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Hedge Funds Similar to Sanibel Captiva Company

13F Portfolio OverlapQ2 2026Sanibel Captiva Company portfolio →
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Most similar hedge funds by 13F overlap

Sanibel Captiva Trust Company, Inc. is an institutional investor managing $4.0B across 461 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 Sanibel Captiva Company are ST GERMAIN D J, Stonebridge Financial Group, Blom & Howell Financial Planning, with shared positions in $ASML, $CMI, $GLW, $TJX, $AMGN, $NEE. The full ranking of 25 similar funds is below.

#1ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$ASML$CMI$GLW$TJX$AMGN$NEE
$2.8B
914 positions
#2Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$GLW$CMI$GD$AMGN$NEE
$1.4B
275 positions
#3Blom & Howell Financial Planning, Inc.Active
Some overlap · 4 shared positions
$GLW$ASML$CMI$TJX
$120M
67 positions
#4Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$GLW$CMI$PH$AMGN$NEE
$596M
238 positions
#5CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$GLW$CMI$BN$MCK
$861M
137 positions
#6Orion Investment CoActive
Some overlap · 5 shared positions
$ASML$CMI$GD$PH$NEE
$343M
73 positions
#7Momentous Wealth Management, Inc.Smart money
Some overlap · 5 shared positions
$GLW$ASML$GD$TJX$PH
$206M
50 positions
#8St. Johns Investment Management Company, LLCPassive
Some overlap · 5 shared positions
$GLW$CMI$GD$AMGN$NEE
$264M
201 positions
#9UNITED BANKActive
Some overlap · 4 shared positions
$GLW$CMI$GD$AMGN
$853M
130 positions
#10Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$ASML$BN$TJX$CMI$NEE
$2.3B
275 positions
#11HM PAYSON & COActive
Some overlap · 6 shared positions
$ASML$TJX$AMGN$PH$CMI$GD
$7.5B
1,139 positions
#12Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$GLW$ASML$TJX$AMGN
$345M
576 positions
#13PAYDEN & RYGELPassive
Some overlap · 4 shared positions
$GLW$CMI$TJX$MCK
$1.3B
131 positions
#14DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$ENB$TJX$PH$MCK$AMGN$NEE
$517M
137 positions
#15Fairvoy Private Wealth, LLCPassive
Some overlap · 5 shared positions
$CMI$GD$GLW$TJX$NEE
$496M
210 positions
#16Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$CMI$GD$ENB$AMGN$NEE
$111M
62 positions
#17CONNING INC.Passive
Some overlap · 4 shared positions
$GLW$CMI$GD$AMGN
$3.3B
327 positions
#18WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$GLW$ASML$TJX$NEE
$3.2B
291 positions
#19Rachor Investment Advisory Services, LLCActive
Some overlap · 4 shared positions
$GLW$CMI$ASML$NEE
$203M
203 positions
#20Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$GLW$CMI$AMGN$NEE
$231M
125 positions
#21Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$ASML$TJX$AMGN$NEE
$710M
193 positions
#22Insight Inv LLCPassive
Some overlap · 4 shared positions
$GLW$GD$TJX$AMGN
$210M
108 positions
#23Gold Investment Management Ltd.Passive
Some overlap · 4 shared positions
$BN$ASML$GD$ENB
$358M
198 positions
#24GKV Capital Management Co., Inc.Passive
Some overlap · 4 shared positions
$GLW$ASML$TJX$AMGN
$310M
83 positions
#25GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$GLW$ENB$TJX$AMGN
$2.9B
212 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.