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 Aldebaran Financial

13F Portfolio OverlapQ1 2026Aldebaran Financial portfolio →

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Most similar hedge funds by 13F overlap

Aldebaran Financial Inc. is an institutional investor managing $105M across 76 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 Aldebaran Financial are Greystone Financial Group,, Fulcrum, Palmer Knight, with shared positions in $WM, $CRWD, $KO, $LOW, $MCD, $FTNT. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$WM $CRWD $KO $LOW $MCD

$353M

78 positions

#2Fulcrum Capital LLCActive

Some overlap · 3 shared positions

$FTNT $WM $KKR

$461M

101 positions

#3Palmer Knight CoPassive

Some overlap · 3 shared positions

$FTNT $WM $LNG

$205M

32 positions

#4Atwater Malick LLCActive

Some overlap · 5 shared positions

$WM $KO $LOW $MCD $DIS

$370M

100 positions

#5WATERS PARKERSON & CO., LLCActive

Some overlap · 5 shared positions

$WM $COHR $NSC $DIS $KO

$1.9B

188 positions

#6Harold Davidson & Associates Inc.Active

Some overlap · 7 shared positions

$CRWD $NSC $LOW $NOC $MCD $KO

$206M

60 positions

#7Westhampton Capital, LLCPassive

Some overlap · 5 shared positions

$WM $KO $LOW $DIS $MCD

$214M

129 positions

#8MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 5 shared positions

$WM $KO $NOC $UNP $MCD

$1.8B

250 positions

#9O'Domhnaill Enterprises, Inc.Passive

Some overlap · 5 shared positions

$WM $KO $NOC $MPC $SLV

$124M

55 positions

#10Rydar Equities, Inc.Passive

Some overlap · 5 shared positions

$WM $KO $CRWD $MCD $UNP

$129M

92 positions

#11JERICHO FINANCIAL, LLPActive

Some overlap · 4 shared positions

$WM $CRWD $CRM $MCD

$159M

40 positions

#12Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WM $KO $CRWD $LOW $MCD

$272M

95 positions

#13Signet Investment Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$WM $KO $NOC $MCD

$218M

69 positions

#14LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Some overlap · 4 shared positions

$WM $CRWD $CRM $MCD

$133M

61 positions

#15LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$WM $KO $NOC $MCD

$970M

154 positions

#16BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 4 shared positions

$WM $NSC $LOW $MCD

$2.3B

264 positions

#17Westchester Capital Management, Inc.Active

Some overlap · 6 shared positions

$WM $DIS $CRM $MCD $LOW $KO

$497M

45 positions

#18Stillwater Wealth Management GroupPassive

Some overlap · 4 shared positions

$WM $KO $MCD $NOC

$162M

77 positions

#19Valtrion Capital Management, LLCActive

Some overlap · 6 shared positions

$CRWD $KO $WM $NOC $MCD $DIS

$106M

93 positions

#20RBO & CO LLCActive

Some overlap · 4 shared positions

$WM $KO $DIS $MCD

$620M

57 positions

#21Enhancing Capital LLCPassive

Some overlap · 5 shared positions

$WM $DIS $MCD $KO $ET

$135M

86 positions

#22Kimelman & Baird, LLCActive

Some overlap · 4 shared positions

$WM $DIS $MCD $UNP

$1.2B

263 positions

#23Michael Brady & Co., LLCActive

Some overlap · 4 shared positions

$WM $CRM $MCD $UNP

$100M

54 positions

#24Evergreen Private Wealth LLCPassive

Some overlap · 3 shared positions

$WM $FTNT $CRM

$247M

86 positions

#25Providence Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$WM $KO $LOW

$157M

80 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.