What hedge funds are most similar to Suncoast Equity Management?

The funds with the most similar 13F portfolios to Suncoast Equity Management are Bey-Douglas, Advocacy Wealth, ALTA, based on overlapping conviction holdings in the latest SEC filings.

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 Suncoast Equity

13F Portfolio OverlapQ2 2026Suncoast Equity portfolio →

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Most similar hedge funds by 13F overlap

Suncoast Equity Management is an institutional investor managing $798M across 63 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 Suncoast Equity are Bey-Douglas, Advocacy Wealth, ALTA, with shared positions in $MCK, $SYK, $GWW, $ETN, $SPGI, $APH. The full ranking of 25 similar funds is below.

#1Bey-Douglas LLC

Notable overlap · 9 shared positions

$MCK $SYK $GWW $ETN $SPGI $APH

$115M

56 positions

#2Advocacy Wealth Management, LLCActive

Notable overlap · 7 shared positions

$SYK $SPGI $APH $ASML $ETN $NOW

$2.8B

151 positions

#3ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 9 shared positions

$ETN $TJX $APH $ASML $SPGI $SYK

$1.3B

109 positions

#4BARLOW WEALTH PARTNERS, INC.Active

Notable overlap · 8 shared positions

$GWW $MCK $TJX $ASML $UBER $NOW

$926M

149 positions

#5PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$GWW $SYK $SPGI $CTAS $SHW $ADP

$209M

54 positions

#6Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$ETN $TJX $MCK $SPGI $AON $SYK

$339M

49 positions

#7Raub Brock Capital Management LPActive

Notable overlap · 6 shared positions

$MCK $ETN $TJX $APH $SHW $ADP

$363M

45 positions

#8SHUTTLEWORTH & CoPassive

Notable overlap · 7 shared positions

$ETN $MCK $TJX $APH $FAST $CTAS

$125M

51 positions

#9Carmignac GestionActive

Notable overlap · 7 shared positions

$MCK $SPGI $APH $ABNB $COR $NOW

$7.7B

100 positions

#10PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$SYK $SPGI $TJX $APH $ASML

$836M

93 positions

#11CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$APH $GWW $AON $SYK $SPGI $TJX

$456M

67 positions

#12Birch Hill Investment Advisors LLCActive

Notable overlap · 8 shared positions

$TJX $APH $ASML $SPGI $GWW $TT

$2.5B

211 positions

#13SCHOLTZ & COMPANY, LLCPassive

Notable overlap · 5 shared positions

$ETN $MCK $SPGI $ASML $UBER

$200M

48 positions

#14HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$TJX $APH $SPGI $SYK $NOW $UBER

$2.8B

278 positions

#15Haverford Trust CoActive

Notable overlap · 7 shared positions

$TJX $ETN $SPGI $AON $MCK $SYK

$11.6B

424 positions

#16Running Oak Capital LLCPassive

Notable overlap · 8 shared positions

$GWW $ETN $TJX $SYK $NOW $MRSH

$587M

59 positions

#17Saturna Capital CORPActive

Notable overlap · 6 shared positions

$TJX $SYK $ASML $NOW $GWW $TT

$8.2B

140 positions

#18JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 9 shared positions

$SYK $APH $TJX $CTAS $SHW $MRSH

$4.1B

83 positions

#19Sandhill Capital Partners LLCActive

Notable overlap · 5 shared positions

$SYK $APH $NOW $UBER $TT

$1.2B

98 positions

#20COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 8 shared positions

$SYK $SPGI $APH $FAST $NOW $CTAS

$1.7B

91 positions

#21NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $ETN $TJX $BR $ADP

$341M

91 positions

#22Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$ETN $TJX $APH $SPGI $UBER

$214M

50 positions

#23AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$ETN $TJX $APH $NOW $UBER $MRSH

$1.6B

118 positions

#24Segment Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$ASML $APH $MCK $SPGI $SYK $TJX

$1.9B

312 positions

#25Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 7 shared positions

$SYK $SPGI $APH $CTAS $MCK $UBER

$2.9B

215 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.