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 P.A.W.

13F Portfolio OverlapQ2 2026P.A.W. portfolio →

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Most similar hedge funds by 13F overlap

P.A.W. CAPITAL CORP is an institutional investor managing $133M across 66 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 P.A.W. are S Squared Technology, InvesTrust, Baugh & Associates, with shared positions in $FIVN, $SMWB, $MGNI, $APPS, $PUBM, $CMRC. The full ranking of 25 similar funds is below.

#1S Squared Technology, LLCActive

Notable overlap · 7 shared positions

$FIVN $SMWB $MGNI $APPS $PUBM $CMRC

$322M

33 positions

#2InvesTrustPassive

Notable overlap · 8 shared positions

$MMM $PM $BMY $PEP $SHEL $ADP

$260M

95 positions

#3Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$MS $VZ $ABT $ARCC $PFE $MO

$226M

42 positions

#4Optimist Retirement Group LLCActive

Notable overlap · 8 shared positions

$MMM $PM $BMY $MO $VZ $PEP

$259M

118 positions

#5Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$MS $VZ $UPS $ABT $PEP $ADP

$159M

62 positions

#6Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$AMGN $VZ $PM $BMY $PEP $MO

$255M

278 positions

#7Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$AMGN $VZ $PM $BMY $PEP $PFE

$513M

70 positions

#8VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$MS $BMY $PEP $VZ $PFH $MO

$1.1B

146 positions

#9Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$AMGN $VZ $PEP $PFE $MO $UPS

$1.5B

138 positions

#10Alliance Private Wealth, LLCActive

Notable overlap · 7 shared positions

$MMM $VZ $UPS $MS $PEP $BMY

$288M

82 positions

#11DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$MMM $SHEL $ABT $PEP $PFE $KMB

$530M

92 positions

#12Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$AMGN $MMM $BMY $VZ $PFH $PEP

$274M

58 positions

#13VAUGHAN & Co SECURITIES, INC.Smart money

Notable overlap · 6 shared positions

$MMM $VZ $PM $BMY $UPS $PFE

$214M

61 positions

#14Keystone Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$VZ $PM $BMY $UPS $PFE $MO

$388M

39 positions

#15EDMP, INC.Passive

Notable overlap · 7 shared positions

$AMGN $BMY $VZ $MO $MMM $PEP

$124M

70 positions

#16Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$PFH $VZ $PM $UPS $MO $KMB

$112M

63 positions

#17Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$MMM $SHEL $ABT $PEP $PFE $KMB

$797M

110 positions

#18BCWM, LLCPassive

Notable overlap · 6 shared positions

$VZ $BMY $UPS $PEP $PFE $MO

$342M

57 positions

#19Clark & Stuart, IncPassive

Notable overlap · 6 shared positions

$MMM $UPS $ABT $PEP $ADP $KMB

$159M

57 positions

#20PCB Capital LLCPassive

Notable overlap · 6 shared positions

$SHEL $VZ $UPS $PFE $PM $PEP

$82M

114 positions

#21TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$VZ $PM $UPS $PEP $MO $ABT

$798M

187 positions

#22Lynrock Lake LPSmart money

Notable overlap · 3 shared positions

$ALLT $FIVN $CMRC

$1.6B

27 positions

#23Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$VZ $PEP $BMY $ADP $PFE $KMB

$199M

38 positions

#24Adams Asset Advisors, LLCActive

Notable overlap · 8 shared positions

$AMGN $VZ $MO $KMB $PFE $BMY

$882M

88 positions

#25Miller Financial Services LLCPassive

Notable overlap · 7 shared positions

$UPS $PEP $BMY $MO $VZ $ABT

$124M

142 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.