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 Silver Coast Investments

13F Portfolio OverlapQ2 2026Silver Coast Investments portfolio →

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Most similar hedge funds by 13F overlap

Silver Coast Investments LLC is an institutional investor managing $336M across 121 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 Silver Coast Investments are Neumann, PARTNERS INVESTMENT GROUP, LLP, Catalyst Investment, with shared positions in $DOV, $CMI, $GILD, $MS, $LIN, $DE. The full ranking of 25 similar funds is below.

#1Neumann Capital Management, LLCActive

Notable overlap · 4 shared positions

$DOV $CMI $GILD $MS

$151M

58 positions

#2PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 4 shared positions

$DOV $LIN $DE $CRM

$2.8B

186 positions

#3Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$DOV $DE $MS $LMT

$110M

73 positions

#4CINCINNATI CASUALTY COSmart money

Notable overlap · 3 shared positions

$DOV $CMI $APD

$188M

24 positions

#5Orcam Financial GroupActive

Notable overlap · 3 shared positions

$DOV $DE $AFL

$205M

105 positions

#6PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$DOV $DE $LOW

$216M

110 positions

#7HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $LIN $MO

$209M

83 positions

#8Albar Capital Partners LLPActive

Notable overlap · 4 shared positions

$DOV $ASML $APD $LIN

$767M

38 positions

#9Newton One Investments LLCActive

Notable overlap · 5 shared positions

$DOV $DE $ALL $MS $APD

$397M

146 positions

#10Highland Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$DOV $DE $MO

$229M

734 positions

#11Barry Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $MO $GD

$478M

102 positions

#12Sageworth Trust CoActive

Notable overlap · 3 shared positions

$DOV $ASML $CMI

$2.5B

127 positions

#13Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$DOV $ALL $MO

$328M

188 positions

#14Intelligent Financial StrategiesSmart money

Notable overlap · 3 shared positions

$DOV $HSY $CMI

$208M

60 positions

#15Lakewood Asset Management LLCPassive

Notable overlap · 3 shared positions

$DOV $HPE $CMI

$182M

107 positions

#16AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$DOV $ASML $LOW $CRM

$832M

230 positions

#17BCR Wealth Strategies, LLCSmart money

Notable overlap · 3 shared positions

$DOV $DE $LOW

$356M

32 positions

#18Three Bridge Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $ASML $GD

$399M

87 positions

#19UNITED BANKActive

Notable overlap · 8 shared positions

$DOV $CMI $AFL $GILD $HSY $LMT

$853M

130 positions

#20SCS Capital Management LLCActive

Notable overlap · 3 shared positions

$DOV $MS $HPE

$10.6B

485 positions

#21Goldstone Financial Group, LLCPassive

Notable overlap · 3 shared positions

$DOV $GD $MS

$1.1B

243 positions

#22DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$AFL $LMT $CMI $DE $DOV $APD

$124M

100 positions

#23SECURITY NATIONAL BANK OF SO DAK

Notable overlap · 4 shared positions

$DOV $AFL $CMI $LIN

$207M

119 positions

#24CONNING INC.Passive

Notable overlap · 7 shared positions

$CMI $AFL $GILD $VLO $LMT $GD

$3.3B

327 positions

#25Advisory Resource GroupPassive

Some overlap · 6 shared positions

$VLO $AFL $CMI $CRM $GD $ASML

$665M

183 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.