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 PENINSULA ASSET

13F Portfolio OverlapQ2 2026PENINSULA ASSET portfolio →

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Most similar hedge funds by 13F overlap

PENINSULA ASSET MANAGEMENT INC is an institutional investor managing $209M across 54 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 PENINSULA ASSET are Financial & Tax Architects, Legacy Financial Strategies, MCDANIEL TERRY, with shared positions in $EMR, $SHW, $NEE, $ADP, $LOW, $SPGI. The full ranking of 25 similar funds is below.

#1Financial & Tax Architects, LLCPassive

Substantial overlap · 8 shared positions

$EMR $SHW $NEE $ADP $LOW $SPGI

$474M

110 positions

#2Legacy Financial Strategies, LLCActive

Substantial overlap · 13 shared positions

$AFL $SHW $NEE $NDSN $CTAS $GWW

$646M

152 positions

#3MCDANIEL TERRY & COActive

Notable overlap · 8 shared positions

$ECL $EMR $ADP $NDSN $CTAS $SYK

$1.3B

81 positions

#4S.E.E.D. Planning Group LLCPassive

Notable overlap · 7 shared positions

$SHW $NEE $ADP $LOW $PEP $SPGI

$379M

88 positions

#5COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 5 shared positions

$SHW $SYK $SPGI $ADP $CTAS

$1.7B

91 positions

#6Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$SYK $NEE $ECL $ADP $ABT $SHW

$965M

177 positions

#7WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 8 shared positions

$SYK $ADP $NEE $ECL $ABT $PEP

$947M

155 positions

#8Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$GWW $LOW $ADP $SYY $ABT $AFL

$394M

99 positions

#9Clark & Stuart, IncPassive

Notable overlap · 9 shared positions

$ADP $NDSN $SYY $SYK $PEP $ABT

$159M

57 positions

#10DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 6 shared positions

$SPGI $LOW $ECL $SYY $EMR $BDX

$1.2B

599 positions

#11Kinloch Capital, LLCPassive

Notable overlap · 8 shared positions

$NEE $NUE $ADP $AFL $EMR $SYY

$274M

79 positions

#12TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 9 shared positions

$GWW $SYK $ECL $SYY $SHW $AFL

$1.0B

880 positions

#13Tandem Investment Advisors, Inc.Passive

Notable overlap · 7 shared positions

$SYK $NEE $PEP $CTAS $ABT $BDX

$1.5B

68 positions

#14Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 4 shared positions

$SPGI $SYK $CTAS $WST

$2.9B

215 positions

#15SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$GWW $NEE $ADP $PEP $BRO

$205M

55 positions

#16Brendel Financial Advisors LLCPassive

Notable overlap · 5 shared positions

$SHW $CTAS $NEE $NDSN $WST

$216M

101 positions

#17Long Road Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$SYK $ADP $AFL $PEP $BDX $CTAS

$271M

80 positions

#18MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$GWW $AFL $LOW $NEE $ADP $SHW

$857M

166 positions

#19Bey-Douglas LLC

Notable overlap · 6 shared positions

$GWW $SYK $ADP $SPGI $SO $PEP

$115M

56 positions

#20DILLON & ASSOCIATES INCActive

Notable overlap · 7 shared positions

$SYK $ADP $ECL $LOW $ABT $NEE

$817M

80 positions

#21JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 8 shared positions

$SHW $SYK $CTAS $ABT $ADP $ECL

$4.1B

83 positions

#22Suncoast Equity ManagementActive

Notable overlap · 6 shared positions

$GWW $SYK $SPGI $CTAS $SHW $ADP

$798M

63 positions

#23Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$NEE $LOW $SYK $ADP $PEP

$181M

50 positions

#24Cushing Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$CTAS $GWW $ADP $LOW $NEE $AFL

$145M

99 positions

#25WAYCROSS PARTNERS, LLCActive

Notable overlap · 5 shared positions

$SHW $LOW $ECL $EMR $BDX

$1.2B

72 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.