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 SENTINEL LBA

13F Portfolio OverlapQ2 2026SENTINEL LBA portfolio →

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Most similar hedge funds by 13F overlap

SENTINEL TRUST CO LBA is an institutional investor managing $1.1B across 136 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 SENTINEL LBA are FORTRESS PRIVATE LEDGER, Tortoise Investment, CAMDEN NATIONAL BANK, with shared positions in $PLTR, $IONQ, $MCD, $ET, $BTT, $UNP. The full ranking of 25 similar funds is below.

#1FORTRESS PRIVATE LEDGER, LLCPassive

Notable overlap · 4 shared positions

$PLTR $IONQ $MCD $ET

$368M

279 positions

#2Tortoise Investment Management, LLCActive

Notable overlap · 3 shared positions

$BTT $UNP $PEP

$1.3B

255 positions

#3CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$PWR $IAU $TXN $SPGI $PEP $MCD

$767M

184 positions

#4Henson-Edgewater Management, LLCActive

Notable overlap · 3 shared positions

$PLTR $ET $MCD

$192M

66 positions

#5FLYWHEEL PRIVATE WEALTH LLCActive

Notable overlap · 6 shared positions

$PWR $IAU $ASML $SPGI $TXN $BLK

$203M

109 positions

#6Livet Wealth, LLCActive

Notable overlap · 4 shared positions

$NET $ASML $GLDM $MDY

$173M

122 positions

#7FFG Partners, LLCActive

Notable overlap · 5 shared positions

$PLTR $ET $ASML $NVO $IAU

$352M

42 positions

#8UNICOM Systems, Inc.Active

Notable overlap · 3 shared positions

$PLTR $ASML $IONQ

$1.5B

39 positions

#9OFC FINANCIAL PLANNING, LLCActive

Notable overlap · 5 shared positions

$PWR $IAU $TXN $MCD $PLTR

$113M

56 positions

#10Seed Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$BTT $PLTR $NVO $MCD $SHEL

$158M

100 positions

#11RPG Investment Advisory, LLCPassive

Notable overlap · 4 shared positions

$PWR $NET $PLTR $NVO

$973M

93 positions

#12AMJ Financial Wealth ManagementActive

Notable overlap · 3 shared positions

$PWR $NET $GLDM

$424M

86 positions

#13Faithward Advisors, LLCPassive

Notable overlap · 4 shared positions

$PLTR $IAU $NET $ASML

$819M

339 positions

#14MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Some overlap · 5 shared positions

$PLTR $PEP $PWR $TXN $MDLZ

$188M

513 positions

#15WIM INVESTMENT MANAGEMENT LtdActive

Some overlap · 3 shared positions

$NET $PLTR $IONQ

$305M

26 positions

#16Van Cleef Asset Management,IncActive

Some overlap · 3 shared positions

$PLTR $PEP $BLK

$981M

119 positions

#17Osbon Capital Management LLCPassive

Some overlap · 3 shared positions

$NET $ASML $PLTR

$127M

427 positions

#18CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 4 shared positions

$PWR $PLTR $ASML $BLK

$78M

44 positions

#19Oder Investment Management, LLCPassive

Some overlap · 3 shared positions

$PLTR $BTT $HBAN

$149M

113 positions

#20Orion Investment CoActive

Some overlap · 4 shared positions

$PLTR $ASML $IONQ $UNP

$343M

73 positions

#21ELLERSON GROUP INC /ADVPassive

Some overlap · 3 shared positions

$PLTR $ASML $MDY

$169M

64 positions

#22Impact Investors, IncPassive

Some overlap · 3 shared positions

$PWR $IAU $ASML

$137M

88 positions

#23DAVIS-REA LTD.Active

Some overlap · 3 shared positions

$NET $SPGI $MCD

$351M

45 positions

#24Strathmore Capital Advisors, Inc.Active

Some overlap · 3 shared positions

$PLTR $IAU $BLK

$371M

142 positions

#25CONNORS INVESTOR SERVICES INCPassive

Some overlap · 3 shared positions

$PLTR $PWR $PEP

$1.2B

153 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.