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 STRATEGY ASSET MANAGERS

13F Portfolio OverlapQ3 2026STRATEGY ASSET MANAGERS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

STRATEGY ASSET MANAGERS LLC is an institutional investor managing $650M across 262 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to STRATEGY ASSET MANAGERS are BENEDICT FINANCIAL ADVISORS, Greystone Financial Group, NORTHCAPE WEALTH, with shared positions in $GLW, $PM, $LMT, $KMI, $MO, $EMR. The full ranking of 25 similar funds is below.

#1BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$GLW $PM $LMT $KMI $MO $EMR

$504M

136 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$LMT $EMR $TXN $WM $DUK

$360M

73 positions

#3NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$KMI $EMR $GD $ETN $BHP $DUK

$381M

144 positions

#4SWS PartnersPassive

Notable overlap · 7 shared positions

$GLW $PM $MELI $ETN $GD $DUK

$465M

108 positions

#5Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GLW $LMT $GD $ETN $DUK

$214M

33 positions

#6UNITED BANKActive

Notable overlap · 5 shared positions

$GLW $TXN $GD $WM $LMT

$853M

130 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$LMT $TXN $GD $PM $DUK

$233M

122 positions

#8Tufton Capital ManagementPassive

Notable overlap · 5 shared positions

$GLW $EMR $LMT $PM $DUK

$583M

131 positions

#9Exeter Financial, LLCPassive

Notable overlap · 5 shared positions

$EMR $TXN $GD $WM $LMT

$265M

100 positions

#10CHEMUNG CANAL TRUST COActive

Notable overlap · 5 shared positions

$GLW $EMR $WM $DUK $ETN

$541M

111 positions

#11CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 5 shared positions

$EMR $GLW $TXN $PM $DUK

$3.3B

229 positions

#12Willis Investment CounselActive

Notable overlap · 5 shared positions

$LMT $TXN $ETN $BHP $GD

$2.0B

128 positions

#13Abbot Financial Management, Inc.Passive

Notable overlap · 6 shared positions

$GLW $LMT $TXN $EMR $MELI $KMI

$293M

141 positions

#14Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$GLW $ETN $WM $DUK $EMR $LMT

$231M

125 positions

#15OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 5 shared positions

$EMR $TXN $ETN $AJG $DUK

$2.2B

70 positions

#16First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 5 shared positions

$LMT $TXN $PM $WM $DIS

$529M

75 positions

#17Shoker Investment Counsel, Inc.Active

Notable overlap · 6 shared positions

$TXN $EMR $LMT $GD $MO $DUK

$398M

113 positions

#18GLOBALT Investments LLC / GAActive

Some overlap · 7 shared positions

$GLW $TXN $EMR $DUK $WM $ETN

$2.9B

212 positions

#19RNC CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$EMR $LMT $MCHP $MO $GLW

$2.4B

181 positions

#20Guinness Asset Management LTDActive

Some overlap · 5 shared positions

$EMR $TXN $ETN $AJG $ICE

$5.9B

141 positions

#21Welch Group, LLCPassive

Some overlap · 4 shared positions

$EMR $LMT $TXN $AJG

$2.9B

326 positions

#22Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

$LMT $GLW $WM $DUK $PM $MO

$330M

128 positions

#23WEDGEWOOD INVESTORS INC /PA/Passive

Some overlap · 5 shared positions

$GLW $PM $WM $ETN $MO

$97M

110 positions

#24Royal Palms Capital LLCPassive

Some overlap · 4 shared positions

$GLW $KMI $TXN $MO

$113M

55 positions

#25O'Domhnaill Enterprises, Inc.Passive

Some overlap · 5 shared positions

$LMT $PM $GD $WM $MO

$125M

61 positions

Compare STRATEGY ASSET MANAGERS’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 STRATEGY ASSET MANAGERS’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.