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 Callahan Advisors

13F Portfolio OverlapQ2 2026Callahan Advisors portfolio →

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Most similar hedge funds by 13F overlap

Callahan Advisors, LLC is an institutional investor managing $1.3B across 181 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 Callahan Advisors are InTrack Investment, Vantage Investment Partners, Willis Investment Counsel, with shared positions in $CB, $FTNT, $NEE, $SYK, $MCD, $LOW. The full ranking of 25 similar funds is below.

#1InTrack Investment Management IncPassive

Notable overlap · 7 shared positions

$CB $FTNT $NEE $SYK $MCD $LOW

$207M

106 positions

#2Vantage Investment Partners, LLC

Notable overlap · 7 shared positions

$ASML $BKNG $EQT $NEE $MCD $LOW

$1.6B

67 positions

#3Willis Investment CounselActive

Notable overlap · 7 shared positions

$CB $FTNT $PEP $MCD $PFE $ETN

$2.0B

128 positions

#4FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$CB $NEE $PEP $SYK $LOW $PAYX

$377M

75 positions

#5ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 5 shared positions

$CB $ASML $PEP $MCD $SYK

$2.0B

91 positions

#6FourThought Financial Partners, LLCPassive

Notable overlap · 6 shared positions

$ASML $NEE $CB $PEP $LOW $FTNT

$1.3B

393 positions

#7ST GERMAIN D J CO INCPassive

Notable overlap · 5 shared positions

$CB $ASML $NEE $BKNG $ETN

$2.8B

914 positions

#8Somerset Trust CoPassive

Notable overlap · 7 shared positions

$NEE $CB $MCD $DY $PEP $LOW

$354M

186 positions

#9WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$CB $ASML $NEE $SYK $ETN

$2.1B

131 positions

#10Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$CB $NEE $PEP $MCD $SYK

$455M

118 positions

#11Minot DeBlois Advisors LLCPassive

Notable overlap · 5 shared positions

$CB $ASML $PEP $NEE $PFE

$116M

240 positions

#12Shelter Mutual Insurance CoActive

Notable overlap · 6 shared positions

$NEE $BKNG $PEP $BN $LOW $PFE

$473M

58 positions

#13Haverford Trust CoActive

Some overlap · 7 shared positions

$NEE $PEP $SYK $LOW $MCD $ASML

$11.6B

424 positions

#14Midway Capital Research & ManagementActive

Some overlap · 5 shared positions

$BN $NEE $MCD $SYK $PFE

$118M

50 positions

#15BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$CB $SYK $PEP $MCD $LOW $ETN

$346M

113 positions

#16Warther Private Wealth, LLCActive

Some overlap · 5 shared positions

$BN $ASML $EQT $FTNT $FDX

$456M

50 positions

#17Elevate Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$CB $ASML $EQT $MCD

$182M

77 positions

#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ASML $NEE $CB $PEP $LOW $ETN

$8.0B

1,334 positions

#19Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$NEE $MCD $FDX $PEP $SYK $LOW

$215M

84 positions

#20LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Some overlap · 5 shared positions

$CB $BN $PEP $PFE $MCD

$360M

59 positions

#21Liberty Capital Management, Inc.Passive

Some overlap · 5 shared positions

$ASML $FTNT $CB $MCD $SYK

$582M

184 positions

#22Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$ASML $NEE $MCD $SYK $ETN

$170M

61 positions

#23Boit C F DavidPassive

Some overlap · 5 shared positions

$CB $MCD $SYK $PEP $BKNG

$238M

85 positions

#24Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$NEE $PEP $MCD $CVS $PFE $ETN

$227M

73 positions

#25COUNTRY TRUST BANKActive

Some overlap · 5 shared positions

$ASML $BKNG $CB $FTNT $NEE

$5.7B

628 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.