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 OverlapQ1 2026GREAT LAKES ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

GREAT LAKES ADVISORS, LLC is an institutional investor managing $12.1B across 792 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 GREAT LAKES ADVISORS, are RE ADVISERS, Passumpsic Savings Bank, CONNORS INVESTOR SERVICES, with shared positions in $PH, $BAC, $TJX, $DIS, $COP, $ABT. The full ranking of 25 similar funds is below.

#1RE ADVISERS CORPActive

Notable overlap · 8 shared positions

$PH $BAC $TJX $DIS $COP $ABT

$3.7B

111 positions

#2Passumpsic Savings Bank

Notable overlap · 7 shared positions

$PH $MU $TJX $DIS $HIG $BSX

$183M

90 positions

#3CONNORS INVESTOR SERVICES INCActive

Notable overlap · 7 shared positions

$LIN $TJX $WFC $PWR $ABT $LOW

$1.1B

149 positions

#4Providence Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$BAC $LIN $TJX $PWR $ABT $DIS

$613M

200 positions

#5CHILTON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$TJX $LIN $GILD $PWR $COP $LOW

$2.9B

658 positions

#6BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$TJX $COP $MU $ICE $LIN $BSX

$1.6B

435 positions

#7EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$BAC $WFC $GILD $COP $ABT $DUK

$1.4B

56 positions

#8Wallington Asset Management, LLCActive

Some overlap · 6 shared positions

$LIN $MU $TJX $BAC $LOW $DIS

$752M

61 positions

#9Schear Investment Advisers, LLCPassive

Some overlap · 7 shared positions

$MU $TJX $BSX $DAL $LIN $COR

$227M

77 positions

#10Brandywine Global Investment Management, LLC

Some overlap · 7 shared positions

$BAC $WFC $DIS $DAL $GM $GILD

$14.9B

601 positions

#11ABN AMRO Bank N.V.Active

Some overlap · 5 shared positions

$LIN $BAC $TJX $DIS $PWR

$9.3B

228 positions

#12AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$TJX $BAC $DIS $COP $LOW $WFC

$445M

77 positions

#13FORBES J M & CO LLPActive

Some overlap · 5 shared positions

$LIN $BAC $TJX $ABT $ICE

$1.2B

150 positions

#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LIN $TJX $ABT $LOW $DUK $COP

$7.8B

1,278 positions

#15Saranac Partners LtdPassive

Some overlap · 6 shared positions

$BAC $TJX $COP $ICE $BSX $DIS

$234M

103 positions

#16EagleClaw Capital Managment, LLCActive

Some overlap · 5 shared positions

$LIN $PH $TJX $ICE $LOW

$714M

145 positions

#17HARRIS ASSOCIATES L PActive

Some overlap · 6 shared positions

$COP $BAC $WFC $ICE $DAL $GM

$75.0B

158 positions

#18Brookmont Capital ManagementActive

Some overlap · 5 shared positions

$BAC $WFC $GILD $COP $ABT

$179M

59 positions

#19Hosking Partners LLPActive

Some overlap · 5 shared positions

$BAC $MU $WFC $COP $DAL

$2.8B

99 positions

#20RD Lewis Holdings, Inc.Passive

Some overlap · 5 shared positions

$LIN $MU $DIS $MLM $ABT

$115M

86 positions

#21DCM Advisors, LLCActive

Some overlap · 5 shared positions

$BAC $WFC $DIS $CSX $COP

$220M

38 positions

#22Live Oak Private Wealth LLCPassive

Some overlap · 5 shared positions

$BAC $TJX $DIS $ABT $LOW

$717M

207 positions

#23Employees Provident Fund BoardActive

Some overlap · 5 shared positions

$BAC $MU $PWR $DIS $BSX

$13.2B

70 positions

#24S-Bank Fund Management LtdActive

Some overlap · 5 shared positions

$LIN $BAC $WFC $MU $PH

$671M

178 positions

#25SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 5 shared positions

$BAC $WFC $DIS $CSX $GM

$3.0B

40 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.