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Hedge Funds Similar to Neumann

13F Portfolio OverlapQ3 2026Neumann portfolio →
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Most similar hedge funds by 13F overlap

Neumann Capital Management, LLC is an institutional investor managing $391M across 105 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Neumann are EDGAR LOMAX, Silver Coast Investments, PARTNERS INVESTMENT GROUP, LLP, with shared positions in $CVS, $BMY, $PFE, $SCHW, $GILD, $WFC. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$CVS$BMY$PFE$SCHW$GILD$WFC
$1.3B
58 positions
#2Silver Coast Investments LLCActive
Notable overlap · 4 shared positions
$DOV$CMI$GILD$MS
$336M
121 positions
#3PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$DOV$BMY$SCHW
$2.8B
186 positions
#4Catalyst Investment Management LLCActive
Notable overlap · 3 shared positions
$DOV$MS$SCHW
$113M
74 positions
#5Heritage Investment Group, Inc.Active
Notable overlap · 3 shared positions
$DOV$UNP$WFC
$744M
135 positions
#6Long Island Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$DOV$GLW$CVS
$256M
98 positions
#7Opes Wealth Management LLC
Notable overlap · 3 shared positions
$GILD$BMY$UNP
$609M
146 positions
#8Lombard Odier Asset Management (USA) CorpPassive
Notable overlap · 4 shared positions
$GILD$BMY$PFE$DIS
$727M
142 positions
#9American National Bank of TexasActive
Notable overlap · 3 shared positions
$DOV$CVS$UNP
$109M
52 positions
#10PROFFITT & GOODSON INCActive
Notable overlap · 5 shared positions
$DOV$CVS$SCHW$DIS$PFE
$728M
298 positions
#11TSG Advice Partners, LLC
Notable overlap · 4 shared positions
$DOV$GILD$PFE$CVS
$667M
135 positions
#12Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$DOV$GLW$WFC
$1.2B
144 positions
#13Rakuten Investment Management, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$WFC$GILD
$34.6B
467 positions
#14Intelligent Financial StrategiesSmart money
Notable overlap · 3 shared positions
$DOV$UNP$CMI
$206M
77 positions
#15HFM Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$BMY$NOC
$285M
1,293 positions
#16Lakewood Asset Management LLCPassive
Notable overlap · 3 shared positions
$DOV$BMY$CMI
$194M
110 positions
#17Hamlin Capital Management, LLCActive
Notable overlap · 4 shared positions
$PEG$CVS$CMI$MS
$4.0B
28 positions
#18DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$CVS$WFC$PFE$DIS$MS
$253M
38 positions
#19DODGE & COXActive
Notable overlap · 5 shared positions
$SCHW$CVS$GILD$WFC$ROP
$191.0B
222 positions
#20Wilson & Boucher Capital Management, LLCPassive
Notable overlap · 5 shared positions
$DOV$SCHW$CMI$WFC$UNP
$170M
121 positions
#21CONSILIO WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$DOV$MS$CDNS
$417M
110 positions
#22Blume Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$SCHW$WFC$DIS$PFE$CVS$UNP
$678M
357 positions
#23High Point Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$PEG$WFC$GILD
$122M
250 positions
#24THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Notable overlap · 4 shared positions
$ROP$BMY$GILD$SCHW
$177M
51 positions
#25Hillman Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$CVS$BMY$PFE$DIS
$138M
54 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.