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 Sicart Associates

13F Portfolio OverlapQ2 2026Sicart Associates portfolio →

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Most similar hedge funds by 13F overlap

Sicart Associates LLC is an institutional investor managing $408M across 74 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 Sicart Associates are Eagle Health Investments, SWS Partners, Robinson Value , Ltd., with shared positions in $GH, $ILMN, $IONS, $XYZ, $MP, $GLW. The full ranking of 25 similar funds is below.

#1Eagle Health Investments LPActive

Notable overlap · 3 shared positions

$GH $ILMN $IONS

$603M

27 positions

#2SWS PartnersPassive

Notable overlap · 5 shared positions

$GH $XYZ $MP $GLW $WFC

$463M

108 positions

#3Robinson Value Management, Ltd.Passive

Notable overlap · 7 shared positions

$WFC $ADBE $MDT $DIS $SLV $NKE

$187M

75 positions

#4HARRIS ASSOCIATES L PActive

Notable overlap · 4 shared positions

$ABNB $TRGP $SYY $WFC

$75.4B

162 positions

#5Old West Investment Management, LLCPassive

Notable overlap · 5 shared positions

$ILMN $SLB $BG $NTR $ALB

$944M

124 positions

#6COLRAIN CAPITAL LLCActive

Notable overlap · 5 shared positions

$SLB $BG $MDT $NTR $MOS

$295M

25 positions

#7Providence Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$SLB $SYY $WFC $MDT $DIS $NKE

$660M

385 positions

#8WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 4 shared positions

$ILMN $SLB $MDT $SYY

$742M

119 positions

#9Allied Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$WFC $SYY $MDT $FDX $LOW

$797M

110 positions

#10ABBINGTON INVESTMENT GROUPActive

Some overlap · 6 shared positions

$FSM $SLB $NTR $MOS $SLV $PSLV

$157M

52 positions

#11DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 5 shared positions

$SYY $WFC $DIS $ADBE $LOW

$1.2B

599 positions

#12DMKC Advisory Services, LLCActive

Some overlap · 5 shared positions

$WFC $SYY $MDT $FDX $LOW

$530M

92 positions

#13EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive

Some overlap · 4 shared positions

$SLB $WFC $MDT $DIS

$842M

118 positions

#14GUARDCAP ASSET MANAGEMENT LtdActive

Some overlap · 3 shared positions

$ILMN $ADBE $NKE

$1.4B

18 positions

#15CALIFORNIA FIRST LEASING CORPActive

Some overlap · 3 shared positions

$WFC $ABNB $SLB

$471M

34 positions

#16Old North State Wealth Management, LLCPassive

Some overlap · 4 shared positions

$ADBE $GLW $ALB $MDT

$234M

112 positions

#17BLUE JEAN FINANCIAL LLCPassive

Some overlap · 3 shared positions

$ABNB $XYZ $MP

$144M

70 positions

#18Black Cypress Capital Management, LLCActive

Some overlap · 6 shared positions

$WFC $SLB $DIS $LULU $SBUX $LOW

$150M

29 positions

#19PGGM InvestmentsActive

Some overlap · 4 shared positions

$ILMN $ALB $MDT $REGN

$4.1B

59 positions

#20Tweedy, Browne Co LLCActive

Some overlap · 4 shared positions

$IONS $WFC $DIS $FDX

$1.3B

91 positions

#21apricus wealth, LLCPassive

Some overlap · 4 shared positions

$SLB $BG $ABNB $MDT

$210M

129 positions

#22Clark & Stuart, IncPassive

Some overlap · 5 shared positions

$SYY $ADBE $SLB $MDT $SBUX

$159M

57 positions

#23Family Capital Trust CoActive

Some overlap · 4 shared positions

$TRGP $ADBE $DIS $SBUX

$307M

83 positions

#24SEIZERT CAPITAL PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WFC $SYY $ADBE $REGN

$2.4B

181 positions

#25Cambridge Financial Group, Inc.Active

Some overlap · 3 shared positions

$TRGP $SYY $FDX

$287M

33 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.