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 Founders

13F Portfolio OverlapQ2 2026Founders portfolio →

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Most similar hedge funds by 13F overlap

Founders Capital Management is an institutional investor managing $231M across 420 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 Founders are Eliot Finkel Investment Counsel, SHUFRO ROSE, Werlinich Asset, with shared positions in $GLW, $LMT, $MCD, $PEP, $TXN, $NOC. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$GLW $LMT $MCD $PEP

$214M

33 positions

#2SHUFRO ROSE & CO LLCActive

Notable overlap · 3 shared positions

$GLW $TXN $PEP

$1.7B

315 positions

#3Werlinich Asset Management, LLCActive

Notable overlap · 3 shared positions

$GLW $LMT $NOC

$262M

58 positions

#4Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 3 shared positions

$GLW $LMT $MCD

$327M

94 positions

#5VALICENTI ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$GLW $NOC $MCD $LOW $PEP

$530M

83 positions

#6Karras Company, Inc.Active

Notable overlap · 3 shared positions

$GLW $LMT $EPD

$110M

61 positions

#7Evergreen Quality Fund GP, Ltd.Active

Notable overlap · 3 shared positions

$GLW $TXN $SNDK

$6.2B

43 positions

#8FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 3 shared positions

$GLW $NOC $TXN

$206M

80 positions

#9Hanson & Doremus Investment ManagementActive

Notable overlap · 4 shared positions

$GLW $SLB $BA $VLO

$983M

484 positions

#10Anther Capital LtdSmart money

Notable overlap · 3 shared positions

$GLW $WDC $SNDK

$3.9B

21 positions

#11Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 3 shared positions

$GLW $LMT $BA

$1.1B

34 positions

#12JOHN G ULLMAN & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$GLW $SLB $WDC

$824M

181 positions

#13Grand Alliance Asset Management LtdActive

Notable overlap · 3 shared positions

$GLW $WDC $SNDK

$167M

15 positions

#14UNITED BANKActive

Notable overlap · 5 shared positions

$GLW $MCD $LMT $TXN $PEP

$853M

130 positions

#15Royal Palms Capital LLCPassive

Some overlap · 4 shared positions

$GLW $EPD $VLO $TXN

$114M

57 positions

#16Tairen Capital LtdActive

Some overlap · 3 shared positions

$GLW $SLB $SNDK

$1.1B

44 positions

#17Abbot Financial Management, Inc.Passive

Some overlap · 4 shared positions

$GLW $LMT $MCD $TXN

$293M

141 positions

#18Cambridge Advisors Inc.Active

Some overlap · 4 shared positions

$GLW $BITW $LOW $PEP

$582M

183 positions

#19TRUST CO OF VIRGINIA /VAPassive

Some overlap · 4 shared positions

$GLW $NOC $LOW $PEP

$1.3B

226 positions

#20RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$GLW $MCD $SLB $VLO

$1.1B

90 positions

#21BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 3 shared positions

$GLW $LMT $MCD

$515M

142 positions

#22Piscataqua Savings BankPassive

Some overlap · 4 shared positions

$GLW $MCD $TXN $PEP

$148M

412 positions

#23OMC Financial Services LTDActive

Some overlap · 4 shared positions

$GLW $MCD $LMT $LOW

$302M

61 positions

#24CHEMUNG CANAL TRUST COActive

Some overlap · 3 shared positions

$GLW $MCD $PEP

$541M

111 positions

#25CORDA Investment Management, LLC.Active

Some overlap · 3 shared positions

$GLW $MCD $PEP

$1.6B

85 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.