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 Weil Company,

13F Portfolio OverlapQ1 2026Weil Company, portfolio →

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Most similar hedge funds by 13F overlap

Weil Company, Inc. is an institutional investor managing $445M across 115 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 Weil Company, are Evelyn Partners Asset Ltd, DC Investments ,, Topor & Korea, with shared positions in $DOV, $INTU, $IAU, $CB, $MCD, $MDY. The full ranking of 25 similar funds is below.

#1Evelyn Partners Asset Management LtdPassive

Notable overlap · 5 shared positions

$DOV $INTU $IAU $CB $MCD

$406M

308 positions

#2DC Investments Management, LLCActive

Notable overlap · 3 shared positions

$DOV $INTU $MDY

$261M

76 positions

#3Topor & Co. KoreaActive

Notable overlap · 3 shared positions

$DOV $IAU $MKL

$118M

18 positions

#4Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DOV $IAU $MKL

$90M

65 positions

#5Orcam Financial GroupSmart money

Notable overlap · 3 shared positions

$DOV $MKL $IAU

$141M

62 positions

#6CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Notable overlap · 4 shared positions

$DOV $IAU $NOW $MUFG

$6.3B

64 positions

#7Intelligent Financial StrategiesSmart money

Notable overlap · 5 shared positions

$DOV $MDY $MCD $MKL $AXP

$192M

62 positions

#8Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$DOV $MCD $CSX

$281M

63 positions

#9Merited Wealth, LLCPassive

Notable overlap · 3 shared positions

$DOV $VLTO $SOLV

$121M

79 positions

#10American National Bank of TexasActive

Notable overlap · 3 shared positions

$DOV $MCD $MDY

$105M

57 positions

#11RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 3 shared positions

$DOV $MDY $SOLV

$265M

62 positions

#12Inscription Capital, LLCPassive

Notable overlap · 3 shared positions

$DOV $IAU $MCD

$951M

715 positions

#13TSG Advice Partners, LLCActive

Some overlap · 3 shared positions

$DOV $MDY $MCD

$667M

135 positions

#14Ballast Financial Advisors LLCActive

Some overlap · 3 shared positions

$SOLV $DOV $IAU

$98M

68 positions

#15MYECFO, LLCActive

Some overlap · 4 shared positions

$DOV $MKL $IAU $NOW

$239M

66 positions

#16Edge Financial Advisors LLC

Some overlap · 4 shared positions

$SOLV $IAU $MDY $MKL

$238M

135 positions

#17MBA Advisors LLCPassive

Some overlap · 4 shared positions

$SOLV $IAU $MKL $MCD

$260M

146 positions

#18Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$CB $INTU $MCD $SBUX $DKNG $NOW

$210M

79 positions

#19WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 3 shared positions

$DOV $CB $HLI

$2.1B

122 positions

#20Goldstone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SOLV $DOV $MKL

$922M

228 positions

#21ST GERMAIN D J CO INCPassive

Some overlap · 3 shared positions

$SOLV $CB $VLTO

$2.5B

901 positions

#22WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$SOLV $HLI $PSA

$340M

136 positions

#23Madrid Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SOLV $CB $NOW $MUFG

$133M

70 positions

#24PETRA FINANCIAL ADVISORS INCPassive

Some overlap · 3 shared positions

$SOLV $IAU $VLTO

$162M

117 positions

#25AA Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$DOV $CSX $CB

$710M

221 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.