What hedge funds are most similar to Focused Investors LLC?

The funds with the most similar 13F portfolios to Focused Investors LLC are Stokes Advisors,, Unison Asset, Wealth Planning,, based on overlapping conviction holdings in the latest SEC filings.

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 Focused Investors

13F Portfolio OverlapQ1 2026Focused Investors portfolio →

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Most similar hedge funds by 13F overlap

Focused Investors LLC is an institutional investor managing $3.1B across 22 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 Focused Investors are Stokes Advisors,, Unison Asset, Wealth Planning,, with shared positions in $TJX, $MCD, $AXP, $NOC, $LMT, $MS. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $MCD $AXP $NOC $LMT $MS

$446M

104 positions

#2Unison Asset Management LLCActive

Notable overlap · 4 shared positions

$AXP $ELV $LOW $UNH

$219M

32 positions

#3Capital Wealth Planning, LLCActive

Notable overlap · 4 shared positions

$AXP $TJX $MCD $FDX

$18.1B

151 positions

#4Bretton Capital Management, LLCActive

Notable overlap · 3 shared positions

$AXP $TJX $UNH

$109M

18 positions

#5DCM Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $DIS $AXP $MCD

$220M

38 positions

#6HS Management Partners, LLCActive

Notable overlap · 3 shared positions

$DIS $MCD $AXP

$286M

24 positions

#7Horrell Capital Management, Inc.Active

Notable overlap · 4 shared positions

$FDX $LHX $LMT $LOW

$219M

194 positions

#8MFF Capital Investments LtdActive

Notable overlap · 3 shared positions

$AXP $UNH $LOW

$1.5B

19 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 4 shared positions

$FDX $UNH $LMT $MS

$1.4B

56 positions

#10RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$NOC $TJX $MCD $UNH $DIS $CI

$3.7B

111 positions

#11Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$LMT $LOW $TJX $MS $MCD

$353M

78 positions

#12Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$FDX $LMT $MS $UNH $CI $ELV

$139M

62 positions

#13Stillwater Wealth Management GroupPassive

Notable overlap · 5 shared positions

$MS $TJX $MCD $LMT $NOC

$162M

77 positions

#14Flavin Financial Services, Inc.Passive

Notable overlap · 6 shared positions

$LMT $MS $UNH $MCD $NOC $LOW

$149M

72 positions

#15Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$LOW $MS $AXP $LMT $TJX $MCD

$272M

95 positions

#16FOUNDERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$FDX $AXP $LMT $DIS $LOW

$608M

74 positions

#17GARRISON BRADFORD & ASSOCIATES INCActive

Notable overlap · 3 shared positions

$UNH $TJX $LOW

$88M

38 positions

#18Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$LHX $LOW $AXP $ELV $UNH

$695M

159 positions

#19CFC Planning Co LLCPassive

Notable overlap · 3 shared positions

$DIS $AXP $UNH

$140M

72 positions

#20MARSHFIELD ASSOCIATESActive

Notable overlap · 3 shared positions

$UNH $TJX $DIS

$5.0B

17 positions

#21Vantage Investment Partners, LLCActive

Notable overlap · 5 shared positions

$UNH $NOC $LMT $MCD $LOW

$1.4B

64 positions

#22DKRT Investments Corp.Active

Notable overlap · 3 shared positions

$FDX $ELV $DIS

$395M

48 positions

#23Cambridge Financial Group, Inc.Active

Notable overlap · 3 shared positions

$TJX $FDX $MCD

$267M

33 positions

#24Atwater Malick LLCActive

Notable overlap · 4 shared positions

$MS $MCD $LOW $DIS

$370M

100 positions

#25Paragon Capital Management LLCActive

Notable overlap · 4 shared positions

$MCD $FDX $TJX $UNH

$202M

57 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.