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Hedge Funds Similar to Private

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

Private Capital Management, LLC is an institutional investor managing $1.1B across 202 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 Private are Crestmont Private Wealth, Jefferson Bridge, Mill Road, with shared positions in $TH, $KKR, $PSA, $HROW, $PNFP, $PFE. The full ranking of 17 similar funds is below.

#1Crestmont Private Wealth LLCSmart money
Notable overlap · 3 shared positions
$TH$KKR$PSA
$356M
105 positions
#2Jefferson Bridge Capital, LLCPassive
Some overlap · 4 shared positions
$HROW$PNFP$PFE$PLTR
$115M
53 positions
#3Mill Road Capital Management LLCSmart money
Some overlap · 3 shared positions
$QNST$MATW$AIOT
$203M
22 positions
#4SALZHAUER MICHAELSmart money
Some overlap · 3 shared positions
$SMBK$PNFP$HTB
$292M
89 positions
#5Polaris Capital Management, LLCActive
Some overlap · 3 shared positions
$LNTH$HTB$BHB
$1.1B
84 positions
#6Pacific Ridge Capital Partners, LLCPassive
Some overlap · 3 shared positions
$MPAA$LAKE$ASUR
$551M
134 positions
#7Samjo Management, LLCActive
Some overlap · 3 shared positions
$AIOT$KKR$PFE
$293M
58 positions
#8ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$PNFP$PFE$PLTR
$169M
64 positions
#9Elizabeth Park Capital Advisors, Ltd.Active
Some overlap · 3 shared positions
$SMBK$HTB$BHB
$145M
44 positions
#10WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$PNFP$PFE$HROW
$1.8B
287 positions
#11Sterling Investment Advisors, Ltd.Passive
Some overlap · 3 shared positions
$KKR$PFE$PLTR
$599M
225 positions
#12PIER 88 INVESTMENT PARTNERS LLCPassive
Slight overlap · 3 shared positions
$KKR$LGND$ATRO
$421M
110 positions
#13Beacon Harbor Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$PFE$ATRO$ASUR
$513M
70 positions
#14Lifeworks Advisors, LLCPassive
Slight overlap · 3 shared positions
$PFE$CLX$CPB
$955M
337 positions
#15CenterBook Partners LPPassive
Slight overlap · 3 shared positions
$AIOT$PLTR$PFE
$2.0B
693 positions
#16Aegis Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$PLTR$CLX$PSA
$155M
119 positions
#17Carolina Wealth Management IncActive
Slight overlap · 3 shared positions
$CLX$PFE$PLTR
$217M
114 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.