Hedge Funds Similar to SUTTON PLACE INVESTORS

13F Portfolio OverlapQ3 2026SUTTON PLACE INVESTORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SUTTON PLACE INVESTORS LLC is an institutional investor managing $212M across 152 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SUTTON PLACE INVESTORS are HAGER INVESTMENT SERVICES, Smith Group Asset, RENAISSANCE GROUP, with shared positions in $SCHW, $TJX, $KLAC, $WBS, $PM, $SNDK. The full ranking of 25 similar funds is below.

#1HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Slight overlap · 3 shared positions

$SCHW $TJX $KLAC

$217M

352 positions

#2Smith Group Asset Management, LLCActive

Slight overlap · 3 shared positions

$SCHW $TJX $KLAC

$2.5B

166 positions

#3RENAISSANCE GROUP LLCPassive

Slight overlap · 3 shared positions

$SCHW $TJX $KLAC

$2.5B

234 positions

#4Venturi Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$SCHW $TJX $KLAC

$2.6B

632 positions

#5Hutchens & Kramer Investment Management Group, LLCActive

Slight overlap · 3 shared positions

$SCHW $TJX $KLAC

$335M

156 positions

#6Mitsubishi UFJ Asset Management (UK) Ltd.Passive

Slight overlap · 3 shared positions

$SCHW $WBS $KLAC

$213M

106 positions

#7PRIMECAP MANAGEMENT CO/CA/Active

Slight overlap · 3 shared positions

$SCHW $TJX $KLAC

$169.1B

324 positions

#8FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive

Slight overlap · 3 shared positions

$8.4B

431 positions

#9Van Diest Capital, LLCPassive

Slight overlap · 3 shared positions

$SCHW $PM $KLAC

$112M

176 positions

#10BLALOCK WILLIAMS, LLCPassive

Slight overlap · 3 shared positions

$SCHW $PM $KLAC

$154M

154 positions

#11ARGUS INVESTORS' COUNSEL, INC.Passive

Slight overlap · 3 shared positions

$SCHW $TJX $KLAC

$129M

106 positions

#12COLTON GROOME FINANCIAL ADVISORS, LLCActive

Slight overlap · 3 shared positions

$SCHW $TJX $KLAC

$427M

162 positions

#13Decatur Capital Management, Inc.Active

Slight overlap · 3 shared positions

$SCHW $TJX $KLAC

$295M

53 positions

#14CITIZENS & NORTHERN CORPActive

Slight overlap · 3 shared positions

$SCHW $TJX $KLAC

$438M

117 positions

#15FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active

Slight overlap · 3 shared positions

$SCHW $PM $KLAC

$19.7B

437 positions

#16Keystone Financial ServicesActive

Slight overlap · 3 shared positions

$SCHW $PM $SNDK

$388M

131 positions

#17American TrustActive

Slight overlap · 3 shared positions

$TJX $SCHW $KLAC

$1.3B

334 positions

#18Oak Harvest Investment ServicesPassive

Slight overlap · 3 shared positions

$SCHW $PM $KLAC

$1.1B

166 positions

#19Trust Investment AdvisorsPassive

Slight overlap · 3 shared positions

$TJX $WBS $KLAC

$229M

102 positions

#20HOWE & RUSLING INCPassive

Slight overlap · 3 shared positions

$1.7B

479 positions

#21Teamwork Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$908M

182 positions

#22Blue Chip Partners, LLCActive

Slight overlap · 3 shared positions

$1.6B

184 positions

#23BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$1.8B

356 positions

#24Kelly Financial Services LLCActive

Slight overlap · 3 shared positions

$463M

130 positions

#25Vivid Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$280M

73 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.