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 Cardinal

13F Portfolio OverlapQ3 2026Cardinal portfolio →

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Most similar hedge funds by 13F overlap

Cardinal Capital Management is an institutional investor managing $861M across 140 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cardinal are Loudon Investment, Walsky Investment, DMKC Advisory Services, with shared positions in $CMI, $QCOM, $EMR, $ITW, $DE, $LOW. The full ranking of 25 similar funds is below.

#1Loudon Investment Management, LLCPassive

Notable overlap · 8 shared positions

$CMI $QCOM $EMR $ITW $DE $LOW

$204M

95 positions

#2Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$BNY $EMR $LOW $QCOM $STT $NVS

$108M

52 positions

#3DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$DE $CMI $LOW $STT $MMM $EMR

$530M

92 positions

#4Harrington Investments, INCPassive

Notable overlap · 6 shared positions

$QCOM $DE $ITW $EMR $ECL $SBUX

$209M

80 positions

#5KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ECL $ITW $LOW $QCOM $ADP $EMR

$1.6B

228 positions

#6Massachusetts Wealth ManagementPassive

Notable overlap · 6 shared positions

$CMI $DE $EMR $COP $STT $MMM

$248M

96 positions

#7Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$DE $CMI $ADP $RY $ITW $EMR

$231M

125 positions

#8ROWLANDMILLER & PARTNERS.ADVPassive

Notable overlap · 7 shared positions

$CMI $QCOM $TFC $ADP $TROW $COP

$549M

195 positions

#9DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 5 shared positions

$BNY $ECL $EMR $LOW $TFC

$1.2B

599 positions

#10Oribel Capital Management, LPPassive

Some overlap · 6 shared positions

$ECL $ITW $KEYS $LOW $MMM $FFIV

$3.3B

143 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$BNY $QCOM $LOW $ADP $SBUX

$1.2B

100 positions

#12William B. Walkup & Associates, Inc.Passive

Some overlap · 8 shared positions

$LH $COP $LOW $DE $BNY $QCOM

$208M

258 positions

#13Davis Capital ManagementPassive

Some overlap · 5 shared positions

$BNY $ITW $QCOM $LOW $A

$167M

1,175 positions

#14Fruth Investment ManagementPassive

Some overlap · 6 shared positions

$DE $ADP $A $EMR $SBUX $KEYS

$409M

224 positions

#15Stone Summit Wealth LLCPassive

Some overlap · 5 shared positions

$CMI $QCOM $ECL $LOW $A

$370M

137 positions

#16NOESIS CAPITAL MANGEMENT CORPActive

Some overlap · 5 shared positions

$CMI $QCOM $ECL $LOW $A

$843M

131 positions

#17HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$BNY $ITW $COP $NVS $ADP $SBUX

$363M

92 positions

#18Wilson & Boucher Capital Management, LLCPassive

Some overlap · 6 shared positions

$CMI $ITW $LOW $SBUX $QCOM $EMR

$170M

121 positions

#19Biondo Investment Advisors, LLCActive

Some overlap · 6 shared positions

$EMR $ITW $LOW $ADP $IDXX $SBUX

$817M

89 positions

#20JACOBS & CO/CAPassive

Some overlap · 5 shared positions

$CMI $DE $QCOM $SBUX $ADP

$1.2B

132 positions

#21Shelter Mutual Insurance CoActive

Some overlap · 5 shared positions

$DE $QCOM $ITW $LOW $HAS

$473M

58 positions

#22Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$DE $ECL $ADP $MMM $RY

$1.1B

204 positions

#23WHITENER CAPITAL MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$TFC $DE $LOW $RY $EMR $MMM

$501M

187 positions

#24SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 5 shared positions

$CMI $QCOM $ADP $STT $ITW

$217M

287 positions

#25SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive

Some overlap · 5 shared positions

$CMI $QCOM $ADP $STT $TROW

$244M

321 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.