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Hedge Funds Similar to J. R. Prunier

13F Portfolio OverlapQ1 2026J. R. Prunier portfolio →
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Most similar hedge funds by 13F overlap

J. R. Prunier Capital Management LLC is an institutional investor managing $235M across 67 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to J. R. Prunier are CAPE ANN SAVINGS BANK, CAMDEN NATIONAL BANK, SPRING, with shared positions in $IAU, $PEP, $NEE, $DE, $CDNS, $ETN. The full ranking of 25 similar funds is below.

#1CAPE ANN SAVINGS BANKActive
Notable overlap · 6 shared positions
$IAU$PEP$NEE$DE$CDNS$ETN
$212M
113 positions
#2CAMDEN NATIONAL BANKPassive
Notable overlap · 6 shared positions
$DE$NEE$IAU$PEP$LIN$LHX
$767M
184 positions
#3SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$NEE$DE$PEP$ETN$KMB$LHX
$205M
55 positions
#4Signet Investment Advisory Group, Inc.Passive
Notable overlap · 4 shared positions
$IAU$NEE$PEP$ETN
$227M
73 positions
#5Bigelow Investment Advisors, LLCPassive
Notable overlap · 7 shared positions
$IAU$NEE$PEP$DE$DHR$DIS
$276M
157 positions
#6Wallington Asset Management, LLCActive
Notable overlap · 5 shared positions
$IAU$DE$LIN$PEP$DIS
$814M
61 positions
#7Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 6 shared positions
$IAU$DE$NEE$DHR$ETN$UL
$710M
193 positions
#8CUTLER INVESTMENT COUNSEL LLCActive
Notable overlap · 4 shared positions
$NEE$DE$PEP$BDX
$1.1B
157 positions
#9Shelter Mutual Insurance CoActive
Notable overlap · 5 shared positions
$DE$NEE$PEP$LIN$TGT
$473M
58 positions
#10FORBES J M & CO LLPActive
Notable overlap · 5 shared positions
$IAU$NEE$LIN$PEP$ETN
$1.3B
159 positions
#11DLK Investment Management, LLCPassive
Notable overlap · 7 shared positions
$BDX$PEP$DE$LIN$DHR$DIS
$235M
96 positions
#12Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$DE$NEE$CDNS$LIN$DIS
$1.0B
765 positions
#13M. Kraus & CoPassive
Some overlap · 6 shared positions
$NEE$PEP$LIN$ETN$LHX$DIS
$377M
86 positions
#14NORTH DALLAS BANK & TRUST COPassive
Some overlap · 6 shared positions
$IAU$PEP$CDNS$NEE$DE$ETN
$169M
113 positions
#15Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$PEP$NEE$DHR$KMB
$275M
82 positions
#16Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 6 shared positions
$IAU$PEP$BDX$ETN$LHX$WAT
$84M
36 positions
#17Parkside Investments, LLCActive
Some overlap · 4 shared positions
$IAU$NEE$FDX$DIS
$902M
91 positions
#18Ridge Creek Global, IncPassive
Some overlap · 5 shared positions
$IAU$NEE$LIN$DIS$ETN
$129M
94 positions
#19WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$NEE$PEP$LIN$DE$DIS$ETN
$1.3B
73 positions
#20Coleford Investment Management Ltd.Active
Some overlap · 4 shared positions
$MCO$BDX$PEP$ETN
$459M
23 positions
#21TENET WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$IAU$DE$PEP$DIS$ETN
$134M
101 positions
#22Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$DE$NEE$PEP
$319M
123 positions
#23Northstar Financial Companies, Inc.Passive
Some overlap · 4 shared positions
$IAU$NEE$PEP$ETN
$148M
117 positions
#24DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$DE$PEP$FDX$ETN$KMB$TGT
$530M
92 positions
#25STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$NEE$PEP$JCI$BDX$DIS$TGT
$592M
181 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.