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 PCB

13F Portfolio OverlapQ2 2026PCB portfolio →

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Most similar hedge funds by 13F overlap

PCB Capital LLC is an institutional investor managing $82M across 114 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 PCB are LOGAN, TOWNSQUARE, Beacon Harbor Wealth Advisors, with shared positions in $KLAC, $APH, $FLEX, $APP, $STRL, $URI. The full ranking of 25 similar funds is below.

#1LOGAN CAPITAL MANAGEMENT INCPassive

Substantial overlap · 13 shared positions

$KLAC $APH $FLEX $APP $STRL $URI

$2.7B

443 positions

#2TOWNSQUARE CAPITAL LLCPassive

Notable overlap · 14 shared positions

$SHEL $FLEX $PM $VZ $USB $UPS

$544M

285 positions

#3Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$FLEX $APH $APP $VZ $PFE $PM

$513M

70 positions

#4Seascape Capital ManagementPassive

Notable overlap · 7 shared positions

$FLEX $KLAC $APP $APH $AON $ANET

$417M

96 positions

#5InvesTrustPassive

Notable overlap · 7 shared positions

$USB $SHEL $VZ $PM $WFC $PEP

$260M

95 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$USB $MDLZ $PFE $T $WFC $PEP

$1.3B

58 positions

#7P.A.W. CAPITAL CORPPassive

Notable overlap · 6 shared positions

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

$133M

66 positions

#8Union Heritage Capital, LLCPassive

Notable overlap · 5 shared positions

$APH $KLAC $WFC $PEP $AON

$295M

65 positions

#9EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$UPS $VZ $SHEL $USB $T $WFC

$5.2B

76 positions

#10Benchmark Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$KLAC $APH $APP $URI $ANET

$228M

70 positions

#11JLB & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$KLAC $APH $PEP $AON $WSM

$748M

68 positions

#12First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$APH $FAST $PM $USB $WSM $PEP

$1.4B

73 positions

#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$UPS $VZ $PM $T $WFC $PEP

$233M

122 positions

#14CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 6 shared positions

$UPS $USB $MDLZ $PM $WFC $PFE

$1.5B

184 positions

#15CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $APH $WFC $PEP

$1.3B

99 positions

#16Paradigm Capital Management, LLC/NVActive

Notable overlap · 7 shared positions

$VZ $USB $PM $T $WFC $PFE

$116M

65 positions

#17Keystone Financial Planning, Inc.Smart money

Notable overlap · 6 shared positions

$UPS $VZ $USB $PFE $PM $T

$388M

39 positions

#18Progressive Investment Management CorpActive

Notable overlap · 5 shared positions

$KLAC $APH $FAST $URI $CTAS

$454M

56 positions

#19Cunning Capital Partners, LPActive

Notable overlap · 5 shared positions

$KLAC $APP $URI $WFC $WSM

$248M

55 positions

#20Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$KLAC $APH $ANET $AIG $PM

$214M

50 positions

#21HF Advisory Group, LLCPassive

Notable overlap · 6 shared positions

$VZ $SHEL $PM $WFC $PEP $T

$323M

168 positions

#22Optimist Retirement Group LLCActive

Notable overlap · 5 shared positions

$KLAC $VZ $PM $PFE $PEP

$259M

118 positions

#23SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$VZ $USB $PFE $T $WFC $AIG

$606M

79 positions

#24BRIDGES INVESTMENT MANAGEMENT INCActive

Notable overlap · 8 shared positions

$KLAC $URI $ISRG $WFC $ODFL $USB

$8.2B

401 positions

#25NZS Capital, LLCActive

Notable overlap · 4 shared positions

$KLAC $APH $URI $ISRG

$3.9B

61 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.