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 OPUS INVESTMENT

13F Portfolio OverlapQ1 2026OPUS INVESTMENT portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

OPUS INVESTMENT MANAGEMENT INC is an institutional investor managing $168M across 30 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 OPUS INVESTMENT are Catherine Avery Investment, Signet Investment Advisory Group,, Flavin Financial Services,, with shared positions in $NEE, $MCD, $AMGN, $PSX, $UPS, $WM. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$NEE $MCD $AMGN $PSX $UPS

$223M

109 positions

#2Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$NEE $WM $MCD $AMGN $APD $LMT

$218M

69 positions

#3Flavin Financial Services, Inc.Passive

Notable overlap · 6 shared positions

$NEE $PSX $MCD $UPS $AMGN $LMT

$149M

72 positions

#4Somerset Trust CoPassive

Notable overlap · 6 shared positions

$NEE $AMGN $MCD $APD $PSX $PAYX

$326M

174 positions

#5Beck Bode, LLCPassive

Notable overlap · 3 shared positions

$XEL $NEE $PEG

$591M

100 positions

#6HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$NEE $WM $AMGN $APD

$407M

49 positions

#7Harrison Street Private Wealth LLCActive

Notable overlap · 3 shared positions

$XEL $NEE $EXC

$76M

21 positions

#8Enhancing Capital LLCPassive

Notable overlap · 5 shared positions

$NEE $WM $LNT $XEL $MCD

$135M

86 positions

#9REAVES W H & CO INCActive

Notable overlap · 4 shared positions

$XEL $NEE $LNT $CMS

$6.0B

90 positions

#10Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$WM $NEE $PSX $UPS $LMT

$1.4B

52 positions

#11Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$MCD $AMGN $UPS $APD $LMT

$184M

32 positions

#12Socorro Asset Management LPPassive

Notable overlap · 3 shared positions

$XEL $NEE $APD

$221M

32 positions

#13Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$MCD $AMGN $WM $PSX $APD $LMT

$245M

98 positions

#14Westchester Capital Management, Inc.Active

Notable overlap · 4 shared positions

$WM $MCD $MCHP $LMT

$497M

45 positions

#15Providence Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$NEE $WM $AMGN $EXC

$157M

80 positions

#16Bruce & Co., Inc.Active

Notable overlap · 3 shared positions

$XEL $NEE $CMS

$350M

41 positions

#17Stillwater Wealth Management GroupPassive

Notable overlap · 5 shared positions

$WM $MCD $AMGN $LMT $NEE

$162M

77 positions

#18GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$AMGN $MCHP $UPS $PAYX $LNT

$1.1B

389 positions

#19Miramar Capital, LLCPassive

Notable overlap · 4 shared positions

$WM $MCD $PAYX $LMT

$449M

56 positions

#20Welch Group, LLCPassive

Some overlap · 4 shared positions

$NEE $MCD $PAYX $LMT

$2.7B

310 positions

#21MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$PSX $NEE $PAYX $WM $MCD $CMS

$835M

170 positions

#22Verity & Verity, LLCActive

Some overlap · 5 shared positions

$AMGN $NEE $PSX $UPS $LMT

$1.3B

138 positions

#23SPRING CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$NEE $MCD $APD

$198M

49 positions

#24RNC CAPITAL MANAGEMENT LLC

Some overlap · 5 shared positions

$MCHP $PSX $UPS $APD $LMT

$2.2B

173 positions

#25Rench Wealth Management, Inc.Active

Some overlap · 5 shared positions

$NEE $MCHP $PAYX $PEG $UPS

$332M

62 positions

Compare OPUS INVESTMENT’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View OPUS INVESTMENT’s holdings

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.