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 VILLERE ST DENIS J &

13F Portfolio OverlapQ1 2026VILLERE ST DENIS J & portfolio →

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Most similar hedge funds by 13F overlap

VILLERE ST DENIS J & CO LLC is an institutional investor managing $907M across 76 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 VILLERE ST DENIS J & are Center for Wealth Advisory, Catherine Avery Investment, Rayburn West Financial Services, with shared positions in $VZ, $LMT, $MDLZ, $ABT, $PFE, $UPS. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$VZ $LMT $MDLZ $ABT $PFE $UPS

$139M

62 positions

#2Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$FCX $VZ $BAC $PFE $UPS $CL

$223M

109 positions

#3Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$LMT $BAC $UPS $ABT $VZ $PFE

$170M

82 positions

#4Tandem Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$SYK $ABT $ROP $RSG $IDXX

$2.0B

83 positions

#5Chicago Capital, LLCActive

Notable overlap · 5 shared positions

$LGND $UBER $SYK $PGR $IDXX

$3.7B

355 positions

#6FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $MCHP $PGR $STE $RSG

$4.5B

92 positions

#7Rempart Asset Management Inc.Active

Notable overlap · 4 shared positions

$SYK $VZ $ROP $CL

$475M

36 positions

#8CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$LMT $MDLZ $PGR $CL $SYK

$6.4B

290 positions

#9BONNESS ENTERPRISES INCActive

Notable overlap · 6 shared positions

$SYK $PGR $PFE $ABT $VZ $UPS

$273M

39 positions

#10Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$ABT $VZ $BAC $PFE $PGR

$232M

44 positions

#11Paradiem, LLCPassive

Notable overlap · 4 shared positions

$LMT $SYK $CL $ABT

$454M

70 positions

#12BOYAR ASSET MANAGEMENT INC.Passive

Notable overlap · 6 shared positions

$BAC $UBER $PFE $MDLZ $UPS $KVUE

$176M

78 positions

#13PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 5 shared positions

$BAC $ON $UBER $MCHP $LGND

$402M

112 positions

#14Welch Group, LLCPassive

Notable overlap · 4 shared positions

$LMT $VZ $CL $PFE

$2.7B

310 positions

#15Blume Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$FCX $BAC $UBER $PFE

$588M

337 positions

#16Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$LMT $VZ $PFE $MDLZ $ABT

$199M

40 positions

#17LGT CAPITAL PARTNERS LTD.Active

Notable overlap · 4 shared positions

$SYK $IDXX $CL $RSG

$1.9B

38 positions

#18Miramar Capital, LLCPassive

Notable overlap · 3 shared positions

$LMT $VZ $ABT

$449M

56 positions

#19BCWM, LLCPassive

Notable overlap · 4 shared positions

$LMT $VZ $PFE $UPS

$353M

57 positions

#20NZS Capital, LLCActive

Notable overlap · 4 shared positions

$SYK $ROP $PGR $UBER

$3.0B

58 positions

#21M. Kraus & CoActive

Notable overlap · 5 shared positions

$ABT $MDLZ $MCHP $RSG $VZ

$343M

81 positions

#22Allied Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$BAC $LMT $PFE $ABT

$697M

100 positions

#23BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$BAC $MDLZ $FCX $PFE $TPL

$578M

108 positions

#24Boit C F DavidPassive

Notable overlap · 6 shared positions

$BAC $SYK $ABT $LMT $CL $PFE

$225M

117 positions

#25RBO & CO LLCActive

Notable overlap · 5 shared positions

$ABT $LMT $MDLZ $KVUE $PFE

$620M

57 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.