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Hedge Funds Similar to Hunter Perkins

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

Hunter Perkins Capital Management, LLC is an institutional investor managing $446M across 149 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 Hunter Perkins are MCRAE, LATHROP INVESTMENT, Somerset, with shared positions in $LH, $CB, $TFC, $CHKP, $FISV, $ZTS. The full ranking of 25 similar funds is below.

#1MCRAE CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$LH$CB$TFC$CHKP$FISV$ZTS
$508M
113 positions
#2LATHROP INVESTMENT MANAGEMENT COActive
Notable overlap · 4 shared positions
$ADI$LH$SCHW$SYK
$565M
89 positions
#3Somerset Trust CoPassive
Notable overlap · 5 shared positions
$ADI$GD$CB$WEC$NEE
$354M
186 positions
#4Paradiem, LLCPassive
Notable overlap · 5 shared positions
$BKH$ADI$GD$NEE$SYK
$464M
68 positions
#5EVEXIA WEALTH LLCPassive
Notable overlap · 5 shared positions
$CASY$CB$EOG$SYK$XYL
$369M
77 positions
#6PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 5 shared positions
$ADI$GD$ELV$TFC$SYK
$836M
93 positions
#7GRANDFIELD & DODD, LLCActive
Notable overlap · 4 shared positions
$ADI$CB$REGN$SYK
$1.9B
217 positions
#8Kesler, Norman & Wride, LLCPassive
Notable overlap · 5 shared positions
$ADI$GD$CB$NEE$SYK
$631M
271 positions
#9FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 7 shared positions
$CB$HIG$NEE$SCHW$SYK$ZTS
$383M
74 positions
#10Talaria Asset Management Pty LtdSmart money
Notable overlap · 4 shared positions
$EOG$CB$WEC$AOS
$467M
12 positions
#11FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$ADI$GD$CASY$ELV$SCHW$AMRZ
$355M
257 positions
#12BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$ADI$CB$GD$SYK
$346M
113 positions
#13CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$LH$CB$REGN$ELV$AMRZ
$2.3B
150 positions
#14WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Some overlap · 3 shared positions
$LH$CB$GD
$381M
32 positions
#15CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CB$ADI$WEC$SYK
$6.4B
290 positions
#16Scissortail Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ADI$CB$ZTS
$520M
106 positions
#17BKM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ADI$GD$NEE$WEC$CB
$282M
148 positions
#18Delaney Dennis RActive
Some overlap · 5 shared positions
$ADI$NEE$SCHW$XYL$FISV
$314M
61 positions
#19ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$ADI$GD$ELV$SCHW$AMRZ
$1.5B
282 positions
#20CapitalatWork S.A.Active
Some overlap · 5 shared positions
$CB$LH$SCHW$ZTS$AMRZ
$4.0B
93 positions
#21Prana Capital Management, LPActive
Some overlap · 5 shared positions
$CB$ELV$TFC$HIG$FISV
$3.3B
122 positions
#22Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$ADI$NEE$SCHW$XYL$CP
$1.4B
135 positions
#23Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$ADI$NEE$SCHW$XYL$CP
$231M
67 positions
#24Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$ADI$CB$NEE$ZTS
$202M
87 positions
#25Dempze Nancy EPassive
Some overlap · 5 shared positions
$ADI$NEE$SCHW$XYL$CB
$209M
91 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.