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 ABNER HERRMAN & BROCK

13F Portfolio OverlapQ2 2026ABNER HERRMAN & BROCK portfolio →

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Most similar hedge funds by 13F overlap

ABNER HERRMAN & BROCK LLC is an institutional investor managing $1.1B across 111 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 ABNER HERRMAN & BROCK are DCM Advisors, Cunning Partners, Titan Investment, with shared positions in $DELL, $MS, $AXP, $WFC, $MCD, $AIG. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive

Notable overlap · 8 shared positions

$DELL $MS $AXP $WFC $MCD $AIG

$253M

38 positions

#2Cunning Capital Partners, LPActive

Notable overlap · 6 shared positions

$DELL $MS $PWR $AXP $WFC $CB

$248M

55 positions

#3Titan Investment Management LLCActive

Notable overlap · 3 shared positions

$DELL $MS $PWR

$135M

38 positions

#4Objectivity Squared, LLCActive

Notable overlap · 3 shared positions

$DELL $BA $PWR

$178M

56 positions

#5BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 5 shared positions

$DELL $CB $MCD $EMR $WFC

$2.5B

270 positions

#6CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 7 shared positions

$CB $MS $PWR $WFC $VZ $AXP

$1.2B

153 positions

#7Persium Advisors, LLCSmart money

Notable overlap · 4 shared positions

$DELL $AON $MCD $VZ

$153M

69 positions

#8Concord Investment Counsel Inc.Active

Notable overlap · 3 shared positions

$DELL $MAR $RCL

$366M

50 positions

#9NEW VERNON INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$MS $CB $MAR $AON $SYK

$82M

37 positions

#10Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$AXP $CB $MS $MCD $SYK

$467M

118 positions

#11LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive

Notable overlap · 5 shared positions

$DELL $MS $MCD $WFC $ISRG

$476M

102 positions

#12HARTLINE INVESTMENT CORP/Active

Notable overlap · 5 shared positions

$DELL $MS $C $MAR $AXP

$1.1B

115 positions

#13William Allan CorpActive

Notable overlap · 4 shared positions

$DELL $MCD $SYK $AXP

$204M

62 positions

#14WAYCROSS PARTNERS, LLCActive

Notable overlap · 6 shared positions

$BA $MCD $C $EMR $AXP $ISRG

$1.2B

72 positions

#15Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$CB $BA $WFC $MCD $VZ $C

$223M

81 positions

#16WOODMONT INVESTMENT COUNSEL LLCActive

Notable overlap · 4 shared positions

$DELL $CB $VZ $EMR

$1.8B

287 positions

#17Alphinity Investment Management Pty LtdActive

Some overlap · 4 shared positions

$MS $AXP $CB $ISRG

$6.0B

27 positions

#18BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$DELL $CB $SYK $MCD

$1.7B

401 positions

#19Jefferson Bridge Capital, LLCPassive

Some overlap · 3 shared positions

$DELL $CB $VZ

$115M

53 positions

#20JBF Capital, Inc.Active

Some overlap · 3 shared positions

$DELL $MS $AIG

$764M

100 positions

#21Hudson Canyon Capital ManagementPassive

Some overlap · 3 shared positions

$DELL $MS $C

$187M

50 positions

#22AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 4 shared positions

$DELL $VZ $C $MS

$197M

140 positions

#23Unify Financial AdvisorsPassive

Some overlap · 3 shared positions

$DELL $VZ $ISRG

$108M

90 positions

#24Richard C. Young & CO., LTD.Passive

Some overlap · 3 shared positions

$DELL $VZ $EMR

$1.4B

101 positions

#25Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$DELL $MS $MAR $C

$181M

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.