR$PWR$LOW$PNC$AON
$1.6B
462 positions
#4Firsthand Capital Management, Inc.Active
Some overlap · 4 shared positions
$BE$PWR$UBER$GLW
$63M
54 positions
#5PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$BE$CEG$GLW$NOW$SPOT
$174M
92 positions
#6MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$BE$ETN$FAST$SPOT
$582M
170 positions
#7Essential Investment Partners LLCPassive
Some overlap · 3 shared positions
$BE$BX$WM
$125M
312 positions
#8Ducere Wealth Management LLCPassive
Some overlap · 3 shared positions
$BE$UBER$NOW
$333M
135 positions
#9BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 3 shared positions
$BE$GLW$NOW
$462M
122 positions
#10Aragon Global Management, LPActive
Some overlap · 3 shared positions
$BE$SLV$MS
$264M
23 positions
#11Marathon Trading Investment Management LLCActive
Some overlap · 3 shared positions
$BE$SLV$NOW
$3.2B
278 positions
#12SOMA EQUITY PARTNERS LPActive
Some overlap · 3 shared positions
$BE$UBER$SPOT
$1.4B
24 positions
#13Westwind CapitalPassive
Some overlap · 4 shared positions
$BE$NEE$MS$NOW
$422M
77 positions
#14SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BE$PWR$SPOT
$26.9B
71 positions
#15TORRAY LLCActive
Some overlap · 5 shared positions
$BE$CEG$BX$NEE$NOW
$741M
91 positions
#16Robeco Schweiz AGActive
Some overlap · 6 shared positions
$BE$DHR$PWR$WM$GLW$TMO
$6.2B
126 positions
#17Ratan Capital Management LPActive
Some overlap · 4 shared positions
$BE$DHR$TMO$NOW
$310M
47 positions
#18WEBSTER BANK, N. A.Passive
Some overlap · 9 shared positions
$DHR$ETN$WM$UBER$CEG$GLW
$1.2B
698 positions
#19Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$BE$PWR$ETN$NEE
$129M
94 positions
#20NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 9 shared positions
$DHR$PWR$BX$WM$NEE$LOW
$2.7B
200 positions
#21TREMBLANT CAPITAL GROUPActive
Some overlap · 3 shared positions
$BE$UBER$SPOT
$3.5B
58 positions
#22Broyhill Asset Management, LLCPassive
Some overlap · 7 shared positions
$SLV$BX$UBER$NEE$MS$NOW
$112M
77 positions
#23Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$BE$GLW$PWR
$375M
75 positions
#24Chicago Capital, LLCActive
Some overlap · 4 shared positions
$BE$PWR$UBER$NOW
$4.2B
361 positions
#25SFE Investment CounselPassive
Some overlap · 7 shared positions
$DHR$PWR$ETN$BX$UBER$NEE
$742M
152 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.