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Hedge Funds Similar to Flagship

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

Flagship Capital Management Inc. is an institutional investor managing $158M across 50 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 Flagship are CUTLER INVESTMENT COUNSEL, VIRGINIA WEALTH GROUP, Hudson Portfolio, with shared positions in $BLK, $CVS, $VZ, $PSX, $LEN, $Q. The full ranking of 25 similar funds is below.

#1CUTLER INVESTMENT COUNSEL LLCActive
Notable overlap · 6 shared positions
$BLK$CVS$VZ$PSX$LEN$Q
$1.1B
157 positions
#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 4 shared positions
$BLK$PSX$AMGN$VZ
$201M
57 positions
#3Hudson Portfolio Management LLCPassive
Notable overlap · 5 shared positions
$CVS$TD$VZ$AMGN$CCZ
$132M
117 positions
#4RNC CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$CVS$PSX$BLK$CCZ
$2.4B
181 positions
#5Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$VZ$PSX$NKE
$272M
72 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$BLK$PSX$AMGN
$529M
75 positions
#7Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$AMGN$PSX$LEN$VZ
$229M
166 positions
#8Platform Wealth Management, LLCActive
Some overlap · 3 shared positions
$BLK$CVS$NKE
$273M
57 positions
#9LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$CVS$VZ$EXPE$NKE$CCZ
$143M
89 positions
#10Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$AMGN$PSX$VZ
$112M
85 positions
#11PORTLAND INVESTMENT COUNSEL INC.Active
Some overlap · 3 shared positions
$TD$VZ$UBER
$358M
58 positions
#12Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$AMGN$CVS$PSX$TD$VZ
$723M
260 positions
#13F&V Capital Management, LLCPassive
Some overlap · 3 shared positions
$CVS$PSX$VZ
$542M
63 positions
#14OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$AMGN$PSX$BLK
$183M
31 positions
#15LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 4 shared positions
$TD$CVS$VZ$CCZ
$6.8B
112 positions
#16Prana Capital Management, LPActive
Some overlap · 3 shared positions
$BLK$HCA$LEN
$3.3B
122 positions
#17Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$BLK$NKE
$787M
107 positions
#18Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$TD$VZ$AMGN
$1.0B
204 positions
#19Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$TD$AMGN$PSX$CCZ$WTRG
$111M
62 positions
#20GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$TD$AMGN$BLK
$1.2B
383 positions
#21American Investment Services, Inc.Active
Some overlap · 3 shared positions
$AMGN$VZ$NKE
$473M
133 positions
#22WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$BLK$CVS$NKE$AMGN$Q
$1.3B
73 positions
#23DCM Advisors, LLCActive
Some overlap · 5 shared positions
$CVS$PSX$NKE$VZ$CCZ
$253M
38 positions
#24Navalign, LLCActive
Some overlap · 4 shared positions
$AMGN$BLK$UBER$PSX
$429M
132 positions
#25Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$AMGN$VZ$LEN$UBER
$47.7B
212 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.