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 CONFLUENCE INVESTMENT

13F Portfolio OverlapQ2 2026CONFLUENCE INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

CONFLUENCE INVESTMENT MANAGEMENT LLC is an institutional investor managing $6.4B across 290 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CONFLUENCE INVESTMENT are GRANDFIELD & DODD,, CINCINNATI FINANCIAL, Cincinnati Specialty Underwriters Insurance, with shared positions in $ADI, $CB, $LIN, $PAYX, $GILD, $SYK. The full ranking of 25 similar funds is below.

#1GRANDFIELD & DODD, LLCPassive

Notable overlap · 8 shared positions

$ADI $CB $LIN $PAYX $GILD $SYK

$1.8B

209 positions

#2CINCINNATI FINANCIAL CORPActive

Notable overlap · 8 shared positions

$ADI $SNA $HON $MDLZ $TJX $ACN

$5.0B

55 positions

#3Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 8 shared positions

$ADI $WEC $MDLZ $TJX $SNA $ACN

$412M

46 positions

#4Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$LMT $ADI $HSY $USB $CLX $APD

$184M

32 positions

#5Lantz Financial LLCPassive

Notable overlap · 16 shared positions

$SO $WEC $MDLZ $NTRS $ADI $CB

$484M

239 positions

#6Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$CB $LMT $HON $LIN $CL $TJX

$446M

104 positions

#7NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 8 shared positions

$FAST $LIN $KMI $TJX $SO $SYK

$1.5B

105 positions

#8Willis Investment CounselActive

Notable overlap · 6 shared positions

$LMT $CB $HSY $PAYX $CLX $ACN

$1.8B

123 positions

#9CINCINNATI INSURANCE COActive

Notable overlap · 8 shared positions

$ADI $WEC $USB $TJX $ACN $APD

$6.6B

63 positions

#10Sierra Legacy GroupPassive

Notable overlap · 7 shared positions

$LMT $HSY $NDSN $WRB $TJX $ACN

$131M

77 positions

#11BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$LMT $CB $KMI $HON $MDLZ $HSY

$2.3B

264 positions

#12Integras Partners LLCPassive

Notable overlap · 7 shared positions

$LMT $GILD $CL $USB $ACN $ARCC

$152M

69 positions

#13Paradiem, LLCPassive

Notable overlap · 5 shared positions

$ADI $LMT $FAST $CL $SYK

$454M

70 positions

#14BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$ADI $CB $BR $TJX $SYK $ACN

$321M

110 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$CB $HSY $SO $KMI $ADI

$187M

55 positions

#16EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$SO $MDLZ $USB $LMT $GILD $ACN

$1.4B

56 positions

#17CINCINNATI CASUALTY COActive

Notable overlap · 7 shared positions

$HON $WEC $USB $ADI $TJX $ACN

$191M

24 positions

#18ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$ADI $LIN $CB $CL $TJX

$723M

93 positions

#19BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 6 shared positions

$HSY $FAST $PAYX $BR $ACN $APD

$222M

34 positions

#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$LMT $WEC $ETR $SO

$220M

148 positions

#21VILLERE ST DENIS J & CO LLCActive

Notable overlap · 5 shared positions

$LMT $MDLZ $PGR $CL $SYK

$907M

76 positions

#22MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$WEC $LIN $AWK $CB $BR $PAYX

$835M

170 positions

#23FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ADI $FAST $PGR $BR $SYK

$4.5B

92 positions

#24Titan Investment Solutions LtdActive

Notable overlap · 5 shared positions

$LMT $LIN $FAST $SYK $GILD

$781M

56 positions

#25Somerset Trust CoPassive

Notable overlap · 6 shared positions

$ADI $LIN $CB $WEC $APD $PAYX

$326M

174 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.