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 Palisade Asset ,

13F Portfolio OverlapQ1 2026Palisade Asset , portfolio →

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Most similar hedge funds by 13F overlap

Palisade Asset Management, LLC is an institutional investor managing $996M across 195 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 Palisade Asset , are Exeter Financial,, BRADY FAMILY WEALTH,, Rayburn West Financial Services, with shared positions in $AMGN, $TGT, $IBM, $MCD, $GD, $RY. The full ranking of 25 similar funds is below.

#1Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$AMGN $TGT $IBM $MCD $GD $RY

$245M

98 positions

#2BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$AMGN $ABT $TJX $GD $TXN $SYK

$321M

110 positions

#3Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$IBM $DE $TGT $AMGN $GD $MCD

$170M

82 positions

#4BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 10 shared positions

$TGT $GD $AMGN $TXN $ADP $UNH

$222M

34 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$UNH $TGT $GD $USB $TXN $ABT

$1.4B

56 positions

#6Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 7 shared positions

$AMGN $IBM $DE $ADP $SYK $ACN

$974M

782 positions

#7Meadowbrook Advisors Group, LLCPassive

Notable overlap · 9 shared positions

$UNH $IBM $GD $AMGN $ECL $TXN

$168M

136 positions

#8Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$AMGN $IBM $TGT $LHX $MCD $CL

$223M

109 positions

#9BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 9 shared positions

$ECL $MCD $IBM $ABT $SYK $GD

$134M

211 positions

#10VAN STRUM & TOWNE INC.Passive

Notable overlap · 6 shared positions

$AMGN $IBM $ECL $USB $ADP $TXN

$343M

111 positions

#11Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$IBM $TJX $MCD $ABT $TXN $SYK

$446M

104 positions

#12ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$AMGN $ABT $DE $MCD $ADP $ACN

$853M

70 positions

#13Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$AMGN $DE $MCD $GD $USB $HSY

$184M

32 positions

#14SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$IBM $LHX $AMGN $USB $TXN $MMM

$728M

79 positions

#15MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$LHX $GD $ABT $UNH $ADP $ECL

$835M

170 positions

#16Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$DE $AMGN $TJX $ADP $IBM $CL

$649M

186 positions

#17SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 6 shared positions

$AMGN $UNH $MCD $GD $ADP $ACN

$1.8B

176 positions

#18Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$ECL $ABT $TJX $ADP $SYK $MCD

$936M

168 positions

#19Somerset Trust CoPassive

Notable overlap · 6 shared positions

$AMGN $LHX $MCD $GD $ABT $ADP

$326M

174 positions

#20R.H. Investment Group, LLCPassive

Notable overlap · 6 shared positions

$AMGN $UNH $MCD $USB $ADP $TRV

$130M

45 positions

#21Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$IBM $ABT $MCD $ECL $GD $ADP

$448M

108 positions

#22DEARBORN PARTNERS LLCActive

Notable overlap · 8 shared positions

$MCD $TXN $ADP $SYK $ABT $ECL

$1.8B

269 positions

#23LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 7 shared positions

$ABT $AMGN $MCD $ADP $SYK $ACN

$260M

101 positions

#24AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$ECL $AMGN $TJX $TXN $CL $ACN

$1.4B

114 positions

#25Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$AMGN $IBM $ABT $TJX $MCD

$353M

78 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.