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 Palouse ,

13F Portfolio OverlapQ1 2026Palouse , portfolio →

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Most similar hedge funds by 13F overlap

Palouse Capital Management, Inc. is an institutional investor managing $160M across 124 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 Palouse , are MORGAN DEMPSEY, Persium Advisors,, Catherine Avery Investment, with shared positions in $C, $UPS, $VZ, $OKE, $MDT, $SBUX. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$C $UPS $VZ $OKE $MDT $SBUX

$220M

148 positions

#2Persium Advisors, LLCActive

Notable overlap · 8 shared positions

$DELL $PFE $VZ $UNH $MDT $MRSH

$127M

60 positions

#3Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$UPS $C $PFE $VZ $OKE $HPE

$223M

109 positions

#4Monte Financial Group, LLCPassive

Notable overlap · 7 shared positions

$BKR $UPS $DELL $PFE $MDT $TXN

$282M

100 positions

#5Nexus Investment Management ULCActive

Notable overlap · 8 shared positions

$TXN $UPS $C $PFE $MDT $HON

$715M

70 positions

#6SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 7 shared positions

$C $UPS $PFE $MDT $BA $DIS

$3.0B

40 positions

#7Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$DELL $PFE $VZ $OKE $TXN $MDT

$1.3B

138 positions

#8KEMPNER CAPITAL MANAGEMENT INC.

Notable overlap · 6 shared positions

$TSN $C $UNH $MU $DIS $EG

$106M

43 positions

#9Collar Capital Management, LLCPassive

Notable overlap · 6 shared positions

$C $MU $UNH $UPS $BA $ALPS

$155M

72 positions

#10Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$TXN $UNH $PFE $VZ $C $MDT

$477M

70 positions

#11Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$PFE $VZ $AKAM $BA $UPS $UNH

$144M

56 positions

#12SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$C $PFE $MDT $VZ $TXN $NTAP

$728M

79 positions

#13Econ Financial Services CorpPassive

Notable overlap · 6 shared positions

$TXN $PFE $TSN $UPS $MDT $BA

$215M

74 positions

#14Willis Investment CounselActive

Notable overlap · 6 shared positions

$TXN $PFE $MDT $SNY $VZ $T

$1.8B

123 positions

#15CFC Planning Co LLCPassive

Notable overlap · 6 shared positions

$TXN $UNH $VZ $UPS $DIS $MU

$140M

72 positions

#16Te Ahumairangi Investment Management LtdActive

Notable overlap · 8 shared positions

$VZ $MDT $C $T $EG $DIS

$597M

86 positions

#17Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$C $MU $BKR $PFE $DIS $ELV

$588M

337 positions

#18MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$UPS $DELL $BA $SBUX $T $KEY

$121M

61 positions

#19TORRAY LLCPassive

Notable overlap · 5 shared positions

$TXN $PFE $OKE $MRSH $HPE

$682M

88 positions

#20Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$C $UNH $PFE $VZ $T

$202M

72 positions

#21EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$UNH $PFE $TXN $SBUX $AMT $T

$1.4B

56 positions

#22ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$GIS $VZ $PFE $MDT $TXN $UPS

$639M

126 positions

#23Altrius Capital Management IncPassive

Notable overlap · 6 shared positions

$SNY $DVN $VZ $TSN $C $PFE

$503M

87 positions

#24Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$TXN $PFE $OKE $AMT $DIS

$221M

32 positions

#25EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$UPS $VZ $SNY $MDT $T

$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.