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 CINCINNATI CASUALTY

13F Portfolio OverlapQ1 2026CINCINNATI CASUALTY portfolio →

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Most similar hedge funds by 13F overlap

CINCINNATI CASUALTY CO is an institutional investor managing $191M across 24 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 CINCINNATI CASUALTY are CINCINNATI INSURANCE, Two Point ,, Cincinnati Specialty Underwriters Insurance, with shared positions in $CMI, $TJX, $APD, $USB, $WEC, $DUK. The full ranking of 25 similar funds is below.

#1CINCINNATI INSURANCE COActive

Substantial overlap · 14 shared positions

$CMI $TJX $APD $USB $WEC $DUK

$6.6B

63 positions

#2Two Point Capital Management, Inc.Active

Notable overlap · 6 shared positions

$CMI $HON $APD $DOV $TMO $ACN

$229M

28 positions

#3Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 11 shared positions

$ENB $ADP $TMO $WEC $TJX $ADI

$412M

46 positions

#4Albar Capital Partners LLPActive

Notable overlap · 4 shared positions

$DOV $CMI $APD $ADI

$618M

36 positions

#5CINCINNATI FINANCIAL CORPActive

Notable overlap · 11 shared positions

$HON $DOV $TJX $ADI $ACN $ADP

$5.0B

55 positions

#6HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$DOV $DUK $APD $ADP $TJX $WEC

$407M

49 positions

#7MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$DOV $ADP $HON $APD $TMO $ACN

$1.2B

81 positions

#8America First Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$ENB $ADP $TMO $USB

$536M

41 positions

#9VANTAGE WEALTH

Notable overlap · 4 shared positions

$ENB $HON $APD $TJX

$463M

30 positions

#10GoalFusion Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$DOV $USB $ACN

$220M

30 positions

#11Evelyn Partners Asset Management LtdPassive

Notable overlap · 4 shared positions

$DOV $USB $ADP $ACN

$406M

308 positions

#12S.E.E.D. Planning Group LLCPassive

Notable overlap · 5 shared positions

$ADP $ENB $TMO $USB $ACN

$344M

89 positions

#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 4 shared positions

$HON $DOV $ACN $ADP

$2.1B

122 positions

#14Long Island Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$DOV $USB $HON

$216M

89 positions

#15Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$HON $TJX $ACN $TMO $APD

$336M

46 positions

#16Unisphere EstablishmentActive

Notable overlap · 3 shared positions

$HON $TMO $TJX

$11.9B

50 positions

#17Sierra Legacy GroupPassive

Notable overlap · 5 shared positions

$CMI $TJX $ACN $ADP $TMO

$131M

77 positions

#18CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$HON $WEC $USB $ADI $TJX $ACN

$6.4B

290 positions

#19Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$DUK $APD $USB $ADI

$184M

32 positions

#20NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 5 shared positions

$ADP $TJX $TMO $APD $ACN

$1.5B

105 positions

#21Thomasville National Bank

Notable overlap · 5 shared positions

$ENB $USB $DUK $TMO $WEC

$1.6B

235 positions

#22Gs Investments, Inc.Passive

Notable overlap · 5 shared positions

$APD $TMO $ACN $HON $USB

$175M

134 positions

#23WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 6 shared positions

$CMI $TJX $ACN $TMO $DUK $CCZ

$1.2B

69 positions

#24Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$DUK $TJX $HON $TMO $RF

$353M

78 positions

#25SECURITY NATIONAL BANK OF SO DAKPassive

Notable overlap · 4 shared positions

$DOV $TMO $CMI $ADP

$207M

119 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.