What hedge funds are most similar to NEW ENGLAND ASSET MANAGEMENT INC?

The funds with the most similar 13F portfolios to NEW ENGLAND ASSET MANAGEMENT INC are DCM Advisors,, Griffith & Werner,, DMKC Advisory Services,, 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 NEW ENGLAND ASSET

13F Portfolio OverlapQ1 2026NEW ENGLAND ASSET portfolio →

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Most similar hedge funds by 13F overlap

NEW ENGLAND ASSET MANAGEMENT INC is an institutional investor managing $786M across 99 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NEW ENGLAND ASSET are DCM Advisors,, Griffith & Werner,, DMKC Advisory Services,, with shared positions in $WFC, $BAC, $T, $CSX, $VZ, $CVS. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive

Notable overlap · 7 shared positions

$WFC $BAC $T $CSX $VZ $CVS

$220M

38 positions

#2Griffith & Werner, Inc.Active

Notable overlap · 7 shared positions

$BAC $WFC $VZ $T $DUK $LMT

$202M

72 positions

#3DMKC Advisory Services, LLCPassive

Notable overlap · 6 shared positions

$WFC $BAC $SYY $USB $SHEL $LMT

$240M

84 positions

#4PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 5 shared positions

$WFC $BAC $KKR $PPL $LNT

$402M

112 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$BAC $T $WFC $USB $DUK $LMT

$1.4B

56 positions

#6Allied Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$WFC $BAC $SYY $USB $SHEL $LMT

$697M

100 positions

#7Global Wealth Management Investment Advisory, Inc.Passive

Notable overlap · 7 shared positions

$KKR $BAC $VZ $USB $DUK $AMGN

$638M

158 positions

#8Brandywine Global Investment Management, LLC

Notable overlap · 7 shared positions

$BAC $WFC $T $VZ $CVS $AMGN

$14.9B

601 positions

#9Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 7 shared positions

$KKR $VZ $DUK $WFC $LMT $AMGN

$170M

125 positions

#10Center for Wealth Management AdvisoryActive

Notable overlap · 9 shared positions

$VZ $USB $DUK $CI $LMT $CRH

$139M

62 positions

#11Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$BAC $SYY $LMT $AMGN $WFC $VZ

$170M

82 positions

#12Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$BAC $T $VZ $DUK $CSX $AMGN

$215M

125 positions

#13AEGON USA Investment Management, LLCSmart money

Notable overlap · 6 shared positions

$WFC $BAC $KKR $DUK $PPL $CMS

$128M

41 positions

#14American Assets Investment Management, LLCActive

Notable overlap · 5 shared positions

$WFC $BAC $SHEL $USB $AMGN

$1.5B

146 positions

#15Charter Capital Management, LLC\DESmart money

Notable overlap · 7 shared positions

$KKR $USB $CSX $LNT $VZ $WFC

$200M

70 positions

#16Piedmont Capital Management, LLCActive

Notable overlap · 5 shared positions

$KKR $USB $KO $VZ $AMGN

$197M

50 positions

#17Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$VZ $BAC $USB $LMT $AMGN $CVS

$245M

98 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WFC $VZ $T $DUK $LMT $KO

$220M

148 positions

#19Argyle Capital Management, LLCPassive

Notable overlap · 7 shared positions

$BAC $VZ $T $DUK $WFC $AMGN

$308M

137 positions

#20TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$WFC $DUK $AMGN $LAMR $SYY $KO

$132M

96 positions

#21Ranch Capital Advisors Inc.Passive

Notable overlap · 5 shared positions

$KKR $VZ $T $DUK $AMGN

$277M

154 positions

#22LOUNTZIS ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$KKR $WFC $USB

$273M

52 positions

#23Stablepoint Partners, LLCPassive

Notable overlap · 8 shared positions

$T $VZ $LMT $AMGN $CVS $DUK

$673M

260 positions

#24EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$WFC $VZ $T $USB $SHEL $UL

$5.1B

71 positions

#25ADVENT CAPITAL MANAGEMENT /DE/Passive

Notable overlap · 5 shared positions

$BAC $KKR $PPL $DUK $CMS

$3.6B

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.