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 SPRING

13F Portfolio OverlapQ2 2026SPRING portfolio →

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Most similar hedge funds by 13F overlap

SPRING CAPITAL MANAGEMENT, LLC is an institutional investor managing $205M across 55 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 SPRING are Eliot Finkel Investment Counsel, CUTLER INVESTMENT COUNSEL, OLD REPUBLIC INTERNATIONAL, with shared positions in $ETN, $DE, $MCD, $APD, $PEP, $NEE. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$ETN $DE $MCD $APD $PEP

$214M

33 positions

#2CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$DE $NEE $MCD $KR $VZ $MDT

$1.1B

157 positions

#3OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$ETN $QCOM $GWW $PEP $MCD $KMB

$2.7B

54 positions

#4ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$DE $BRO $MCD $ADP $PEP

$878M

73 positions

#5Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$KMB $MCD $ADP $APD $PEP $VZ

$199M

38 positions

#6Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$NEE $MCD $KMB $PEP $VZ $MDT

$497M

948 positions

#7Welch Group, LLCPassive

Notable overlap · 7 shared positions

$QCOM $NEE $MCD $VZ $KMB $PEP

$2.9B

326 positions

#8CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$DE $NEE $LHX $MCD $ADP $MDT

$767M

184 positions

#9PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$GWW $NEE $ADP $PEP $BRO

$209M

54 positions

#10Mendel Capital Management LLCActive

Notable overlap · 6 shared positions

$GWW $KR $ADP $LHX $QCOM $VZ

$222M

99 positions

#11DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$DE $KMB $PEP $ETN $MDT $ADP

$530M

92 positions

#12Fruth Investment ManagementPassive

Notable overlap · 7 shared positions

$GWW $DE $ETN $ADP $APD $PEP

$421M

225 positions

#13Financial & Tax Architects, LLCPassive

Notable overlap · 5 shared positions

$NEE $MCD $ADP $PEP $MDT

$474M

110 positions

#14JGP Wealth Management, LLCActive

Notable overlap · 8 shared positions

$GWW $ADP $LHX $NEE $APD $TPL

$1.1B

231 positions

#15Advanced Asset Management Advisors IncActive

Notable overlap · 4 shared positions

$GWW $QCOM $KR $PEP

$380M

85 positions

#16Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$APD $MCD $ETN $PEP $QCOM $ADP

$108M

52 positions

#17Trace Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$QCOM $DE $PEP

$153M

69 positions

#18M. Kraus & CoPassive

Notable overlap · 5 shared positions

$LHX $NEE $PEP $ETN $VZ

$377M

86 positions

#19Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$MCD $QCOM $PEP $KR $VZ $OKE

$455M

57 positions

#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$QCOM $MCD $PEP $VZ $MDT

$201M

57 positions

#21Andrews Advisory Associates, LLCActive

Notable overlap · 9 shared positions

$ADP $MCD $GWW $NEE $APD $PEP

$208M

86 positions

#22MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$QCOM $PEP $NEE $MDT $ADP

$1.2B

106 positions

#23Tandem Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$NEE $BRO $MCD $PEP

$1.5B

68 positions

#24Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 3 shared positions

$DE $QCOM $MRVL

$679M

31 positions

#25FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$MCD $ETN $NEE $PEP $MDT $LHX

$5.3B

210 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.