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 Shelter Mutual Insurance

13F Portfolio OverlapQ1 2026Shelter Mutual Insurance portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Shelter Mutual Insurance Co is an institutional investor managing $450M across 58 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 Shelter Mutual Insurance are Brentview Investment, Juno Financial Group, Good Steward Wealth Advisors,, with shared positions in $CME, $LIN, $LOW, $UNP, $NEE, $BRZE. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$CME $LIN $LOW $UNP $NEE

$231M

63 positions

#2Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$BRZE $DE $LOW $DHR $SE

$255M

70 positions

#3Good Steward Wealth Advisors,LLCActive

Notable overlap · 8 shared positions

$BRZE $UNP $NEE $DE $ITW $AXP

$156M

68 positions

#4Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$CME $DE $NEE $ITW $UNP $IBM

$215M

125 positions

#5NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 6 shared positions

$LIN $LOW $AXP $NEE $GILD $SE

$676M

125 positions

#6Allied Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$DE $SHEL $LOW $TGT $PFE $OTIS

$697M

100 positions

#7Mirabaud Asset Management LtdActive

Notable overlap · 5 shared positions

$CME $AXP $UNP $NEE $IBM

$121M

32 positions

#8Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$DE $IBM $LIN $NEE $PFE $OTIS

$974M

782 positions

#9Good Harbor Advisors, Inc.Active

Notable overlap · 6 shared positions

$BRZE $NEE $PFE $UNP $DHR $BMY

$92M

82 positions

#10Mendel Money ManagementPassive

Notable overlap · 5 shared positions

$LIN $IBM $LOW $DE $DHR

$239M

137 positions

#11Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$VRTX $DE $IBM $NEE

$112M

54 positions

#12St. Louis Trust CoActive

Notable overlap · 9 shared positions

$BRZE $DHR $MKL $UNP $BN $LOW

$856M

145 positions

#13COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 4 shared positions

$BRZE $NEE $DHR $BMY

$97M

56 positions

#14Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$AXP $IBM $LIN $NEE $UNP

$446M

104 positions

#15GRANDFIELD & DODD, LLCActive

Notable overlap · 5 shared positions

$LIN $ITW $VRSK $SHEL $GILD

$1.8B

209 positions

#16Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$CME $LIN $DHR $PFE $BMY

$199M

40 positions

#17Cushing Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$BRZE $DHR $ITW $LOW $NEE $LIN

$130M

96 positions

#18DMKC Advisory Services, LLCPassive

Notable overlap · 6 shared positions

$DE $SHEL $TGT $LOW $PFE $OTIS

$240M

84 positions

#19WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 5 shared positions

$LIN $CME $NEE $DE $OTIS

$1.2B

69 positions

#20Rayburn West Financial Services LLCActive

Notable overlap · 5 shared positions

$IBM $DE $AXP $TGT $PFE

$170M

82 positions

#21Tandem Investment Partners LLCActive

Notable overlap · 6 shared positions

$BRZE $NEE $DHR $LOW $IBM $ITW

$118M

73 positions

#22Wallington Asset Management, LLCActive

Notable overlap · 4 shared positions

$LIN $UNP $DE $LOW

$752M

61 positions

#23New Covenant Trust Company, N.A.Active

Notable overlap · 6 shared positions

$BRZE $NEE $MKL $DE $LIN $UNP

$112M

96 positions

#24Meriwether Wealth & Planning, LLCActive

Notable overlap · 4 shared positions

$BRZE $BKNG $LOW $DE

$183M

126 positions

#25SCHARF INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$CME $UNP $BKNG $BN $OTIS $MKL

$3.2B

70 positions

Compare Shelter Mutual Insurance’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Shelter Mutual Insurance’s holdings

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.