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Hedge Funds Similar to SFM

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

SFM, LLC is an institutional investor managing $195M across 69 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 SFM are Cushing Partners, FENIMORE ASSET, Ronald Blue, with shared positions in $IAUM, $SYK, $LIN, $SPGI, $ADI, $IAU. The full ranking of 25 similar funds is below.

#1Cushing Capital Partners, LLCPassive
Some overlap · 6 shared positions
$IAUM$SYK$LIN$SPGI$ADI$IAU
$145M
99 positions
#2FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 7 shared positions
$RSG$SYK$AZO$AJG$SPGI$ADI
$4.8B
92 positions
#3Ronald Blue Trust, Inc.Active
Some overlap · 3 shared positions
$IAUM$SHW$IAU
$9.5B
2,447 positions
#4Sankala Group LLCPassive
Some overlap · 3 shared positions
$IAUM$AZO$IAU
$150M
631 positions
#5DEARBORN PARTNERS LLCPassive
Some overlap · 5 shared positions
$SHW$RSG$SYK$AJG$SPGI
$1.8B
269 positions
#6PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$SYK$SHW$AZO$LIN$SPGI
$37.4B
135 positions
#7Clio Asset Management LLCActive
Some overlap · 5 shared positions
$SHW$AZO$LIN$AJG$SPGI
$126M
15 positions
#8PineStone Asset Management Inc.Active
Some overlap · 5 shared positions
$SHW$AZO$LIN$SPGI$ADI
$16.2B
44 positions
#9Harbor Group, Inc.Active
Some overlap · 3 shared positions
$BAH$ADI$MDY
$851M
115 positions
#10Permanens Capital L.P.Active
Some overlap · 4 shared positions
$IAUM$SPGI$IAU$AJG
$972M
100 positions
#11COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$SHW$SYK$LIN$SPGI$NOW
$1.7B
91 positions
#12Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$BAH$ADI$IAU
$829M
163 positions
#13ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$SHW$SYK$AZO$SPGI
$1.3B
109 positions
#14SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 4 shared positions
$IAUM$SYK$AJG$IAU
$2.1B
218 positions
#15CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$SHW$SYK$LIN$SPGI
$456M
67 positions
#16Mesirow Financial Investment Management, Inc.Active
Some overlap · 4 shared positions
$BAH$LIN$SYK$MDY
$6.4B
529 positions
#17Unisphere EstablishmentActive
Some overlap · 5 shared positions
$RSG$LIN$AJG$SPGI$ADI
$11.7B
56 positions
#18Western Reserve Capital Management, LLCActive
Some overlap · 3 shared positions
$MDY$SHW$SYK
$135M
53 positions
#19Firestone Capital ManagementActive
Some overlap · 3 shared positions
$IAUM$MDY$IAU
$537M
168 positions
#20CENTRAL BANK & TRUST COActive
Some overlap · 4 shared positions
$MDY$SHW$SYK$SPGI
$705M
185 positions
#21Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$BAH$AJG$IAU
$110M
73 positions
#22DIVERSIFIED MANAGEMENT INCPassive
Some overlap · 3 shared positions
$BAH$MDY$NOW
$468M
171 positions
#23Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$SHW$SYK$LIN$IAU
$129M
94 positions
#24Fiera Capital CorpActive
Some overlap · 4 shared positions
$SHW$AZO$LIN$ADI
$27.6B
401 positions
#25FLOSSBACH VON STORCH SEActive
Some overlap · 5 shared positions
$SYK$LIN$SHW$SPGI$ADI
$22.1B
106 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.