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Hedge Funds Similar to SP Asset

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

SP Asset Management LLC is an institutional investor managing $1.2B across 137 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 SP Asset are Brookmont, CINCINNATI FINANCIAL, ProVise Group, with shared positions in $ADI, $WFC, $ABT, $QCOM, $PEP, $HON. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive
Notable overlap · 7 shared positions
$ADI$WFC$ABT$QCOM$PEP$HON
$186M
61 positions
#2CINCINNATI FINANCIAL CORPActive
Some overlap · 7 shared positions
$ADI$PM$QCOM$ABT$MDLZ$HON
$5.2B
56 positions
#3ProVise Management Group, LLCPassive
Some overlap · 4 shared positions
$ADI$WFC$PM$PEP
$1.5B
282 positions
#4Phraction Management LLCActive
Some overlap · 6 shared positions
$ADI$WFC$PM$PEP$HON$HONA
$596M
66 positions
#5BANK OF STOCKTONActive
Some overlap · 5 shared positions
$ADI$WFC$AXP$QCOM$ABT
$356M
126 positions
#6SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$ADI$WFC$AXP$ABT$SBUX
$1.5B
160 positions
#7Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$ADI$ABT$AXP$SBUX$PEP$CRM
$116M
240 positions
#8HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$ADI$PM$ABT$AXP$WFC$PEP
$252M
43 positions
#9CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$ADI$WFC$SBUX$PEP
$1.3B
99 positions
#10CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$ADI$ABT$QCOM$PEP$MDLZ
$6.9B
64 positions
#11Delaney Dennis RActive
Some overlap · 5 shared positions
$ADI$ABT$AXP$PEP$HON
$314M
61 positions
#12Kidder Stephen WActive
Some overlap · 4 shared positions
$ADI$ABT$AXP$PEP
$396M
75 positions
#13Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$ADI$QCOM$ABT$AXP
$4.3B
344 positions
#14ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 3 shared positions
$ADI$WFC$AXP
$130M
106 positions
#15Dundas Partners LLPActive
Some overlap · 4 shared positions
$ADI$ABT$AXP$CRM
$1.4B
31 positions
#16RB Capital Management, LLCPassive
Some overlap · 6 shared positions
$WFC$ABT$SBUX$AXP$PEP$CRM
$513M
204 positions
#17Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 4 shared positions
$ADI$PM$ABT$MDLZ
$449M
45 positions
#18Peoples Bank/KSPassive
Some overlap · 5 shared positions
$ADI$WFC$PEP$MDLZ$HON
$103M
98 positions
#19R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ADI$QCOM$PM$ABT
$188M
39 positions
#20Keystone Financial ServicesActive
Some overlap · 3 shared positions
$WFC$ADI$PM
$388M
131 positions
#21InvesTrustPassive
Some overlap · 5 shared positions
$WFC$PM$AXP$SBUX$PEP
$260M
95 positions
#22Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$WFC$QCOM$PM$ABT$MDLZ
$596M
127 positions
#23Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$ADI$ABT$AXP
$1.4B
135 positions
#24SOMERVILLE KURT FActive
Some overlap · 3 shared positions
$ADI$ABT$AXP
$419M
97 positions
#25Elefante Mark BActive
Some overlap · 3 shared positions
$ADI$ABT$AXP
$232M
60 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.