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Hedge Funds Similar to Passive

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

Passive Capital Management, LLC. is an institutional investor managing $320M across 94 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 Passive are First Fiduciary Investment Counsel, Carlson, Slagle Financial, with shared positions in $LOW, $COF, $PM, $MCD, $TFC, $FRT. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 4 shared positions
$LOW$COF$PM$MCD
$529M
75 positions
#2Carlson Capital, L.P.Passive
Notable overlap · 4 shared positions
$MCD$COF$PM$TFC
$494M
74 positions
#3Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$LOW$PM$MCD$TFC
$334M
127 positions
#4Masterton Capital Management, LPActive
Some overlap · 3 shared positions
$LOW$FRT$MCD
$118M
24 positions
#5Rather & Kittrell, Inc.Active
Some overlap · 4 shared positions
$LOW$TFC$PM$MCD
$716M
108 positions
#6Belleair Asset Management, LLCActive
Some overlap · 3 shared positions
$LOW$TFC$PM
$119M
84 positions
#7BURKE & HERBERT BANK & TRUST COPassive
Some overlap · 3 shared positions
$BHRB$PM$COF
$403M
246 positions
#8Veratis Advisors, Inc.Passive
Some overlap · 4 shared positions
$LOW$TFC$MCD$PM
$141M
84 positions
#9Range Financial Group LLCPassive
Some overlap · 3 shared positions
$PM$MCD$LOW
$366M
206 positions
#10Innovative Wealth Building LLCSmart money
Some overlap · 3 shared positions
$MCD$LOW$TFC
$172M
84 positions
#11Volterra Technologies LPPassive
Some overlap · 3 shared positions
$MCD$COF$TFC
$694M
303 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$MCD$LOW$TFC
$108M
52 positions
#13ASSOCIATED BANC-CORPPassive
Some overlap · 4 shared positions
$PM$COF$LOW$MCD
$4.2B
381 positions
#14Hardin Capital Partners, LLCActive
Some overlap · 3 shared positions
$LOW$TFC$PM
$215M
141 positions
#15Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$PM$LOW$MCD$TFC
$1.2B
2,116 positions
#16LYNCH & ASSOCIATES/INPassive
Some overlap · 3 shared positions
$MCD$LOW$COF
$573M
129 positions
#17Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$PM$LOW$TFC
$10.2B
208 positions
#18WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$MCD$TFC$LOW
$472M
184 positions
#19First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$PM$LOW$MCD
$1.4B
73 positions
#20Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$PM$MCD$TFC
$116M
65 positions
#21Riverview Trust CoActive
Some overlap · 3 shared positions
$LOW$COF$MCD
$84M
166 positions
#22SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 3 shared positions
$MCD$COF$LOW
$1.8B
176 positions
#23William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$COF$LOW$TFC
$208M
258 positions
#24Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$LOW$R$MCD
$318M
76 positions
#25Richwood Investment Advisors, LLCActive
Some overlap · 3 shared positions
$LOW$MCD$COF
$142M
106 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.