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Hedge Funds Similar to Payne

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

Payne Capital LLC is an institutional investor managing $120M across 59 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 Payne are SHUFRO ROSE, Lineweaver Wealth Advisors, TriCert Investment Counsel, with shared positions in $ALPS, $AMGN, $UL, $ABT, $NVS, $SHEL. The full ranking of 25 similar funds is below.

#1SHUFRO ROSE & CO LLCActive
Notable overlap · 3 shared positions
$ALPS$AMGN$UL
$1.7B
315 positions
#2Lineweaver Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$ALPS$AMGN$ABT
$863M
182 positions
#3TriCert Investment Counsel Inc.Passive
Notable overlap · 4 shared positions
$NVS$AMGN$SHEL$UL
$1.1B
88 positions
#4Foresight Global Investors, Inc.Active
Some overlap · 3 shared positions
$NVS$SHEL$ABT
$165M
32 positions
#5apricus wealth, LLCPassive
Some overlap · 4 shared positions
$AMGN$NVS$SHEL$UL
$222M
128 positions
#6TOMPKINS FINANCIAL CORPPassive
Some overlap · 3 shared positions
$LAZ$AMGN$ABT
$1.4B
558 positions
#7Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$SHEL$NVS$UL
$451M
29 positions
#8GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$NVS$AMGN$TD
$1.2B
611 positions
#9Ativo Capital Management LLCPassive
Some overlap · 3 shared positions
$NVS$TD$UL
$131M
56 positions
#10HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$AMGN$NVS$ABT
$363M
92 positions
#11P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$AMGN$SHEL$ABT
$133M
66 positions
#12NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$ABT$AMGN$SHEL$UL
$863M
131 positions
#13American Assets Investment Management, LLCActive
Some overlap · 3 shared positions
$SHEL$TD$NVS
$1.7B
146 positions
#14SALT Holding Corp.Active
Some overlap · 3 shared positions
$NVS$UL$SHEL
$189M
25 positions
#15Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$AMGN$ABT$SHEL
$122M
92 positions
#16Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$ABT$NVS$AMGN
$108M
52 positions
#17Old Port AdvisorsPassive
Some overlap · 3 shared positions
$ALPS$NVS$UL
$500M
271 positions
#18StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$AMGN$ABT$NVS
$351M
267 positions
#19Stablepoint Partners, LLCPassive
Some overlap · 3 shared positions
$AMGN$TD$UL
$723M
260 positions
#20ProVise Management Group, LLCPassive
Some overlap · 3 shared positions
$NVS$UL$AMGN
$1.5B
282 positions
#21Hudson Portfolio Management LLCPassive
Some overlap · 3 shared positions
$TD$AMGN$SHEL
$132M
117 positions
#22PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$AMGN$ABT$UL
$1.2B
103 positions
#23SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 3 shared positions
$AMGN$ABT$UL
$1.3B
97 positions
#24NewSquare Capital LLCPassive
Some overlap · 3 shared positions
$TD$AMGN$UL
$1.4B
236 positions
#25Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SHEL$AMGN$NVS
$524M
102 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.