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Hedge Funds Similar to NAPLES GLOBAL ADVISORS

13F Portfolio OverlapQ2 2026NAPLES GLOBAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

NAPLES GLOBAL ADVISORS, LLC is an institutional investor managing $1.6B across 466 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 NAPLES GLOBAL ADVISORS are Sunstone Asset, UNITED BANK, Caitong International Asset , Ltd, with shared positions in $GLW, $ADI, $KLAC, $STX, $ASML, $AMGN. The full ranking of 25 similar funds is below.

#1Sunstone Asset Management, L.P.Passive
Notable overlap · 5 shared positions
$GLW$ADI$KLAC$STX$ASML
$92M
57 positions
#2UNITED BANKActive
Notable overlap · 5 shared positions
$GLW$KLAC$AMGN$TXN$BLK
$853M
130 positions
#3Caitong International Asset Management Co., LtdPassive
Notable overlap · 5 shared positions
$GLW$KLAC$STX$TXN$ASML
$729M
2,999 positions
#4Genus Capital Management Inc.Passive
Some overlap · 7 shared positions
$KLAC$GLW$ADI$AMGN$STX$TXN
$1.0B
204 positions
#5LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$GLW$ADI$STX$RIO$ASML
$320M
82 positions
#6Front Row Advisors LLCPassive
Some overlap · 7 shared positions
$GLW$ADI$AMGN$PKG$BLK$ASML
$345M
576 positions
#7Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$GLW$KLAC$STX$ASML
$375M
75 positions
#8SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$GLW$KLAC$AMGN$TXN
$1.7B
315 positions
#9GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$GLW$ADI$AMGN$KLAC$TXN$STX
$3.0B
213 positions
#10Katamaran Capital LLPPassive
Some overlap · 4 shared positions
$GLW$ADI$STX$TXN
$126M
36 positions
#11WASHINGTON TRUST CoPassive
Some overlap · 6 shared positions
$GLW$KLAC$ADI$NEE$BLK$ASML
$3.2B
296 positions
#12BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$GLW$TXN$AXP$ASML$BX
$4.1B
151 positions
#13Clearwave Capital, LLCPassive
Some overlap · 5 shared positions
$GLW$AMGN$TXN$STX$KLAC
$181M
166 positions
#14OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$GLW$KLAC$NEE$BLK$BX
$530M
275 positions
#15Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$GLW$ADI$NEE$BX
$327M
94 positions
#16Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$GLW$KLAC$AMGN$NEE$BLK
$582M
238 positions
#17Petros Family Wealth, LLCPassive
Some overlap · 7 shared positions
$KLAC$ADI$AMGN$NEE$TXN$BLK
$164M
134 positions
#18STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 6 shared positions
$GLW$KLAC$TXN$RIO$ASML$AMGN
$146.1B
107 positions
#19Security National BankPassive
Some overlap · 5 shared positions
$GLW$KLAC$NEE$BLK$ASML
$838M
392 positions
#20Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$GLW$ADI$AMGN$NEE$AXP$BLK
$1.3B
275 positions
#21CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$GLW$ADI$AXP$AMGN
$541M
111 positions
#22Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$GLW$ADI$NEE$BX
$202M
87 positions
#23BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 4 shared positions
$GLW$KLAC$STX$ASML
$462M
122 positions
#24Retireful, LLCPassive
Some overlap · 4 shared positions
$GLW$STX$KLAC$TXN
$107M
81 positions
#25TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$GLW$AMGN$BLK$BX
$1.3B
226 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.