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 OverlapQ1 2026Cardinal portfolio →

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Most similar hedge funds by 13F overlap

Cardinal Capital Management is an institutional investor managing $776M across 136 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 Cardinal are Loudon Investment ,, Aull & Monroe Investment, Vertrix Wealth ,, with shared positions in $ITW, $LOW, $CMI, $EMR, $TFC, $DE. The full ranking of 25 similar funds is below.

#1Loudon Investment Management, LLCPassive

Notable overlap · 8 shared positions

$ITW $LOW $CMI $EMR $TFC $DE

$186M

95 positions

#2Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$DE $CMI $ADP $COP $ITW $IBM

$215M

125 positions

#3Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$__PARK_1390777 $EMR $LOW $IBM $SBUX $MDT

$272M

95 positions

#4Argyle Capital Management, LLCPassive

Notable overlap · 6 shared positions

$DE $COP $EMR $IBM $MDT $MMM

$308M

137 positions

#5William B. Walkup & Associates, Inc.Active

Notable overlap · 8 shared positions

$COP $LOW $LH $DE $__PARK_1390777 $EMR

$167M

163 positions

#6MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$DE $COP $IBM $TFC $GIS $LH

$293M

103 positions

#7Biondo Investment Advisors, LLCActive

Some overlap · 6 shared positions

$ITW $LOW $IBM $EMR $ADP $IDXX

$780M

82 positions

#8HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$__PARK_1390777 $COP $ITW $NVS $IBM $ADP

$351M

81 positions

#9DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 5 shared positions

$__PARK_1390777 $ECL $LOW $EMR $TFC

$1.1B

596 positions

#10Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $EMR $LOW $IBM $SBUX

$353M

78 positions

#11KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ITW $LOW $ECL $ADP $IBM $MDT

$1.4B

221 positions

#12SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$COP $IBM $TFC $HAS $MMM $MDT

$728M

79 positions

#13Creegan & Nassoura Financial Group, LLC

Some overlap · 6 shared positions

$DE $ITW $GIS $MMM $NVS $MDT

$154M

78 positions

#14Massachusetts Wealth ManagementPassive

Some overlap · 6 shared positions

$COP $DE $CMI $EMR $MMM $ITW

$231M

98 positions

#15VAN STRUM & TOWNE INC.Passive

Some overlap · 5 shared positions

$COP $EMR $ECL $IBM $ADP

$343M

111 positions

#16Palisade Asset Management, LLCActive

Some overlap · 5 shared positions

$DE $ECL $IBM $ADP $MMM

$996M

195 positions

#17Murphy Pohlad Asset Management LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $COP $EMR $CMI $MDT

$279M

134 positions

#18PENINSULA ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$EMR $ECL $LOW $IBM $ADP

$196M

53 positions

#19WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 6 shared positions

$EMR $IBM $ADP $MMM $NVS $MDT

$698M

119 positions

#20Shelter Mutual Insurance CoPassive

Some overlap · 5 shared positions

$DE $ITW $LOW $IBM $HAS

$450M

58 positions

#21Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$EMR $IBM $COP $ADP $ITW $TROW

$245M

98 positions

#22DMKC Advisory Services, LLCPassive

Some overlap · 5 shared positions

$DE $CMI $LOW $MMM $MDT

$240M

84 positions

#23Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$__PARK_1390777 $LOW $EMR $NVS $ADP

$98M

50 positions

#24Harrington Investments, INCPassive

Some overlap · 5 shared positions

$ITW $DE $EMR $ECL $SBUX

$190M

84 positions

#25Capital Investment Services of America, Inc.Active

Some overlap · 5 shared positions

$COP $ECL $ITW $SBUX $IDXX

$958M

80 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.