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 Stack Financial ,

13F Portfolio OverlapQ1 2026Stack Financial , portfolio →

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Most similar hedge funds by 13F overlap

Stack Financial Management, Inc is an institutional investor managing $1.4B across 52 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 Stack Financial , are TOTH FINANCIAL ADVISORY, Deane Retirement Strategies,, Valtrion ,, with shared positions in $AGQ, $SYK, $KO, $MDT, $MDLZ, $EOG. The full ranking of 25 similar funds is below.

#1TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 5 shared positions

$AGQ $SYK $KO $MDT $MDLZ

$911M

918 positions

#2Deane Retirement Strategies, Inc.Passive

Notable overlap · 4 shared positions

$AGQ $EOG $LMT $PCAR

$249M

57 positions

#3Valtrion Capital Management, LLCActive

Notable overlap · 5 shared positions

$AGQ $DHR $KO $WM $EMR

$106M

93 positions

#4IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$AGQ $LHX $LMT $WM

$446M

95 positions

#5HARBOUR INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$WM $LHX $PCAR $SYK $NEE $KO

$184M

101 positions

#6Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$EOG $LMT $DUK $KO $COP $UPS

$139M

62 positions

#7ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$AGQ $DUK $PWR $NEE

$237M

89 positions

#8Larry Mathis Financial Planning, LLCPassive

Notable overlap · 4 shared positions

$AGQ $COP $UPS $LMT

$112M

156 positions

#9Rithm Capital Corp.Active

Notable overlap · 6 shared positions

$PWR $WM $NEE $AEP $DUK $EMR

$67M

38 positions

#10Runnymede Capital Advisors, Inc.Passive

Notable overlap · 3 shared positions

$AGQ $MDLZ $PSX

$116M

75 positions

#11EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $T $DUK $KO $COP $LMT

$1.4B

56 positions

#12REDMONT WEALTH ADVISORS LLC

Notable overlap · 3 shared positions

$AGQ $COP $DUK

$66M

307 positions

#13GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$AEP $T $DUK $KO $SYK $UPS

$1.1B

389 positions

#14RHL GROUP, LLCActive

Notable overlap · 3 shared positions

$AGQ $DTB $DOV

$117M

240 positions

#15Landmark Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$AGQ $LMT $T $EMR

$373M

148 positions

#16FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 8 shared positions

$NEE $AEP $COP $KO $LMT $LHX

$5.0B

201 positions

#17Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$AEP $NEE $T $DUK $COP $LMT

$147M

64 positions

#18Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$CBOE $NEE $DUK $WM $T $COP

$215M

125 positions

#19RBA Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$WM $AEP $CBOE $CI $CCK $EOG

$278M

92 positions

#20LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$WM $T $DUK $KO $CAH $MDLZ

$970M

154 positions

#21Ridgepath Capital Management LLCActive

Notable overlap · 3 shared positions

$AGQ $MDLZ $DOV

$201M

51 positions

#22Global View Capital Management LLCActive

Notable overlap · 5 shared positions

$AGQ $MDT $EOG $AEM $EMR

$377M

140 positions

#23Dale Q Rice Investment Management LtdActive

Notable overlap · 3 shared positions

$AGQ $SYK $EOG

$132M

68 positions

#24SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$LHX $PSX $T $COP $AEP $MDT

$728M

79 positions

#25GQG Partners LLCActive

Notable overlap · 6 shared positions

$AEP $T $KO $DUK $CI $NEE

$63.1B

81 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.