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 OverlapQ1 2026STRATEGY ASSET MANAGERS portfolio →

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Most similar hedge funds by 13F overlap

STRATEGY ASSET MANAGERS LLC is an institutional investor managing $609M across 263 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 STRATEGY ASSET MANAGERS are BENEDICT FINANCIAL ADVISORS, Werlinich Asset ,, Willis Investment Counsel, with shared positions in $GLW, $LMT, $PM, $HON, $KMI, $DUK. The full ranking of 25 similar funds is below.

#1BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$GLW $LMT $PM $HON $KMI $DUK

$480M

133 positions

#2Werlinich Asset Management, LLCActive

Notable overlap · 6 shared positions

$LMT $GLW $HON $WM $GD $CEG

$206M

56 positions

#3Willis Investment CounselActive

Notable overlap · 6 shared positions

$LMT $ETN $BHP $GD $TXN $DUK

$1.8B

123 positions

#4BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 5 shared positions

$LMT $EMR $KMI $HON $WM

$2.3B

264 positions

#5Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$LMT $EMR $HON $WM $DUK

$353M

78 positions

#6Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$LMT $GLW $GD $ETN $DUK

$184M

32 positions

#7RNC CAPITAL MANAGEMENT LLC

Notable overlap · 5 shared positions

$EMR $GLW $LMT $MCHP $MO

$2.2B

173 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$LMT $GD $PM $TXN $DUK

$220M

148 positions

#9UNITED BANKActive

Some overlap · 6 shared positions

$GLW $GD $TXN $WM $HON $LMT

$781M

121 positions

#10Randolph Co IncActive

Some overlap · 5 shared positions

$KMI $GLW $GD $HON $DUK

$1.0B

43 positions

#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

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

$367M

141 positions

#12SCHULHOFF & CO INCPassive

Some overlap · 5 shared positions

$LMT $GD $EMR $WM $HON

$243M

133 positions

#13Barbara Oil Co.Passive

Some overlap · 5 shared positions

$EMR $LMT $HON $AJG $TXN

$259M

69 positions

#14Welch Group, LLCPassive

Some overlap · 4 shared positions

$LMT $EMR $TXN $AJG

$2.7B

310 positions

#15SMA Capital LLCPassive

Some overlap · 4 shared positions

$LMT $EMR $ETN $WM

$232M

95 positions

#16Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$EMR $GD $LMT $TXN $WM

$245M

98 positions

#17O'Domhnaill Enterprises, Inc.Passive

Some overlap · 6 shared positions

$LMT $PM $GD $WM $MO $DUK

$124M

55 positions

#18Themes Management Co LLCPassive

Some overlap · 4 shared positions

$LMT $GD $HON $CEG

$162M

151 positions

#19Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

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

$215M

125 positions

#20SWS PartnersPassive

Some overlap · 6 shared positions

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

$405M

112 positions

#21Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$LMT $EMR $WM $HON $DUK

$272M

95 positions

#22OmniStar Financial Group, Inc.Passive

Some overlap · 5 shared positions

$LMT $GLW $HON $PM $DUK

$193M

108 positions

#23PENN DAVIS MCFARLAND INCActive

Some overlap · 4 shared positions

$LMT $KMI $WM $TXN

$1.0B

75 positions

#24LYNCH & ASSOCIATES/INPassive

Some overlap · 5 shared positions

$EMR $LMT $HON $TXN $DUK

$533M

126 positions

#25Founders Capital ManagementPassive

Some overlap · 4 shared positions

$LMT $GLW $EMR $TXN

$205M

390 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.