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 BENJAMIN EDWARDS

13F Portfolio OverlapQ1 2026BENJAMIN EDWARDS portfolio →

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Most similar hedge funds by 13F overlap

BENJAMIN EDWARDS INC is an institutional investor managing $10.1B across 1,352 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 BENJAMIN EDWARDS are DEARBORN PARTNERS, Trueblood Wealth ,, Bath Savings, with shared positions in $CASY, $APH, $MCD, $WEC, $ATO, $VZ. The full ranking of 25 similar funds is below.

#1DEARBORN PARTNERS LLCActive

Notable overlap · 15 shared positions

$CASY $APH $MCD $WEC $ATO $VZ

$1.8B

269 positions

#2Trueblood Wealth Management, LLCPassive

Some overlap · 7 shared positions

$USB $APH $CASY $SNA $MCD $RSG

$256M

256 positions

#3Bath Savings Trust CoActive

Some overlap · 7 shared positions

$MCD $COP $APH $CASY $WSO $SYK

$936M

168 positions

#4Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$USB $MCD $COP $VZ $TXN $ADP

$245M

98 positions

#5LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$USB $MCD $VZ $COP $CTVA $CRM

$135M

83 positions

#6Brindle & Bay Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$USB $GLDM $TXN $VZ $SNA $CME

$163M

67 positions

#7Tandem Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$APH $MCD $WEC $RSG $SYK $ADP

$2.0B

83 positions

#8ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$APH $MCD $VZ $TXN $SYK $ADP

$1.7B

86 positions

#9HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$USB $CASY $MCD $COP $SYK

$1.5B

477 positions

#10Accretive Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$GLDM $RSG $MCD $COP $CME $USB

$356M

180 positions

#11Alliance Wealth Advisors, LLC /UTPassive

Some overlap · 8 shared positions

$USB $VZ $MCD $WEC $RSG $CME

$462M

228 positions

#12KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 5 shared positions

$USB $APH $GLDM $CRM $VZ

$123M

99 positions

#13BUCKHEAD CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$CASY $APH $TXN $RSG $WSO

$265M

148 positions

#141834 INVESTMENT ADVISORS COPassive

Some overlap · 5 shared positions

$USB $COP $WEC $VZ $TXN

$801M

206 positions

#15Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 6 shared positions

$USB $WEC $MCD $SNA $ADP $VZ

$412M

46 positions

#16W.H. Cornerstone Investments Inc.Passive

Some overlap · 6 shared positions

$USB $COP $TXN $ATO $RSG $TMUS

$160M

129 positions

#17FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 5 shared positions

$USB $MCD $VZ $TXN $CME

$1.5B

235 positions

#18JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$MCD $VZ $COP $CRM $WEC $CME

$114M

133 positions

#19KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$APH $USB $MCD $VZ $ADP

$1.4B

221 positions

#20SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$USB $COP $VZ $TXN $CME

$728M

79 positions

#21MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$USB $MCD $WEC $VZ $TXN

$246M

145 positions

#22Perennial Advisors, LLCPassive

Some overlap · 4 shared positions

$USB $APH $MCD $COP

$587M

122 positions

#23R.H. Investment Group, LLCPassive

Some overlap · 6 shared positions

$USB $MCD $COP $ADP $VZ $CTVA

$130M

45 positions

#24Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$USB $COP $VZ $CME $ADP

$139M

62 positions

#25Marion Wealth ManagementPassive

Some overlap · 5 shared positions

$USB $COP $CTVA $CRM $TMUS

$451M

146 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.