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 AFFINITY INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026AFFINITY INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

AFFINITY INVESTMENT ADVISORS, LLC is an institutional investor managing $197M across 140 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 AFFINITY INVESTMENT ADVISORS are VALLEY WEALTH MANAGERS, Lifeworks Advisors, Catherine Avery Investment, with shared positions in $DELL, $STX, $TPR, $VZ, $DAL, $PFE. The full ranking of 25 similar funds is below.

#1VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 7 shared positions

$DELL $STX $TPR $VZ $DAL $PFE

$1.7B

345 positions

#2Lifeworks Advisors, LLCPassive

Notable overlap · 5 shared positions

$DELL $STX $JBL $MO $PFE

$955M

337 positions

#3Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$STX $TGT $VZ $OMC $BBY $C

$229M

166 positions

#4Cunning Capital Partners, LPActive

Notable overlap · 6 shared positions

$DELL $TPR $URI $JBL $SPG $MS

$248M

55 positions

#5MWA Asset ManagementPassive

Notable overlap · 4 shared positions

$DELL $STX $URI $C

$221M

129 positions

#6Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$DELL $VZ $TGT $MO $PFE

$1.5B

138 positions

#7Richard C. Young & CO., LTD.Passive

Notable overlap · 5 shared positions

$DELL $VLO $MO $VZ $T

$1.4B

101 positions

#8Persium Advisors, LLCSmart money

Notable overlap · 5 shared positions

$DELL $VZ $CVS $T $PFE

$153M

69 positions

#91834 INVESTMENT ADVISORS COPassive

Notable overlap · 8 shared positions

$VZ $CVS $MO $TGT $F $T

$883M

211 positions

#10Adams Asset Advisors, LLCActive

Notable overlap · 8 shared positions

$VLO $VZ $MO $T $C $PFE

$882M

88 positions

#11DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$DELL $CVS $PFE $MS $T $VZ

$253M

38 positions

#12Geneva Partners, LLCPassive

Notable overlap · 3 shared positions

$DELL $STX $VLO

$375M

75 positions

#13Disciplined Equity Management, Inc.Smart money

Notable overlap · 8 shared positions

$HPQ $VZ $MO $BBY $F $T

$226M

45 positions

#14Traub Capital Management LLCPassive

Notable overlap · 5 shared positions

$DELL $URI $C $PFE $CVS

$112M

132 positions

#15Michels Family Financial, LLCPassive

Notable overlap · 7 shared positions

$TPR $CVS $MO $F $C $SPG

$156M

148 positions

#16DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive

Notable overlap · 5 shared positions

$DELL $STX $DAL $CVS $MS

$2.4B

174 positions

#17CHAPIN DAVIS, INC.Passive

Notable overlap · 4 shared positions

$STX $JBL $DELL $VLO

$569M

256 positions

#18TODD ASSET MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$DELL $JBL $URI $TPR $MO $MS

$5.6B

182 positions

#19Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$DELL $VZ $CVS $T $C $PFE

$160M

124 positions

#20Applied Finance Capital Management, LLCPassive

Notable overlap · 6 shared positions

$HPQ $URI $VZ $VLO $TGT $CVS

$1.3B

218 positions

#21Titan Investment Management LLCActive

Notable overlap · 3 shared positions

$DELL $JBL $MS

$135M

38 positions

#22McKinney Capital Management, LLCActive

Notable overlap · 7 shared positions

$DELL $MO $BBY $F $HPQ $T

$254M

87 positions

#23Pacer Advisors, Inc.Passive

Notable overlap · 8 shared positions

$VZ $MO $T $F $PFE $NEM

$39.3B

2,614 positions

#24LSV ASSET MANAGEMENTActive

Some overlap · 8 shared positions

$DELL $C $VZ $T $CVS $MO

$55.1B

889 positions

#25Optimist Retirement Group LLCActive

Some overlap · 7 shared positions

$HPQ $VZ $MO $BBY $PFE $DELL

$259M

118 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.