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 Platform Technology Partners

13F Portfolio OverlapQ2 2026Platform Technology Partners portfolio →

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Most similar hedge funds by 13F overlap

Platform Technology Partners is an institutional investor managing $611M across 394 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 Platform Technology Partners are Cohen Investment Advisors, LEDERER & ASSOCIATES INVESTMENT COUNSEL, FIRST FINANCIAL BANKSHARES, with shared positions in $BX, $NEE, $BA, $CB, $SBUX, $AMGN. The full ranking of 25 similar funds is below.

#1Cohen Investment Advisors LLCPassive

Some overlap · 7 shared positions

$BX $NEE $BA $CB $SBUX $AMGN

$223M

81 positions

#2LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 7 shared positions

$NEE $BA $CB $SBUX $AMGN $MCD

$152M

84 positions

#3FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$BX $NEE $WMB $AMGN $MCD $PEP

$5.3B

210 positions

#4Kennebec Savings BankPassive

Some overlap · 7 shared positions

$CB $BX $WMB $NEE $MCD $PEP

$125M

284 positions

#5Slagle Financial, LLCPassive

Some overlap · 7 shared positions

$NEE $PLD $SBUX $AMGN $MCD $PEP

$334M

127 positions

#6Aster Capital Management (DIFC) LtdPassive

Some overlap · 6 shared positions

$APO $CB $WMB $SBUX $PEP $UNP

$470M

808 positions

#7Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$BX $NEE $CB $SBUX $PEP $UNP

$116M

240 positions

#8HAMEL ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$CB $AMGN $MCD $PEP $DUK $UNP

$363M

92 positions

#9Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$NEE $CB $PLD $AMGN $MCD $PEP

$170M

111 positions

#10NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$NEE $BA $CB $PEP $DUK $UNP

$381M

144 positions

#11CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$NEE $CB $PLD $MCD $PEP $DUK

$767M

184 positions

#12Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $CB $WMB $MCD $PEP $UNP

$467M

118 positions

#13Pinnacle West Asset Management, Inc.Passive

Some overlap · 6 shared positions

$BX $WMB $BA $AMGN $MCD $UNP

$145M

104 positions

#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$BX $CB $AMGN $MCD $PEP $DUK

$201M

57 positions

#15D.A. DAVIDSON & CO.Active

Some overlap · 6 shared positions

$NEE $CB $PLD $AMGN $PEP $BA

$18.1B

1,593 positions

#16Third View Private Wealth, LLCPassive

Some overlap · 6 shared positions

$APO $BA $WMB $BX $UNP $SBUX

$814M

291 positions

#17JMAC ENTERPRISES LLCActive

Some overlap · 6 shared positions

$BX $NEE $AMGN $MCD $PEP $UNP

$593M

122 positions

#18Slocum, Gordon & Co LLPPassive

Some overlap · 6 shared positions

$NEE $WMB $SBUX $MCD $DUK $UNP

$151M

70 positions

#19Wilson & Boucher Capital Management, LLCPassive

Some overlap · 6 shared positions

$NEE $SBUX $AMGN $PEP $DUK $UNP

$170M

121 positions

#20EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$NEE $SBUX $AMGN $PEP $DUK $UNP

$1.3B

58 positions

#21New Hampshire TrustPassive

Some overlap · 6 shared positions

$CB $BX $MCD $PEP $NEE $UNP

$530M

176 positions

#22Aureus Asset Management, LLCPassive

Some overlap · 4 shared positions

$APO $BX $NEE $WMB

$1.6B

239 positions

#2310Elms LLPPassive

Some overlap · 6 shared positions

$BX $WMB $AMGN $PEP $UNP $MCD

$236M

526 positions

#24Phillips Wealth Planners LLCPassive

Some overlap · 6 shared positions

$WMB $SBUX $AMGN $MCD $DUK $UNP

$136M

217 positions

#25Missouri Trust & Investment CoActive

Some overlap · 5 shared positions

$BX $NEE $BA $CB $PEP

$368M

146 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.