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Hedge Funds Similar to CONTRAVISORY INVESTMENT ,

13F Portfolio OverlapQ1 2026CONTRAVISORY INVESTMENT , portfolio →
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Most similar hedge funds by 13F overlap

CONTRAVISORY INVESTMENT MANAGEMENT, INC. is an institutional investor managing $566M across 391 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 CONTRAVISORY INVESTMENT , are HOERTKORN RICHARD CHARLES, Smead ,, NatWest Group plc, with shared positions in $BAC, $DVN, $APA, $GE, $F, $PFE. The full ranking of 25 similar funds is below.

#1HOERTKORN RICHARD CHARLESActive
Notable overlap · 6 shared positions
$BAC$DVN$APA$GE$F$PFE
$122M
75 positions
#2Smead Capital Management, Inc.Active
Notable overlap · 4 shared positions
$APA$BAC$TGT$AXP
$4.6B
32 positions
#3NatWest Group plcActive
Notable overlap · 5 shared positions
$KLAC$HWM$GE$UBS$CTAS
$462M
44 positions
#4Brendel Financial Advisors LLCPassive
Notable overlap · 5 shared positions
$TGT$AXP$CTAS$IBM$PLTR
$202M
95 positions
#5Rayburn West Financial Services LLCPassive
Notable overlap · 5 shared positions
$BAC$TGT$AXP$IBM$PFE
$170M
82 positions
#6MFG WEALTH MANAGEMENT, INC.Passive
Notable overlap · 5 shared positions
$TGT$GE$IBM$PLTR$F
$121M
61 positions
#7Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$HWM$GE$AXP$PLTR
$664M
165 positions
#8Telligent Fund, LPActive
Some overlap · 4 shared positions
$KLAC$HWM$GE$PLTR
$94M
24 positions
#9Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$BAC$TGT$COR$GE
$267M
33 positions
#10BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KLAC$GE$PLTR$AXP$VST
$360M
106 positions
#11Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$BAC$TGT$PFE$IBM
$223M
109 positions
#12Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$BAC$IBM$PFE$GE$AFL
$685M
380 positions
#13RPg Family Wealth Advisory, LLCPassive
Some overlap · 4 shared positions
$UBS$HWM$GE$PLTR
$479M
140 positions
#14Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$IBM$BAC$TGT
$1.3B
218 positions
#15CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$BAC$GE$IBM$PLTR
$1.3B
118 positions
#16Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$KLAC$PLTR$AXP$GE$VST
$946M
216 positions
#17KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$HWM$KLAC$CTAS$GE
$194M
99 positions
#18Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$BAC$PLTR$IBM
$160M
124 positions
#19GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$DVN$AFL$AXP$BAC
$854M
145 positions
#20Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$TGT$AFL$IBM$BAC
$245M
98 positions
#21Bensler, LLCPassive
Some overlap · 4 shared positions
$KLAC$CTAS$AXP$VST
$969M
194 positions
#22POM Investment Strategies, LLCPassive
Some overlap · 5 shared positions
$BAC$IBM$GE$PFE$F
$80M
433 positions
#23Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$BAC$AXP$GE$IBM
$230M
108 positions
#24Athena Investment ManagementActive
Some overlap · 5 shared positions
$GE$AFL$IBM$PFE$BAC
$193M
153 positions
#25Pettee Investors, Inc.Passive
Some overlap · 5 shared positions
$IBM$AXP$LH$GE$PFE
$194M
115 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.