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 COD FIVE CENTS SAVINGS BANK

13F Portfolio OverlapQ2 2026CAPE COD FIVE CENTS SAVINGS BANK portfolio →

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Most similar hedge funds by 13F overlap

CAPE COD FIVE CENTS SAVINGS BANK is an institutional investor managing $1.2B across 203 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 CAPE COD FIVE CENTS SAVINGS BANK are Stokes Advisors, Bath Savings, Palisade Asset, with shared positions in $SYK, $UNP, $NEE, $MCD, $TJX, $PEP. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$SYK $UNP $NEE $MCD $TJX $PEP

$467M

118 positions

#2Bath Savings Trust CoActive

Notable overlap · 9 shared positions

$SYK $APH $NEE $TJX $ECL $ADP

$965M

177 positions

#3Palisade Asset Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $MCD $TJX $ECL $SYK $PEP

$1.1B

204 positions

#4WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 8 shared positions

$SYK $NEE $MCD $TJX $ECL $APH

$947M

155 positions

#5YHB Investment Advisors, Inc.Passive

Notable overlap · 9 shared positions

$APH $AMGN $SYK $ECL $TJX $FTNT

$1.6B

314 positions

#6DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$SNPS $AMGN $SYK $ECL $FTNT $LMT

$124M

100 positions

#7First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$AMGN $APH $NEE $ADP $PEP $MCD

$1.4B

73 positions

#8BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$AMGN $SYK $APH $TJX $PEP $MCD

$346M

113 positions

#9Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$SNPS $AMGN $MCD $TJX $LMT

$358M

74 positions

#10HOWE & RUSLING INCPassive

Notable overlap · 8 shared positions

$NEE $TJX $UNP $SYK $MCD $PEP

$1.7B

479 positions

#11Midway Capital Research & ManagementActive

Notable overlap · 6 shared positions

$SNPS $SYK $APH $NEE $MCD $MSCI

$126M

114 positions

#12BOSTON FAMILY OFFICE LLCActive

Notable overlap · 8 shared positions

$SYK $UNP $NEE $ECL $ADP $MRSH

$1.6B

314 positions

#13Advance Capital Management, Inc.Smart money

Notable overlap · 5 shared positions

$GLTR $AMGN $APH $TJX $MCD

$3.1B

197 positions

#14JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 9 shared positions

$SYK $APH $MCD $TJX $KLAC $MRSH

$4.1B

83 positions

#15BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$APH $UNP $NEE $TJX $PEP $ECL

$499M

73 positions

#16SlateStone Wealth, LLCPassive

Notable overlap · 7 shared positions

$APH $AMGN $NEE $PEP $LMT $ADP

$1.3B

296 positions

#17JLB & ASSOCIATES INCPassive

Notable overlap · 7 shared positions

$AMGN $APH $TJX $PEP $KLAC $SYK

$748M

68 positions

#18HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$AMGN $APH $UNP $NEE $TJX $ADP

$410M

53 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$UNP $NEE $MCD $TJX $PEP $LMT

$321M

107 positions

#20Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$GLTR $UNP $MCD

$379M

87 positions

#21RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 7 shared positions

$APH $NEE $MCD $TJX $PEP $SYK

$794M

188 positions

#22LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$AMGN $SYK $UNP $MCD $PEP $ADP

$273M

104 positions

#23Stegent Equity Advisors, Inc.Passive

Notable overlap · 3 shared positions

$GLTR $KLAC $LMT

$140M

112 positions

#24Union Heritage Capital, LLCPassive

Notable overlap · 7 shared positions

$APH $SYK $PEP $LMT $AMGN $TJX

$295M

65 positions

#25Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$AMGN $SYK $NEE $PEP $LMT $ADP

$181M

50 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.