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 Regency \DE

13F Portfolio OverlapQ2 2026Regency \DE portfolio →

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Most similar hedge funds by 13F overlap

Regency Capital Management Inc.\DE is an institutional investor managing $251M across 64 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 Regency \DE are FENIMORE ASSET, MOUNTAIN PACIFIC INVESTMENT ADVISERS, Port, with shared positions in $APH, $MKL, $AME, $GGG, $FAST, $DHR. The full ranking of 25 similar funds is below.

#1FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$APH $MKL $AME $GGG $FAST

$4.8B

92 positions

#2MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 5 shared positions

$APH $AME $GGG $FAST $DHR

$635M

146 positions

#3Port Capital LLCActive

Notable overlap · 5 shared positions

$APH $AME $GGG $ETN $CP

$2.5B

108 positions

#4Maren Capital LLCSmart money

Notable overlap · 4 shared positions

$APH $AME $GGG $CP

$2.2B

17 positions

#5Troy Asset Management LtdActive

Notable overlap · 5 shared positions

$CB $HUBB $MKL $CP $ADBE

$3.6B

29 positions

#6DUDLEY & SHANLEY, INC.Active

Notable overlap · 4 shared positions

$APH $AME $FAST $DHR

$662M

37 positions

#7MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 4 shared positions

$APH $AME $ASML $DHR

$1.0B

33 positions

#8Navera Investment Management Ltd.Active

Notable overlap · 3 shared positions

$APH $AME $HUBB

$3.7B

56 positions

#9DAVIS R M INCActive

Notable overlap · 6 shared positions

$APH $ASML $CB $AME $ETN $DHR

$6.3B

280 positions

#10ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 4 shared positions

$APH $ASML $CB $AME

$1.9B

88 positions

#11VCI Wealth Management LLCPassive

Notable overlap · 4 shared positions

$IAU $AME $APH $DHR

$399M

99 positions

#12FIFTHDELTA LtdActive

Notable overlap · 3 shared positions

$APH $ALLE $OTIS

$853M

11 positions

#13Cooke Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$IAU $ASML $FAST

$122M

39 positions

#14Union Heritage Capital, LLCPassive

Notable overlap · 3 shared positions

$APH $AME $GGG

$295M

65 positions

#15JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$APH $ASML $DHR $ETN

$612M

81 positions

#16EQ LLCActive

Notable overlap · 3 shared positions

$IAU $APH $ASML

$407M

87 positions

#17NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 3 shared positions

$APH $ASML $DHR

$606M

79 positions

#18JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$APH $GGG $AME $HUBB

$748M

68 positions

#19Pacific Point Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $HUBB $ASML $ETN

$219M

129 positions

#20Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$APH $AME $ETN $DHR

$214M

50 positions

#21SCHARF INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$MKL $CB $OTIS $ADBE $CP

$3.0B

79 positions

#22Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $WCC $ETN

$84M

36 positions

#23Raub Brock Capital Management LPActive

Notable overlap · 3 shared positions

$APH $AME $ETN

$363M

45 positions

#24Lincoln Capital LLCActive

Notable overlap · 6 shared positions

$MKL $DHR $OTIS $FAST $CB $APH

$562M

137 positions

#25Sierra Legacy GroupPassive

Notable overlap · 5 shared positions

$ALLE $AME $APH $OTIS $DHR

$129M

79 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.