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 Stockman Wealth ,

13F Portfolio OverlapQ1 2026Stockman Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Stockman Wealth Management, Inc. is an institutional investor managing $906M across 178 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 Stockman Wealth , are CAMBIAR INVESTORS, Rayburn West Financial Services, CORDA Investment ,, with shared positions in $SLB, $AXP, $HON, $USB, $MDT, $SYY. The full ranking of 25 similar funds is below.

#1CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$SLB $AXP $HON $USB $MDT $SYY

$2.2B

145 positions

#2Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$AXP $LMT $UPS $BAC $SYY $VZ

$170M

82 positions

#3CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$USB $ASML $PFE $HON $MDT $VZ

$1.4B

80 positions

#4Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$USB $LMT $UPS $PFE $CRH $VZ

$139M

62 positions

#5Allied Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$USB $LMT $BAC $PFE $MDT $SYY

$697M

100 positions

#6Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$USB $HON $PFE $MDT $AXP $LMT

$218M

69 positions

#7Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$SLB $AXP $LMT $PFE $VZ $SYY

$200M

53 positions

#8DMKC Advisory Services, LLCPassive

Notable overlap · 6 shared positions

$USB $LMT $BAC $PFE $MDT $SYY

$240M

84 positions

#9Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$AXP $USB $LMT $MDT $SYY $UPS

$694M

263 positions

#10Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$UPS $PFE $HON $SBUX $MDT $VZ

$151M

135 positions

#11GRIFFIN ASSET MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$ASML $BAC $HON $AXP $SBUX

$887M

228 positions

#12EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$USB $LMT $PFE $SBUX $BAC $COP

$1.4B

56 positions

#13BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$LMT $MDT $HON $VZ $AXP $SYY

$480M

133 positions

#14Great Lakes Retirement, Inc.Passive

Notable overlap · 5 shared positions

$USB $SLB $BAC $LMT $HON

$967M

219 positions

#15BCWM, LLCPassive

Notable overlap · 5 shared positions

$USB $LMT $UPS $PFE $VZ

$353M

57 positions

#16EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$USB $GSK $UPS $MDT $VZ

$5.1B

71 positions

#17Hillman Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$USB $GSK $PFE $UPS $VZ

$144M

56 positions

#18KEATING INVESTMENT COUNSELORS INCActive

Some overlap · 7 shared positions

$GSK $LMT $VZ $UPS $SLB $USB

$404M

59 positions

#19Financial Avengers, Inc.Active

Some overlap · 7 shared positions

$AXP $BAC $PFE $SBUX $VZ $IBM

$219M

151 positions

#20VILLERE ST DENIS J & CO LLCActive

Some overlap · 5 shared positions

$LMT $UPS $BAC $PFE $VZ

$907M

76 positions

#21Thomasville National Bank

Some overlap · 4 shared positions

$ASML $USB $GSK $AXP

$1.6B

235 positions

#22Tevis Investment ManagementPassive

Some overlap · 7 shared positions

$HON $ASML $MDT $VZ $SBUX $LEN

$176M

99 positions

#23OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$LMT $HON $UPS $BAC $VZ $IBM

$193M

108 positions

#24Saratoga Research & Investment ManagementActive

Some overlap · 7 shared positions

$ASML $HON $SBUX $MDT $IBM $SYY

$1.8B

46 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LMT $UPS $MDT $SBUX $VZ $IBM

$220M

148 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.