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Hedge Funds Similar to General Partner

13F Portfolio OverlapQ3 2026General Partner portfolio →
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Most similar hedge funds by 13F overlap

General Partner, Inc. is an institutional investor managing $187M across 168 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to General Partner are HOWE & RUSLING, Brentview Investment, BRIGHT ROCK, with shared positions in $NEE, $UNP, $TJX, $PM, $MCD, $PEP. The full ranking of 25 similar funds is below.

#1HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$NEE$UNP$TJX$PM$MCD$PEP
$1.7B
479 positions
#2Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$NEE$UNP$TJX$PM$PEP
$253M
63 positions
#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$NEE$UNP$TJX$FAST$PEP
$529M
72 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$UNP$TJX$MCD$PEP
$455M
118 positions
#5HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$NEE$UNP$TJX$MCD$PEP
$321M
107 positions
#6CAPITAL CITY TRUST CO/FLPassive
Some overlap · 5 shared positions
$UNP$NEE$TJX$PM$MCD
$484M
118 positions
#7Finivi Inc.Passive
Some overlap · 5 shared positions
$NEE$UNP$MDY$PM$MCD
$210M
112 positions
#8SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$NEE$UNP$TJX$PM
$145M
43 positions
#9Kennebec Savings BankPassive
Some overlap · 6 shared positions
$UNP$MDY$PM$NEE$MCD$PEP
$126M
263 positions
#10CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 5 shared positions
$UNP$NEE$TJX$MCD$PEP
$1.2B
203 positions
#11WHALEROCK POINT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$UNP$TJX$NEE$MCD$MDY$PEP
$587M
207 positions
#12Haverford Trust CoActive
Some overlap · 5 shared positions
$NEE$TJX$PM$MCD$PEP
$11.6B
424 positions
#13FARMERS TRUST CO
Some overlap · 5 shared positions
$NEE$UNP$PM$MCD$PEP
$637M
203 positions
#14First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$NEE$UNP$PM$MCD
$529M
75 positions
#15FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$NEE$UNP$TJX$PEP
$1.3B
157 positions
#16Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$NEE$UNP$TJX$MCD
$170M
61 positions
#17TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$NEE$UNP$PM$PEP
$798M
187 positions
#18TRED AVON FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$GBDC$NEE$MCD$PM$TJX$PEP
$329M
261 positions
#19SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 4 shared positions
$NEE$UNP$MCD$PEP
$643M
215 positions
#20BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$NEE$UNP$TJX$PM
$171M
116 positions
#21KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$NEE$PM$MCD$PEP
$72M
73 positions
#22ROCKLAND TRUST COPassive
Some overlap · 4 shared positions
$NEE$UNP$TJX$PEP
$2.6B
320 positions
#23Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$NEE$TJX$MDY$MCD$PEP
$1.0B
160 positions
#24NBT BANK N A /NYPassive
Some overlap · 6 shared positions
$TJX$UNP$MDY$MCD$NEE$PEP
$1.5B
571 positions
#25NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$NEE$UNP$TJX$MCD
$2.7B
200 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.