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Hedge Funds Similar to Navigoe

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

Navigoe, LLC is an institutional investor managing $191M across 1,224 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 Navigoe are R.H. Dinel Investment Counsel, Hamrick Investment Counsel, EDMP, with shared positions in $AMGN, $CL, $SBUX, $EPD, $OKE, $T. The full ranking of 25 similar funds is below.

#1R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$AMGN$CL$SBUX$EPD$OKE$T
$142M
39 positions
#2Hamrick Investment Counsel, llcPassive
Some overlap · 5 shared positions
$AMGN$CL$ROK$SBUX$LMT
$151M
184 positions
#3EDMP, INC.Passive
Some overlap · 4 shared positions
$AMGN$COR$EPD$T
$130M
74 positions
#4Birch Capital Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$COR$EPD$OKE
$213M
82 positions
#5Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$ISRG$SBUX
$796M
112 positions
#6Cypress Capital, LLCActive
Some overlap · 5 shared positions
$AMGN$CL$TOL$SBUX$LMT
$377M
117 positions
#7Integras Partners LLCPassive
Some overlap · 3 shared positions
$AMGN$CL$LMT
$181M
100 positions
#8Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$AMGN$CL$BA$COP
$239M
85 positions
#9MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$CL$TOL$SBUX$LMT
$243M
80 positions
#10Smead Capital Management, Inc.Active
Some overlap · 3 shared positions
$AMGN$DHI$COP
$4.7B
31 positions
#11Navalign, LLCActive
Some overlap · 3 shared positions
$AMGN$SBUX$LIN
$429M
132 positions
#12Bridgelight Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$AMGN$EPD$LMT
$146M
46 positions
#13R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$AMGN$EPD$COP
$133M
47 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$AMGN$SBUX$LMT$LIN
$360M
73 positions
#15MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$AMGN$SBUX$LMT
$1.2B
100 positions
#16Ball & Co Wealth Management Inc.Active
Some overlap · 4 shared positions
$AMGN$SBUX$BA$T
$141M
74 positions
#17CONQUIS FINANCIAL LLCSmart money
Some overlap · 3 shared positions
$AMGN$ISRG$BA
$124M
54 positions
#18BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$AMGN$COR$SBUX$LMT
$504M
136 positions
#19Smart Portfolios, LLC
Some overlap · 5 shared positions
$AMGN$CL$SBUX$BA$OKE
$100M
99 positions
#20StrongBox Wealth, LLCPassive
Some overlap · 4 shared positions
$AMGN$CL$LMT$LIN
$351M
267 positions
#21Midwest Financial Partners Investments, Inc.Active
Some overlap · 4 shared positions
$AMGN$SBUX$BA$HEI
$260M
80 positions
#22American Investment Services, Inc.Active
Some overlap · 3 shared positions
$AMGN$CL$PSA
$473M
133 positions
#23Hardworking Capital Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$CL$SBUX$PSA
$121M
84 positions
#24Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$AMGN$CL$SBUX$ROK
$149M
116 positions
#25DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$AMGN$SBUX$BA$LMT
$121M
100 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.