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 Hexagon Partners

13F Portfolio OverlapQ2 2026Hexagon Partners portfolio →

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Most similar hedge funds by 13F overlap

Hexagon Capital Partners LLC is an institutional investor managing $711M across 268 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 Hexagon Partners are Disciplined Investments, Horrell, GREENWOOD GEARHART, with shared positions in $JBHT, $EPD, $VZ, $DDS, $TSN, $UPS. The full ranking of 25 similar funds is below.

#1Disciplined Investments, LLCPassive

Notable overlap · 3 shared positions

$JBHT $EPD $VZ

$310M

144 positions

#2Horrell Capital Management, Inc.Active

Notable overlap · 4 shared positions

$JBHT $DDS $TSN $UPS

$219M

196 positions

#3GREENWOOD GEARHART INCActive

Some overlap · 3 shared positions

$JBHT $TSN $WFC

$2.1B

168 positions

#4Eldred Rock Partners, LLCActive

Some overlap · 3 shared positions

$JBHT $COF $WFC

$465M

29 positions

#5Newport Trust Company, LLCActive

Some overlap · 3 shared positions

$DDS $COF $PM

$41.5B

63 positions

#6Ipsen Advisor Group LLCPassive

Slight overlap · 3 shared positions

$JBHT $NEE $UPS

$155M

107 positions

#7Adams Asset Advisors, LLCActive

Slight overlap · 6 shared positions

$EPD $VZ $UPS $PFE $MO $WFC

$882M

88 positions

#8Optimist Retirement Group LLCActive

Slight overlap · 5 shared positions

$EPD $VZ $PM $PFE $MO

$259M

118 positions

#9AR ASSET MANAGEMENT INCActive

Slight overlap · 5 shared positions

$EPD $VZ $PM $PFE $MO

$546M

122 positions

#10SHRIER WEALTH MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$EPD $VZ $PM $UPS $WFC

$296M

134 positions

#11TECTONIC ADVISORS LLCPassive

Slight overlap · 5 shared positions

$EPD $VZ $DUK $PFE $MO

$2.1B

289 positions

#12LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Slight overlap · 5 shared positions

$EPD $VZ $UPS $PFE $WFC

$489M

244 positions

#13BCM ADVISORS, LLCSmart money

Slight overlap · 3 shared positions

$EPD $JBHT $DUK

$514M

80 positions

#14FLC Capital AdvisorsPassive

Slight overlap · 5 shared positions

$EPD $PM $NEE $UPS $PFE

$622M

236 positions

#15Kelsey Financial, LLCActive

Slight overlap · 5 shared positions

$EPD $VZ $PFE $COF $WFC

$132M

65 positions

#16WP Advisors, LLCActive

Slight overlap · 5 shared positions

$EPD $PM $PFE $MO $WFC

$413M

119 positions

#17NEW WAVE WEALTH ADVISORS LLCPassive

Slight overlap · 4 shared positions

$JBHT $TSN $VZ $COF

$367M

204 positions

#18HUTNER CAPITAL MANAGEMENT INCActive

Slight overlap · 5 shared positions

$EPD $PM $MO $WFC $UPS

$252M

43 positions

#19Pathway Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$EPD $VZ $PM $DUK

$397M

167 positions

#20C2C Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$EPD $VZ $PM $WFC

$128M

95 positions

#21R.H. Investment Group, LLCActive

Slight overlap · 4 shared positions

$EPD $VZ $PM $WFC

$133M

47 positions

#22SHEPHERD KAPLAN KROCHUK, LLCActive

Slight overlap · 4 shared positions

$EPD $VZ $DUK $PFE

$126M

62 positions

#23Argent Advisors, Inc.Passive

Slight overlap · 6 shared positions

$EPD $VZ $DUK $UPS $PFE $WFC

$400M

186 positions

#24Jackson Hole Capital Partners, LLC

Slight overlap · 4 shared positions

$EPD $VZ $DUK $WFC

$605M

313 positions

#25Planning Strategies Inc.Passive

Slight overlap · 4 shared positions

$EPD $VZ $PM $WFC

$160M

1,068 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.