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 SFE Investment Counsel

13F Portfolio OverlapQ2 2026SFE Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

SFE Investment Counsel is an institutional investor managing $742M across 152 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 SFE Investment Counsel are Loudon Investment, First Long Island Investors, DIVIDEND ASSETS, with shared positions in $QCOM, $NEE, $USB, $CMI, $LOW, $ABT. The full ranking of 25 similar funds is below.

#1Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$QCOM $NEE $USB $CMI $LOW $ABT

$204M

95 positions

#2First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$QCOM $LOW $WSM $USB $ETN $ABT

$1.4B

73 positions

#3DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$NEE $OKE $LOW $WSM $LHX $KLAC

$517M

137 positions

#4Nordwand Advisors, LLCPassive

Notable overlap · 6 shared positions

$MRVL $CMI $URI $ETN $LHX $ABT

$652M

146 positions

#5Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$QCOM $URI $LOW $PFH $WSM

$274M

58 positions

#6MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$QCOM $USB $NEE $LOW $ABT

$1.2B

106 positions

#7NZS Capital, LLCActive

Notable overlap · 6 shared positions

$URI $MRVL $PWR $DHR $UBER $KLAC

$3.9B

61 positions

#8MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$URI $PWR $LOW $LH $WSM

$508M

113 positions

#9NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 4 shared positions

$QCOM $NEE $CMI $LOW

$832M

124 positions

#10Columbus Macro, LLCPassive

Notable overlap · 5 shared positions

$OKE $QCOM $CMI $LHX $KLAC

$1.0B

207 positions

#11PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 6 shared positions

$URI $PWR $CMI $DHR $LOW $KLAC

$1.0B

213 positions

#12Aristotle Capital Management, LLCActive

Notable overlap · 5 shared positions

$QCOM $USB $LOW $WSM $UBER

$47.7B

212 positions

#13Glassy Mountain Advisors, Inc.Passive

Notable overlap · 7 shared positions

$URI $LOW $IQV $WSM $BX $NEE

$366M

76 positions

#14Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$PWR $URI $CMI $ETN $KLAC $LOW

$489M

619 positions

#15BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 6 shared positions

$URI $NEE $PWR $BX $DHR $KLAC

$1.5B

234 positions

#16Legacy TrustPassive

Notable overlap · 6 shared positions

$CMI $URI $QCOM $USB $KLAC $UBER

$566M

210 positions

#17DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$USB $CMI $LOW $ETN $ABT

$530M

92 positions

#18BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$CMI $NEE $QCOM $OKE $KLAC

$404M

99 positions

#19BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$LOW $NEE $ETN $ABT $LH $QCOM

$8.0B

1,334 positions

#20CAPITAL MANAGEMENT CORP /VAActive

Some overlap · 4 shared positions

$OKE $QCOM $LOW $PFH

$666M

72 positions

#21Ridge Creek Global, IncPassive

Some overlap · 5 shared positions

$CMI $PWR $NEE $ETN $FSLR

$129M

94 positions

#22Baugh & Associates, LLCActive

Some overlap · 4 shared positions

$QCOM $NEE $LOW $ABT

$226M

42 positions

#23Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$QCOM $USB $CMI $LH $LOW $KLAC

$762M

267 positions

#24BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MRVL $QCOM $ETN $PWR $DHR

$679M

104 positions

#25Stack Financial Management, IncActive

Some overlap · 5 shared positions

$NEE $PWR $LH $DHR $LHX

$1.3B

54 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.