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 MATRIX ASSET ADVISORS /NY

13F Portfolio OverlapQ1 2026MATRIX ASSET ADVISORS /NY portfolio →

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Most similar hedge funds by 13F overlap

MATRIX ASSET ADVISORS INC/NY is an institutional investor managing $1.2B across 106 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 MATRIX ASSET ADVISORS /NY are Granite Group Advisors,, EDGAR LOMAX /VA, CAMBIAR INVESTORS, with shared positions in $PNC, $SBUX, $USB, $TXN, $LMT, $NEE. The full ranking of 25 similar funds is below.

#1Granite Group Advisors, LLCActive

Substantial overlap · 16 shared positions

$PNC $SBUX $USB $TXN $LMT $NEE

$165M

86 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 11 shared positions

$USB $NEE $CCZ $TGT $LMT $FDX

$1.4B

56 positions

#3CAMBIAR INVESTORS LLCActive

Notable overlap · 8 shared positions

$TXN $MDT $PNC $AMAT $USB $FDX

$2.2B

145 positions

#4Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$AMGN $__PARK_1390777 $MS $LMT $SBUX $LOW

$353M

78 positions

#5Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $MS $__PARK_1390777 $LMT $LOW $MDT

$272M

95 positions

#6EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$USB $MDT $PNC $TGT $WFC $PYPL

$5.1B

71 positions

#7FourThought Financial Partners, LLCPassive

Notable overlap · 9 shared positions

$NEE $LMT $CCZ $MS $MDT $LOW

$1.2B

384 positions

#8Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$PNC $__PARK_1390777 $TXN $AMGN $LOW $WFC

$98M

50 positions

#9DAVIS SELECTED ADVISERSActive

Notable overlap · 6 shared positions

$USB $TXN $TSN $AMAT $WFC $PNC

$21.8B

112 positions

#10Atlas Wealth LLCPassive

Notable overlap · 7 shared positions

$PNC $MS $LMT $NEE $AMGN $TMO

$334M

115 positions

#11Allied Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$USB $LMT $MDT $TGT $WFC $FDX

$697M

100 positions

#12Longaeva Partners L.P.Passive

Notable overlap · 7 shared positions

$PNC $MS $USB $KKR $TGT $SBUX

$2.7B

204 positions

#13TORRAY LLCPassive

Notable overlap · 6 shared positions

$AMGN $TXN $NEE $CCZ $KKR $MS

$682M

88 positions

#14Econ Financial Services CorpPassive

Notable overlap · 8 shared positions

$MDT $TXN $TSN $LOW $GNRC $USB

$215M

74 positions

#15VANTAGE WEALTH

Notable overlap · 5 shared positions

$AMGN $MDT $TXN $NEE $TEL

$463M

30 positions

#16Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$MS $MDT $NEE $CCZ $LOW $TGT

$9.8B

213 positions

#17DMKC Advisory Services, LLCPassive

Notable overlap · 7 shared positions

$USB $WFC $LMT $FDX $TGT $LOW

$240M

84 positions

#18Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$AMGN $USB $AMAT $LMT $AEP

$184M

32 positions

#19Socorro Asset Management LPPassive

Notable overlap · 4 shared positions

$PNC $MS $TXN $NEE

$221M

32 positions

#20SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$MDT $AEP $WFC $AMGN $USB $TXN

$728M

79 positions

#21Flavin Financial Services, Inc.Passive

Notable overlap · 6 shared positions

$PNC $MS $NEE $LMT $AMGN $LOW

$149M

72 positions

#22Nexus Investment Management ULCActive

Notable overlap · 5 shared positions

$MDT $MS $TXN $AEP $TMO

$715M

70 positions

#23Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AMGN $MDT $__PARK_1390777 $AMAT

$101M

307 positions

#24Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$AMGN $NEE $TXN $TGT $LMT $MDT

$1.3B

138 positions

#25CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$USB $__PARK_1390777 $AMAT $MDT $NKE $STZ

$1.4B

80 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.