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 Mount Lucas

13F Portfolio OverlapQ2 2026Mount Lucas portfolio →

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Most similar hedge funds by 13F overlap

Mount Lucas Management LP is an institutional investor managing $281M across 166 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Mount Lucas are Pacer Advisors, Delta Accumulation, Value Aligned Research Advisors, with shared positions in $T, $HCA, $GD, $NEM, $VZ, $ADBE. The full ranking of 25 similar funds is below.

#1Pacer Advisors, Inc.Passive

Notable overlap · 11 shared positions

$T $HCA $GD $NEM $VZ $ADBE

$39.3B

2,614 positions

#2Delta Accumulation, LLCActive

Some overlap · 7 shared positions

$CAH $BNY $GD $TJX $CBOE $MNST

$2.5B

156 positions

#3Value Aligned Research Advisors, LLCActive

Some overlap · 3 shared positions

$NBIS $IREN $FTAI

$40.1B

123 positions

#4Newport Trust Company, LLCActive

Some overlap · 6 shared positions

$T $DAL $GD $UAL $F $COF

$41.5B

63 positions

#5Meadowbrook Wealth Management, LLCPassive

Some overlap · 3 shared positions

$NBIS $TJX $COF

$93M

81 positions

#6FOUNDATION RESOURCE MANAGEMENT INCActive

Some overlap · 5 shared positions

$ADBE $L $NEM $VZ $DG

$860M

56 positions

#7KWMG, LLCPassive

Some overlap · 6 shared positions

$CAH $DAL $TJX $MPC $DG $COF

$1.4B

153 positions

#8Omnitrust Wealth Management, Inc

Some overlap · 5 shared positions

$NBIS $BNY $DAL $TJX $LHX

$77M

64 positions

#9Essex LLCActive

Some overlap · 3 shared positions

$NBIS $GD $VRSN

$659M

180 positions

#10TOBAMPassive

Some overlap · 5 shared positions

$CAH $T $COR $VZ $CBOE

$412M

258 positions

#11CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Some overlap · 6 shared positions

$NBIS $GD $NEM $VZ $T $RSG

$191M

102 positions

#12Unison Advisors LLCActive

Some overlap · 6 shared positions

$DAL $GD $ADBE $VZ $MPC $COF

$1.4B

173 positions

#13Kepler Cheuvreux (Suisse) SAPassive

Some overlap · 5 shared positions

$CAH $T $VZ $TJX $BNY

$1.7B

162 positions

#14Sanders Capital, LLCActive

Some overlap · 5 shared positions

$DAL $UAL $HCA $GD $CME

$99.8B

47 positions

#15Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 5 shared positions

$T $BNY $GD $VZ $CBOE

$327M

94 positions

#16FRED ALGER MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$NBIS $IREN $CAH

$30.0B

425 positions

#17FIG FINANCIAL ADVISORY SERVICES INC /ADVActive

Some overlap · 4 shared positions

$NBIS $CAH $CBOE $FTAI

$171M

74 positions

#18WESTBOURNE INVESTMENTS, INC.Passive

Some overlap · 5 shared positions

$NBIS $T $MOH $VZ $CME

$245M

149 positions

#19Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$GD $MNST $TJX $MPC $RSG $CME

$412M

181 positions

#20AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 5 shared positions

$DAL $T $VZ $NEM $F

$197M

140 positions

#21PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 4 shared positions

$ADBE $T $GD $TJX

$836M

93 positions

#22Achmea Investment Management B.V.Active

Some overlap · 6 shared positions

$VZ $T $CAH $MNST $HCA $CBOE

$4.0B

115 positions

#23Te Ahumairangi Investment Management LtdActive

Some overlap · 5 shared positions

$T $NEM $VZ $ADBE $VRSN

$620M

86 positions

#24Ranch Capital Advisors Inc.Passive

Some overlap · 4 shared positions

$CAH $T $GD $VZ

$316M

157 positions

#25RETIREMENT GUYS FORMULA LLCPassive

Some overlap · 5 shared positions

$COR $GD $NEM $TJX $CBOE

$266M

158 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.