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 VIKING FUND

13F Portfolio OverlapQ1 2026VIKING FUND portfolio →

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Most similar hedge funds by 13F overlap

VIKING FUND MANAGEMENT LLC is an institutional investor managing $1.1B across 146 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 VIKING FUND are Harrison Street Private Wealth, Catherine Avery Investment, MILLER HOWARD INVESTMENTS /NY, with shared positions in $TRP, $NEE, $ETR, $XEL, $WMB, $LNG. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive

Notable overlap · 7 shared positions

$TRP $NEE $ETR $XEL $WMB $LNG

$76M

21 positions

#2Catherine Avery Investment Management LLCPassive

Notable overlap · 9 shared positions

$NEE $BMY $VZ $PSX $HPE $C

$223M

109 positions

#3MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 9 shared positions

$TRP $ETR $WMB $VZ $PSX $LNG

$3.7B

138 positions

#4Principal Street Partners, LLCPassive

Notable overlap · 9 shared positions

$VZ $ETR $T $BMY $MS $HPE

$613M

247 positions

#5Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 7 shared positions

$GLW $ETR $VZ $T $BMY $PFE

$302M

93 positions

#6GQG Partners LLCActive

Notable overlap · 8 shared positions

$VZ $T $TRP $XEL $MO $NEE

$63.1B

81 positions

#7HF Advisory Group, LLCPassive

Notable overlap · 8 shared positions

$TRP $VZ $MS $SHEL $T $BTI

$293M

166 positions

#8MORTON COMMUNITY BANKPassive

Notable overlap · 9 shared positions

$MS $ETR $WMB $T $LNG $C

$460M

115 positions

#9FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 8 shared positions

$NEE $T $VZ $MO $WMB $KO

$1.5B

235 positions

#10EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $BMY $T $MS $BAC $KO

$1.4B

56 positions

#11Adams Asset Advisors, LLCActive

Notable overlap · 9 shared positions

$VZ $T $MO $BTI $C $BAC

$891M

88 positions

#12Merewether Investment Management, LPActive

Notable overlap · 7 shared positions

$ETR $XEL $WMB $LNG $TRGP $FANG

$5.2B

79 positions

#13Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$T $BMY $VZ $PSX $HPE $BAC

$308M

137 positions

#14Socorro Asset Management LPPassive

Notable overlap · 7 shared positions

$NEE $XEL $MS $BAC $KO $EXE

$221M

32 positions

#15DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 7 shared positions

$XEL $NEE $ETR $WMB $TRGP $LNG

$9.6B

148 positions

#16CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$GLW $NEE $WMB $T $BAC $KO

$1.3B

118 positions

#17Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$NEE $T $MS $MO $C $BAC

$9.8B

213 positions

#18Energy Income Partners, LLCActive

Notable overlap · 7 shared positions

$ETR $WMB $LNG $TRGP $XEL $NEE

$6.2B

87 positions

#19REAVES W H & CO INCActive

Notable overlap · 5 shared positions

$ETR $XEL $NEE $WMB $GLW

$6.0B

90 positions

#20Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$NEE $VZ $MS $MO $BAC $PFE

$232M

44 positions

#21INSPIRE TRUST CO, N.A.Passive

Notable overlap · 8 shared positions

$NEE $BMY $WMB $MS $C $T

$648M

106 positions

#22Keystone Financial Planning, Inc.Smart money

Notable overlap · 9 shared positions

$BMY $VZ $MO $BTI $PFE $KO

$374M

40 positions

#23Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$WMB $GLW $VZ $C $BAC $T

$685M

380 positions

#24OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$BMY $GLW $MS $BAC $FANG $KO

$193M

108 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$ETR $VZ $T $PFH $C $KO

$220M

148 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.