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 EDMP,

13F Portfolio OverlapQ1 2026EDMP, portfolio →

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Most similar hedge funds by 13F overlap

EDMP, INC. is an institutional investor managing $124M across 71 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 EDMP, are Catherine Avery Investment, Adams Asset Advisors,, Disciplined Equity ,, with shared positions in $OMC, $AMGN, $TFC, $VZ, $BMY, $ES. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$OMC $AMGN $TFC $VZ $BMY $ES

$223M

109 positions

#2Adams Asset Advisors, LLCActive

Notable overlap · 8 shared positions

$MO $VZ $EPD $CMI $AMGN $T

$891M

88 positions

#3Disciplined Equity Management, Inc.Active

Notable overlap · 5 shared positions

$MO $TFC $T $VZ $OMC

$199M

44 positions

#4Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$MO $T $O $VZ $MMM

$237M

32 positions

#5GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 4 shared positions

$AFL $AMGN $AMP $ELV

$854M

145 positions

#6Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$MO $EPD $CMI $ELV $C $T

$695M

159 positions

#7Birch Capital Management, LLCActive

Notable overlap · 5 shared positions

$AMGN $COR $EPD $CTSH $FDX

$191M

78 positions

#8SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$T $TFC $AMGN $VZ $C $MMM

$728M

79 positions

#9LETKO, BROSSEAU & ASSOCIATES INCActive

Notable overlap · 8 shared positions

$T $EMN $VZ $RY $TFC $C

$6.2B

101 positions

#10Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$TFC $O $EPD $CMI $AMP $AMGN

$186M

95 positions

#11Round Hill Asset ManagementPassive

Notable overlap · 4 shared positions

$AMGN $T $BMY $C

$153M

62 positions

#12VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 6 shared positions

$VZ $AMGN $COR $NFG $CI $AIZ

$1.6B

316 positions

#13BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 5 shared positions

$MO $AMGN $VZ $COR $BMY

$480M

133 positions

#14Ranch Capital Advisors Inc.Passive

Notable overlap · 6 shared positions

$T $VZ $AMGN $CMI $C $AFL

$277M

154 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$AFL $AMGN $O $VZ

$187M

55 positions

#16Baugh & Associates, LLCActive

Notable overlap · 4 shared positions

$MO $TFC $VZ $O

$232M

44 positions

#17Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$AMGN $VZ $AMP $BMY $MMM

$200M

53 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$T $VZ $CMI $ES $C

$220M

148 positions

#19Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$AFL $AMGN $CMI $AMP $CI

$105M

62 positions

#20Ellsworth Advisors, LLCPassive

Notable overlap · 5 shared positions

$AMGN $EPD $MO $BMY $T

$532M

164 positions

#21Pathway Financial Advisers, LLCPassive

Notable overlap · 6 shared positions

$O $EPD $VZ $OHI $CMI $AMGN

$354M

164 positions

#22Principal Street Partners, LLCPassive

Notable overlap · 6 shared positions

$VZ $T $EMN $BMY $MO $AMGN

$613M

247 positions

#23Nepsis Inc.Active

Notable overlap · 4 shared positions

$AMGN $BMY $CI $SMCI

$299M

29 positions

#24Kinloch Capital, LLCPassive

Notable overlap · 4 shared positions

$MO $O $AFL $ES

$245M

83 positions

#25EQUITY INVESTMENT CORPActive

Notable overlap · 4 shared positions

$T $TFC $NFG $VZ

$5.1B

71 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.