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 MONTGOMERY INVESTMENT

13F Portfolio OverlapQ1 2026MONTGOMERY INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

MONTGOMERY INVESTMENT MANAGEMENT INC is an institutional investor managing $330M across 108 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 MONTGOMERY INVESTMENT are Catherine Avery Investment, Smead ,, ADAMS NATURAL RESOURCES FUND,, with shared positions in $IBM, $PSX, $TFC, $FCX, $LEN, $BAC. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 9 shared positions

$IBM $PSX $TFC $FCX $LEN $BAC

$223M

109 positions

#2Smead Capital Management, Inc.Active

Notable overlap · 6 shared positions

$COP $FANG $NVR $LEN $BAC $CVE

$4.6B

32 positions

#3ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 7 shared positions

$COP $VLO $PSX $FANG $FCX $CF

$863M

54 positions

#4RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$DE $COP $BAC $FCX $FANG $MCD

$3.7B

111 positions

#5Lakewood Asset Management LLCPassive

Notable overlap · 5 shared positions

$COP $NVR $BAC $FANG $CF

$156M

107 positions

#6WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$DE $COP $NEE $MCD

$284M

123 positions

#7SCP Investment, LPPassive

Notable overlap · 7 shared positions

$FANG $COP $PSX $NEE $CCJ $FCX

$90M

48 positions

#8DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$FANG $COP $BAC $GIS $DE $ABT

$16.0B

187 positions

#9Advisory Resource GroupPassive

Notable overlap · 3 shared positions

$COP $VLO $PSX

$581M

172 positions

#10Turas Capital Management LPActive

Notable overlap · 4 shared positions

$COP $FANG $DE $CF

$392M

37 positions

#11CUMBERLAND ADVISORS INCActive

Notable overlap · 4 shared positions

$LEN $URI $FCX $BAC

$255M

48 positions

#12Argyle Capital Management, LLCPassive

Notable overlap · 6 shared positions

$DE $IBM $COP $BAC $PSX $PNC

$308M

137 positions

#13Vanguard Capital Wealth AdvisorsPassive

Notable overlap · 6 shared positions

$URI $BAC $VLO $CCJ $COP $MCD

$108M

120 positions

#14William B. Walkup & Associates, Inc.Active

Notable overlap · 9 shared positions

$VLO $COP $PSX $DE $TFC $IBM

$167M

163 positions

#15Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$IBM $DE $BAC $PNC $MCD $ABT

$170M

82 positions

#16Massachusetts Wealth ManagementPassive

Notable overlap · 4 shared positions

$COP $BAC $FCX $DE

$231M

98 positions

#17SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$COP $PSX $IBM $TFC

$728M

79 positions

#18Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$COP $TFC $BAC $NEE $ABT $IBM

$232M

44 positions

#19Paragon Capital Management LLCActive

Notable overlap · 5 shared positions

$COP $IBM $PSX $MCD $BAC

$202M

57 positions

#20Regal Partners LtdActive

Notable overlap · 5 shared positions

$TFC $FCX $BAC $CCJ $COP

$1.8B

106 positions

#21Prana Capital Management, LPPassive

Notable overlap · 3 shared positions

$TFC $LEN $BAC

$3.3B

131 positions

#22Kure Advisory, LLCActive

Notable overlap · 4 shared positions

$COP $LEN $GIS $PSX

$184M

56 positions

#23Estabrook Capital ManagementPassive

Notable overlap · 5 shared positions

$IBM $COP $BAC $PNC $NEE

$685M

380 positions

#24Disciplined Investments, LLCPassive

Notable overlap · 5 shared positions

$COP $PSX $NEE $IBM $LEN

$279M

141 positions

#25Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 4 shared positions

$COP $FCX $NOW $MCD

$566M

28 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.