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 GREAT LAKES ADVISORS

13F Portfolio OverlapQ2 2026GREAT LAKES ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

GREAT LAKES ADVISORS, LLC is an institutional investor managing $13.1B across 825 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 GREAT LAKES ADVISORS are Providence Advisors, FRANKLIN STREET ADVISORS, CONNORS INVESTOR SERVICES, with shared positions in $LIN, $PWR, $WFC, $TJX, $DIS, $LOW. The full ranking of 25 similar funds is below.

#1Providence Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$LIN $PWR $WFC $TJX $DIS $LOW

$660M

385 positions

#2FRANKLIN STREET ADVISORS INC /NCActive

Notable overlap · 8 shared positions

$LIN $BLK $TJX $DIS $PEP $MLM

$1.8B

176 positions

#3CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 7 shared positions

$LIN $PWR $WFC $TJX $PEP $LOW

$1.2B

153 positions

#4WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$LIN $BLK $TJX $DIS $PEP $TMO

$1.3B

73 positions

#5RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$PH $CSX $TJX $DIS $COP $BA

$4.0B

124 positions

#6EagleClaw Capital Managment, LLCPassive

Notable overlap · 7 shared positions

$PH $LIN $TJX $LOW $ICE $FCX

$745M

145 positions

#7MeadowBrook Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$LIN $WFC $BLK $BA $TMO $DIS

$126M

196 positions

#8Brentview Investment Management LLCActive

Notable overlap · 6 shared positions

$PH $LIN $BLK $TJX $PEP $LOW

$253M

63 positions

#9Shepherd Street Advisors LLCPassive

Notable overlap · 6 shared positions

$PH $LIN $WFC $BLK $GILD $BA

$114M

86 positions

#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$LIN $TJX $ABT $PEP $LOW $DUK

$8.0B

1,334 positions

#11BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 7 shared positions

$LIN $DIS $ABT $PEP $LOW $DUK

$453M

121 positions

#12First Financial Bank - Trust DivisionActive

Some overlap · 8 shared positions

$HIG $GILD $ABT $PEP $LOW $DIS

$1.4B

208 positions

#13Pegasus Asset Management, Inc.Passive

Some overlap · 6 shared positions

$PH $PWR $BLK $DIS $BA $DUK

$351M

75 positions

#14HENDLEY & CO INCActive

Some overlap · 6 shared positions

$PH $LIN $TJX $ABT $PEP $COP

$283M

47 positions

#15SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$WFC $GILD $GM $ABT $PEP $BA

$296M

134 positions

#16CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$LIN $PWR $TJX $PEP $DUK $TMO

$767M

184 positions

#17BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$LIN $BLK $TJX $PEP $TMO $ICE

$499M

73 positions

#18ALBION FINANCIAL GROUP /UTPassive

Some overlap · 6 shared positions

$PWR $BLK $TJX $DIS $PEP $TMO

$1.7B

652 positions

#19CHILTON CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$PWR $LIN $TJX $GILD $COP $TMO

$3.2B

592 positions

#20SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 6 shared positions

$WFC $CSX $DIS $GM $BA $TMO

$3.2B

40 positions

#21Norway Savings BankPassive

Some overlap · 7 shared positions

$BLK $ABT $LOW $BA $TJX $COP

$239M

104 positions

#22DOVER ADVISORS, LLCPassive

Some overlap · 7 shared positions

$PH $ABT $PEP $LOW $DIS $DUK

$244M

153 positions

#23Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$PWR $BLK $TJX $ABT $PEP $ICE

$1.6B

184 positions

#24AIGEN INVESTMENT MANAGEMENT, LPPassive

Some overlap · 7 shared positions

$WFC $CSX $GILD $ABT $PH $LOW

$366M

517 positions

#25Bedell Frazier Investment Counselling, LLC

Some overlap · 6 shared positions

$LIN $BLK $DIS $ROK $BA $FCX

$495M

128 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.