What hedge funds are most similar to WRIGHT INVESTORS SERVICE INC?

The funds with the most similar 13F portfolios to WRIGHT INVESTORS SERVICE INC are EDGAR LOMAX /VA, Kerusso, Cetera Company, N.A, based on overlapping conviction holdings in the latest SEC filings.

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 WRIGHT INVESTORS SERVICE

13F Portfolio OverlapQ1 2026WRIGHT INVESTORS SERVICE portfolio →

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Most similar hedge funds by 13F overlap

WRIGHT INVESTORS SERVICE INC is an institutional investor managing $318M across 148 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 WRIGHT INVESTORS SERVICE are EDGAR LOMAX /VA, Kerusso, Cetera Company, N.A, with shared positions in $BMY, $GILD, $KO, $SCHW, $BAC, $NEE. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$BMY $GILD $KO $SCHW $BAC $NEE

$1.4B

56 positions

#2Kerusso Capital Management LLCPassive

Notable overlap · 7 shared positions

$GILD $BMY $KO $AXP $AMGN $PFE

$200M

53 positions

#3Cetera Trust Company, N.APassive

Notable overlap · 9 shared positions

$SCHW $BAC $KO $NEE $AMGN $DAL

$177M

351 positions

#4Integras Partners LLCPassive

Notable overlap · 7 shared positions

$GILD $BMY $NRG $AMGN $NEE $KO

$152M

69 positions

#5Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$GILD $BMY $KO $AMGN $CCZ $LRCX

$240M

278 positions

#6CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 7 shared positions

$SCHW $AMAT $AXP $NEE $CRM $PFE

$180M

58 positions

#7ATALANTA SOSNOFF CAPITAL, LLCActive

Notable overlap · 6 shared positions

$SCHW $AMAT $BAC $AXP $DAL $LRCX

$4.7B

104 positions

#8SIG BROKERAGE, LPPassive

Some overlap · 6 shared positions

$GILD $SCHW $BAC $KO $LRCX $NEE

$3.8B

769 positions

#9Greenfield Savings BankPassive

Some overlap · 7 shared positions

$AMAT $AXP $NEE $PGR $BAC $BMY

$234M

143 positions

#10Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$BMY $KO $BAC $NEE $AMGN $PFE

$223M

109 positions

#11Meiji Yasuda America IncActive

Some overlap · 7 shared positions

$KO $AXP $NEE $GILD $PGR $AMAT

$404M

57 positions

#12Kintegral Advisory, LLCPassive

Some overlap · 8 shared positions

$GILD $KO $AXP $AMAT $AMGN $LRCX

$1.1B

233 positions

#13OmniStar Financial Group, Inc.Passive

Some overlap · 5 shared positions

$GILD $BMY $BAC $KO $AMGN

$193M

108 positions

#14Blume Capital Management, Inc.Passive

Some overlap · 6 shared positions

$SCHW $AMAT $BAC $CCZ $BKR $PFE

$588M

337 positions

#15CapWealth Advisors, LLCActive

Some overlap · 5 shared positions

$GILD $BAC $KO $NEE $AMGN

$1.3B

118 positions

#16Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$GILD $SCHW $NEE $AMGN $CCZ

$105M

62 positions

#17Hudson Capital Management LLCPassive

Some overlap · 5 shared positions

$GILD $BMY $BAC $EBAY $CRM

$387M

75 positions

#18PLIMOTH TRUST CO LLCPassive

Some overlap · 7 shared positions

$AMAT $NEE $BAC $AMGN $KO $AXP

$447M

173 positions

#19Wynn Capital, LLCPassive

Some overlap · 6 shared positions

$AMAT $SCHW $AXP $BAC $AMGN $KO

$195M

107 positions

#20Providence Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$GILD $KO $BMY $NEE $SCHW $AMGN

$157M

80 positions

#21GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 5 shared positions

$SCHW $KO $AXP $BAC $AMGN

$854M

145 positions

#22Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$AMAT $SCHW $BAC $KO $AMGN

$163M

52 positions

#23TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$SCHW $AMAT $KO $AMGN $CCZ

$132M

96 positions

#24CAMBIAR INVESTORS LLCActive

Some overlap · 5 shared positions

$BMY $AMAT $AXP $CCZ $DAL

$2.2B

145 positions

#25JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$AMAT $SCHW $BAC $KO $AMGN

$822M

214 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.