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 CONDOR

13F Portfolio OverlapQ2 2026CONDOR portfolio →

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Most similar hedge funds by 13F overlap

CONDOR CAPITAL MANAGEMENT is an institutional investor managing $1.3B across 173 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 CONDOR are Pettee Investors, ARGUS INVESTORS' COUNSEL, Michael Brady, with shared positions in $URI, $AXP, $TDY, $SCHW, $LOW, $DIS. The full ranking of 25 similar funds is below.

#1Pettee Investors, Inc.Passive

Notable overlap · 7 shared positions

$URI $AXP $TDY $SCHW $LOW $DIS

$203M

115 positions

#2ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 5 shared positions

$TT $URI $SCHW $AXP $GD

$130M

106 positions

#3Michael Brady & Co., LLCActive

Some overlap · 5 shared positions

$TT $AXP $PH $GD $LHX

$113M

58 positions

#4Muzinich & Co., Inc.Active

Some overlap · 6 shared positions

$SLRC $GBDC $MFIC $ARCC $OBDC $CCAP

$293M

38 positions

#5SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 5 shared positions

$URI $GBDC $ARCC $LOW $SYK

$2.1B

218 positions

#6RFG - Bristol Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$TT $AXP $PH $SCHW

$414M

188 positions

#7Smith Group Asset Management, LLCActive

Some overlap · 5 shared positions

$AXP $SCHW $PH $DIS $HUBB

$2.5B

166 positions

#8Edgemoor Investment Advisors, Inc.Active

Some overlap · 5 shared positions

$URI $SCHW $LOW $ARCC $GD

$1.5B

188 positions

#9BOWEN HANES & CO INCActive

Some overlap · 4 shared positions

$AXP $SCHW $TDY $PH

$4.1B

151 positions

#10Glassy Mountain Advisors, Inc.Passive

Some overlap · 5 shared positions

$URI $HCA $LOW $GD $DIS

$366M

76 positions

#11William Allan CorpActive

Some overlap · 6 shared positions

$SCHW $SYK $GD $AXP $DIS $LOW

$204M

62 positions

#12TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 5 shared positions

$AXP $HCA $PH $LOW $SYK

$211M

127 positions

#13LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$TT $AXP $SYK $GNRC

$273M

104 positions

#14GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 4 shared positions

$AXP $SCHW $LOW $GD

$906M

153 positions

#15EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 4 shared positions

$AXP $URI $SYK $DIS

$808M

156 positions

#16Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 4 shared positions

$AXP $SCHW $LOW $LHX

$658M

152 positions

#17Legacy TrustPassive

Some overlap · 4 shared positions

$URI $AXP $SYK $DIS

$566M

210 positions

#18INKWELL CAPITAL LLCActive

Some overlap · 4 shared positions

$AXP $SCHW $HCA $DIS

$96M

31 positions

#19MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$TT $PH $LOW $GD $LHX

$857M

166 positions

#20Ironwood Investment Counsel, LLCPassive

Some overlap · 4 shared positions

$AXP $SCHW $LOW $DIS

$762M

267 positions

#21SMA Capital LLCPassive

Some overlap · 4 shared positions

$TT $TDY $PH $GNRC

$238M

121 positions

#22Sculati Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SCHW $LOW $PH $GD $DIS

$300M

123 positions

#23Sandhill Capital Partners LLCActive

Some overlap · 4 shared positions

$TT $SCHW $SYK $AXP

$1.2B

98 positions

#24FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 4 shared positions

$TT $SCHW $SYK $DIS

$118M

56 positions

#25EVEXIA WEALTH LLCPassive

Some overlap · 6 shared positions

$PH $HCA $LOW $SYK $HUBB $TT

$369M

77 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.