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 OverlapQ1 2026Callahan Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Callahan Advisors, LLC is an institutional investor managing $1.2B across 177 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 Callahan Advisors, are Midway Research &, InTrack Investment, Vantage Investment Partners,, with shared positions in $BN, $NEE, $AMAT, $MCD, $SYK, $PFE. The full ranking of 25 similar funds is below.

#1Midway Capital Research & ManagementPassive

Notable overlap · 6 shared positions

$BN $NEE $AMAT $MCD $SYK $PFE

$106M

117 positions

#2InTrack Investment Management IncPassive

Notable overlap · 8 shared positions

$CB $AMAT $MCD $NEE $SYK $FTNT

$175M

108 positions

#3Vantage Investment Partners, LLCActive

Notable overlap · 8 shared positions

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

$1.4B

64 positions

#4BCV Asset Management Inc.Active

Notable overlap · 5 shared positions

$BN $NEE $AMAT $ASML $UNH

$2.9B

120 positions

#5FIRST MANHATTAN CO. LLC.Active

Some overlap · 7 shared positions

$BN $ASML $AMAT $LOW $UNH $BKNG

$36.1B

753 positions

#6Boomfish Wealth Group, LLCPassive

Some overlap · 6 shared positions

$AMAT $ASML $BKNG $NEE $LOW $FTNT

$187M

87 positions

#7WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$CB $NEE $ASML $SYK

$2.1B

122 positions

#8Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$CB $NEE $MCD $PFE $KMI

$210M

79 positions

#9SCHARF INVESTMENTS, LLCActive

Some overlap · 4 shared positions

$CB $BN $BKNG $UNH

$3.2B

70 positions

#10NS Partners LtdActive

Some overlap · 5 shared positions

$NEE $AMAT $MCD $SYK $UNH

$2.2B

71 positions

#11FourThought Financial Partners, LLCPassive

Some overlap · 5 shared positions

$NEE $ASML $CB $AMAT $LOW

$1.2B

384 positions

#12Evelyn Partners Investment Management Services LtdPassive

Some overlap · 4 shared positions

$CB $BKNG $MCD $SYK

$850M

281 positions

#13Persium Advisors, LLCActive

Some overlap · 5 shared positions

$AMAT $MCD $BKNG $PFE $UNH

$127M

60 positions

#14Somerset Trust CoPassive

Some overlap · 5 shared positions

$NEE $MCD $CB $LOW $PAYX

$326M

174 positions

#15Evelyn Partners Investment Management LLPActive

Some overlap · 5 shared positions

$CB $BKNG $SYK $NEE $UNH

$3.7B

410 positions

#16Warther Private Wealth, LLCPassive

Some overlap · 6 shared positions

$EQT $BN $ASML $FTNT $UNH $AMAT

$427M

40 positions

#17Rench Wealth Management, Inc.Active

Some overlap · 6 shared positions

$NEE $AMAT $LOW $UNH $PAYX $ASML

$332M

62 positions

#18CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$AMAT $MCD $ASML $PFE $WELL

$1.4B

80 positions

#19Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$CB $NEE $MCD $SYK

$446M

104 positions

#20PLIMOTH TRUST CO LLCPassive

Some overlap · 6 shared positions

$AMAT $MCD $CB $NEE $LOW $ETN

$447M

173 positions

#21Argo Wealth Advisory, LLCActive

Some overlap · 5 shared positions

$NEE $SYK $PFE $LOW $UNH

$170M

48 positions

#22ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 4 shared positions

$CB $MCD $ASML $SYK

$1.7B

86 positions

#23Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$NEE $MCD $PFE $UNH $ETN

$218M

69 positions

#24COUNTRY TRUST BANKActive

Some overlap · 6 shared positions

$AMAT $ASML $BKNG $CB $UNH $NEE

$5.3B

572 positions

#25Willis Investment CounselActive

Some overlap · 5 shared positions

$CB $MCD $PFE $ETN $PAYX

$1.8B

123 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.