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 SFAM

13F Portfolio OverlapQ2 2026SFAM portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SFAM, LLC is an institutional investor managing $123M across 262 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 SFAM are HARVEY INVESTMENT, RESOURCES /CT, First Long Island Investors, with shared positions in $APH, $ABT, $ORLY, $PNC, $KNX, $PEP. The full ranking of 25 similar funds is below.

#1HARVEY INVESTMENT CO LLCActive

Some overlap · 7 shared positions

$APH $ABT $ORLY $PNC $KNX $PEP

$918M

99 positions

#2RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 6 shared positions

$APH $ABT $ORLY $MCD $SYK $PEP

$794M

188 positions

#3First Long Island Investors, LLCActive

Some overlap · 6 shared positions

$APH $ABT $PH $MCD $PM $PEP

$1.4B

73 positions

#4KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$APH $ABT $PH $MCD $ECL $PEP

$1.5B

228 positions

#5FLOSSBACH VON STORCH SEActive

Some overlap · 6 shared positions

$APH $ABT $MCD $TMO $SYK $PEP

$22.1B

106 positions

#6HENDLEY & CO INCActive

Some overlap · 6 shared positions

$APH $ABT $PH $SYK $PM $PEP

$283M

47 positions

#7CHILTON INVESTMENT CO INC.Active

Some overlap · 5 shared positions

$APH $ORLY $DE $PH $TMO

$4.2B

299 positions

#8Coign Capital Advisors LLCActive

Some overlap · 5 shared positions

$APH $MCK $ORLY $TMO $PM

$222M

88 positions

#9Tandem Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$APH $ABT $MCD $SYK $PEP $ORLY

$1.5B

68 positions

#10JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$APH $ABT $MCD $SYK $ECL $PEP

$4.1B

83 positions

#11REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$APH $DE $MCK $ORLY $TMO $PEP

$760M

229 positions

#12Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$APH $MCK $PH $TMO $SYK $CEG

$8.0B

102 positions

#13CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$APH $ORLY $PH $TMO $SYK

$456M

67 positions

#14BNP PARIBASActive

Some overlap · 5 shared positions

$APH $MCK $PH $TMO $GLW

$3.7B

329 positions

#15BRADLEY FOSTER & SARGENT INC/CTActive

Some overlap · 5 shared positions

$APH $ABT $DE $TMO $PEP

$7.1B

535 positions

#16LaFleur & Godfrey LLCPassive

Some overlap · 7 shared positions

$APH $ABT $TMO $ECL $SYK $CEG

$842M

149 positions

#17Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$APH $ABT $MCD $PM $PEP

$513M

70 positions

#18Rathbones Group PLCActive

Some overlap · 5 shared positions

$APH $ABT $PH $DE $TMO

$27.1B

665 positions

#19Beaton Management Co. Inc.Passive

Some overlap · 6 shared positions

$APH $ORLY $DE $TMO $PM $PEP

$245M

157 positions

#20AdvisorShares Investments LLCActive

Some overlap · 5 shared positions

$APH $MCK $ABT $TMO $SYK

$828M

269 positions

#21HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$APH $ORLY $TMO $ECL $SYK

$2.8B

278 positions

#22INVESCO, LLCActive

Some overlap · 5 shared positions

$APH $MCK $TMO $PNC $A

$323M

133 positions

#23Elk River Wealth Management, LLCActive

Some overlap · 5 shared positions

$APH $ORLY $TMO $ECL $PNC

$628M

103 positions

#24SMA Capital LLCPassive

Some overlap · 4 shared positions

$APH $ORLY $DE $PH

$238M

121 positions

#25Dundas Partners LLPActive

Some overlap · 5 shared positions

$APH $ABT $TMO $SYK $RBA

$1.4B

31 positions

Compare SFAM’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SFAM’s holdings

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.