13F Pro

Hedge Funds Similar to CONTINENTAL INVESTORS SERVICES

13F Portfolio OverlapQ2 2026CONTINENTAL INVESTORS SERVICES portfolio →
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Most similar hedge funds by 13F overlap

CONTINENTAL INVESTORS SERVICES, INC. is an institutional investor managing $128M across 81 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 CONTINENTAL INVESTORS SERVICES are PACIFIC HEIGHTS ASSET, SCHAPER BENZ & WISE INVESTMENT COUNSEL, Westwind, with shared positions in $PLTR, $TPL, $CP, $IDXX, $SBUX, $SYK. The full ranking of 25 similar funds is below.

#1PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PLTR$TPL$CP
$3.2B
77 positions
#2SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$IDXX$PLTR$SBUX$SYK$ISRG
$1.5B
160 positions
#3Westwind CapitalPassive
Some overlap · 3 shared positions
$TPL$PLTR$ISRG
$422M
77 positions
#4IFS Group,LLCPassive
Some overlap · 3 shared positions
$TPL$LNG$PLTR
$73M
87 positions
#5Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$IDXX$WAB$SBUX$SYK
$1.0B
83 positions
#6Aster Capital Management (DIFC) LtdPassive
Some overlap · 4 shared positions
$PLTR$SBUX$SYK$IDXX
$470M
808 positions
#7KIECKHEFER GROUP LLCSmart money
Some overlap · 3 shared positions
$PLTR$LNG$ISRG
$246M
65 positions
#8Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$PLTR$LNG$WAB
$120M
92 positions
#9Watchman Group, Inc.Active
Some overlap · 3 shared positions
$TPL$WAB$SYK
$447M
73 positions
#10KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$IDXX$PLTR$ISRG
$134M
103 positions
#11MERIDIAN MANAGEMENT COActive
Some overlap · 3 shared positions
$TPL$CSX$ISRG
$446M
84 positions
#12Harvest Portfolios Group Inc.Active
Some overlap · 3 shared positions
$PLTR$SYK$ISRG
$7.1B
267 positions
#13McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$PLTR$SYK$ISRG
$1.1B
137 positions
#14Medallion Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CP$CSX$WAB$ISRG
$317M
1,220 positions
#15Sun Group Wealth PartnersPassive
Some overlap · 3 shared positions
$PLTR$LNG$TPL
$147M
81 positions
#16MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$PLTR$CSX$SBUX
$140M
63 positions
#17MOGY JOEL R INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$IDXX$SYK$ISRG$SBUX
$1.7B
121 positions
#18Kapstone Financial Advisors LLCActive
Some overlap · 3 shared positions
$PLTR$CSX$CAH
$239M
175 positions
#19Atlas Wealth Partners, LLCActive
Some overlap · 3 shared positions
$TPL$ISRG$SYK
$92M
64 positions
#20Martin Capital Advisors, LLPActive
Some overlap · 4 shared positions
$IDXX$SBUX$ISRG$SYK
$191M
77 positions
#21Seneschal Advisors, LLCActive
Some overlap · 3 shared positions
$TPL$SBUX$PLTR
$146M
596 positions
#22Mascagni Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$PLTR$SYK$CSX
$161M
142 positions
#23Long Road Investment Counsel, LLCActive
Some overlap · 3 shared positions
$IDXX$SBUX$SYK
$271M
80 positions
#24LGT CAPITAL PARTNERS LTD.Active
Some overlap · 4 shared positions
$IDXX$SYK$ISRG$WAB
$2.0B
38 positions
#25Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 4 shared positions
$SBUX$PLTR$SYK$ISRG
$616M
1,040 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.