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 Mengis

13F Portfolio OverlapQ2 2026Mengis portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Mengis Capital Management, Inc. is an institutional investor managing $658M across 218 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 Mengis are CAMDEN NATIONAL BANK, Stack Financial, Optimist Retirement Group, with shared positions in $PWR, $DE, $NVS, $MDT, $PEP, $IAU. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$PWR $DE $NVS $MDT $PEP $IAU

$767M

184 positions

#2Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$PWR $PCAR $MDT $PEP $EMR $UNP

$1.3B

54 positions

#3Optimist Retirement Group LLCActive

Notable overlap · 6 shared positions

$PCAR $QCOM $NVS $PM $PEP $DELL

$259M

118 positions

#4Northwest Quadrant Wealth Management, LLCSmart money

Notable overlap · 7 shared positions

$DE $PCAR $PM $PEP $UNP $HUBB

$540M

77 positions

#5Eldred Rock Partners, LLCActive

Notable overlap · 6 shared positions

$DE $NVS $PEP $EMR $ASML $CMI

$465M

29 positions

#6Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 4 shared positions

$DE $MRVL $QCOM $BA

$679M

31 positions

#7BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MRVL $QCOM $PWR $BA $UNP $HUBB

$679M

104 positions

#8DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$PWR $DE $BA $HUBB $CMI

$124M

100 positions

#9JB Capital LLCActive

Notable overlap · 7 shared positions

$QCOM $AZN $PEP $DELL $EMR $IAU

$2.9B

280 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 6 shared positions

$QCOM $DE $DELL $PEP $EMR $HSY

$2.5B

270 positions

#11Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 7 shared positions

$MRVL $DE $MDT $PEP $SLB $IAU

$125M

365 positions

#12Providence Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$QCOM $DE $PWR $MDT $EMR $SLB

$660M

385 positions

#13DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$DE $MDT $BA $PEP $EMR $CMI

$530M

92 positions

#14Washington Trust Advisors, Inc.Passive

Notable overlap · 4 shared positions

$PWR $DE $PEP $ASML

$1.3B

724 positions

#15BAKER BOYER NATIONAL BANKSmart money

Some overlap · 6 shared positions

$DE $PCAR $BA $EMR $UNP $CMI

$364M

94 positions

#16SPRING CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$DE $QCOM $MDT $PEP $DELL $MRVL

$205M

55 positions

#17Citizens Business BankActive

Some overlap · 4 shared positions

$PWR $MRVL $DELL $UNP

$664M

139 positions

#18DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$PCAR $QCOM $DE $PEP $MDT

$217M

108 positions

#19Titan Investment Management LLCActive

Some overlap · 5 shared positions

$PWR $PM $DELL $PEP $HSY

$135M

38 positions

#20Lifeworks Advisors, LLCPassive

Some overlap · 7 shared positions

$PCAR $QCOM $DE $DELL $CLX $IAU

$955M

337 positions

#21Madson Wealth Advisors IncActive

Some overlap · 7 shared positions

$NVS $AZN $EMR $ASML $IAU $CMI

$147M

97 positions

#22Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$DE $PCAR $CLX $HSY $PEP

$214M

33 positions

#23Cascade Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$NVS $PCAR $MDT $QCOM $EMR $CMI

$183M

113 positions

#24Skyline Advisors, Inc.Active

Some overlap · 6 shared positions

$DE $PM $EMR $BA $IAU $PEP

$319M

123 positions

#25Insight Inv LLCPassive

Some overlap · 5 shared positions

$MRVL $QCOM $PCAR $PEP $EMR

$212M

109 positions

Compare Mengis’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Mengis’s holdings

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.