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 OverlapQ1 2026AFFINITY INVESTMENT ADVISORS, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

AFFINITY INVESTMENT ADVISORS, LLC is an institutional investor managing $160M across 137 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 AFFINITY INVESTMENT ADVISORS, are Game Creek ,, Catherine Avery Investment, Cornerstone Select Advisors,, with shared positions in $MU, $BAC, $DAL, $IBM, $NEM, $HPE. The full ranking of 25 similar funds is below.

#1Game Creek Capital, LPPassive

Notable overlap · 8 shared positions

$MU $BAC $DAL $IBM $NEM $HPE

$301M

93 positions

#2Catherine Avery Investment Management LLCPassive

Notable overlap · 9 shared positions

$STX $BAC $VZ $IBM $HPE $PFE

$223M

109 positions

#3Cornerstone Select Advisors, LLCPassive

Notable overlap · 7 shared positions

$MU $BAC $VLO $VZ $GILD $T

$160M

124 positions

#4Adams Asset Advisors, LLCActive

Notable overlap · 7 shared positions

$VLO $VZ $NEM $BAC $MO $T

$891M

88 positions

#5Lifeworks Advisors, LLCPassive

Notable overlap · 8 shared positions

$STX $GILD $JBL $MO $PFE $HPE

$779M

297 positions

#6Vanguard Capital Wealth AdvisorsPassive

Notable overlap · 6 shared positions

$MU $BAC $VLO $URI $MS $VZ

$108M

120 positions

#7Brandywine Global Investment Management, LLC

Notable overlap · 9 shared positions

$BAC $VZ $T $CVS $DG $MS

$14.9B

601 positions

#8Range Financial Group LLCPassive

Notable overlap · 6 shared positions

$TPR $STX $VZ $MO $NEM $MU

$298M

190 positions

#9Genus Capital Management Inc.Passive

Notable overlap · 8 shared positions

$VZ $GILD $IBM $VLO $__PARK_1390777 $TGT

$873M

189 positions

#10CERTUITY, LLCPassive

Notable overlap · 6 shared positions

$MU $BAC $VZ $MS $F $T

$1.5B

659 positions

#11VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 6 shared positions

$STX $TPR $VZ $DAL $PFE $MS

$1.6B

316 positions

#12Richard C. Young & CO., LTD.Active

Notable overlap · 6 shared positions

$MU $VLO $VZ $MO $IBM $T

$1.2B

93 positions

#13Principal Street Partners, LLCPassive

Notable overlap · 7 shared positions

$VZ $GILD $MO $HPE $T $CVS

$613M

247 positions

#14St. Louis Financial Planners Asset Management, LLCActive

Notable overlap · 5 shared positions

$MU $BAC $NEM $IBM $CVS

$176M

33 positions

#15VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$VZ $MO $HPE $T $BAC $MS

$976M

142 positions

#16Ranch Capital Advisors Inc.Passive

Notable overlap · 7 shared positions

$VZ $GILD $IBM $T $MS $TGT

$277M

154 positions

#17EXCALIBUR MANAGEMENT CORPPassive

Notable overlap · 7 shared positions

$VZ $IBM $T $PFE $GILD $CVS

$278M

160 positions

#18Applied Finance Capital Management, LLCPassive

Notable overlap · 6 shared positions

$VZ $VLO $BAC $IBM $URI $TGT

$1.3B

218 positions

#19Williamson Legacy Group, LLCPassive

Notable overlap · 5 shared positions

$STX $TPR $MU $NEM $__PARK_1390777

$133M

81 positions

#20OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$BAC $GILD $IBM $MS $__PARK_1390777 $TGT

$193M

108 positions

#21Markin Volterra Fund LPActive

Notable overlap · 3 shared positions

$MU $JBL $STX

$65M

34 positions

#22EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$BAC $GILD $T $PFE $CVS $MS

$1.4B

56 positions

#23Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$VZ $TPR $GILD $MO $BBY $IBM

$240M

278 positions

#241834 INVESTMENT ADVISORS COPassive

Some overlap · 8 shared positions

$VZ $MO $T $PFE $CVS $DG

$801M

206 positions

#25ARS Investment Partners, LLCActive

Some overlap · 5 shared positions

$MU $NEM $STX $MS $IBM

$1.9B

182 positions

Compare AFFINITY INVESTMENT ADVISORS,’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 AFFINITY INVESTMENT ADVISORS,’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.