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Hedge Funds Similar to Seneschal Advisors

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

Seneschal Advisors, LLC is an institutional investor managing $146M across 596 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 Seneschal Advisors are EagleClaw Managment, Redwood Family Wealth, PACIFIC HEIGHTS ASSET, with shared positions in $TPL, $FDX, $BA, $PLTR, $NEE, $AMGN. The full ranking of 25 similar funds is below.

#1EagleClaw Capital Managment, LLCPassive
Notable overlap · 3 shared positions
$TPL$FDX$BA
$745M
145 positions
#2Redwood Family Wealth LLCPassive
Notable overlap · 4 shared positions
$TPL$BA$PLTR$NEE
$114M
110 positions
#3PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Notable overlap · 3 shared positions
$TPL$AMGN$PLTR
$3.2B
77 positions
#4IFS Group,LLCPassive
Notable overlap · 3 shared positions
$TPL$BA$PLTR
$73M
87 positions
#5Advantage Trust CoActive
Some overlap · 3 shared positions
$TPL$SBUX$BA
$284M
197 positions
#6Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$TPL$AMGN$NEE$DOV
$1.2B
297 positions
#7Westwind CapitalPassive
Some overlap · 3 shared positions
$TPL$PLTR$NEE
$422M
77 positions
#8McGinn Penninger Investment Management, Inc.Active
Some overlap · 5 shared positions
$SBUX$FDX$BA$FLEX$DOV
$164M
38 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$SBUX$BA$AMGN$TMO$DOV
$124M
100 positions
#10WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$SBUX$FDX$BA$TMO
$375M
44 positions
#11Columbia Asset ManagementActive
Some overlap · 3 shared positions
$ERIE$SBUX$AMGN
$575M
168 positions
#12SUMMITRY LLCPassive
Some overlap · 4 shared positions
$SBUX$AMGN$TMO$NEE
$3.0B
340 positions
#13Retirement Solution LLCSmart money
Some overlap · 3 shared positions
$SBUX$BA$PLTR
$511M
75 positions
#14MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SBUX$BA$PLTR
$140M
63 positions
#15MARS JEWETT FINANCIAL GROUP, INC.Smart money
Some overlap · 3 shared positions
$SBUX$BA$AMGN
$494M
46 positions
#16CONTINENTAL INVESTORS SERVICES, INC.Active
Some overlap · 3 shared positions
$TPL$SBUX$PLTR
$128M
81 positions
#17R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$SBUX$AMGN$TMO
$130M
40 positions
#18FinArc Investments, Inc.Active
Some overlap · 3 shared positions
$SBUX$AMGN$TMO
$110M
43 positions
#19Unify Financial AdvisorsPassive
Some overlap · 4 shared positions
$SBUX$AMGN$NEE$DOV
$108M
90 positions
#20BELLEVUE ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SBUX$AMGN$FDX
$217M
578 positions
#21VISTA CAPITAL PARTNERS, INC.Smart money
Some overlap · 4 shared positions
$SBUX$TMO$FLEX$DOV
$1.1B
170 positions
#22CWA Asset Management Group, LLCPassive
Some overlap · 3 shared positions
$TPL$ERIE$PLTR
$3.3B
720 positions
#23MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$SBUX$AMGN$TMO$NEE
$1.2B
106 positions
#24Donalies Financial Planning, LLCActive
Some overlap · 3 shared positions
$SBUX$NEE$DOV
$136M
78 positions
#25Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$SBUX$BA$AMGN$TMO$NEE
$223M
81 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.