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 Diligent Investors,

13F Portfolio OverlapQ1 2026Diligent Investors, portfolio →

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Most similar hedge funds by 13F overlap

Diligent Investors, LLC is an institutional investor managing $404M across 346 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 Diligent Investors, are Estabrook, PBU - The Pension Fund of Early Childhood & Youth Educators, Lorne Steinberg Wealth, with shared positions in $GLW, $CP, $IBM, $CTVA, $BAC, $VZ. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$GLW $CP $IBM $CTVA $BAC $VZ

$685M

380 positions

#2PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 7 shared positions

$IBM $EME $AMAT $AXP $VZ $BAC

$7.7B

190 positions

#3Lorne Steinberg Wealth Management Inc.Passive

Some overlap · 5 shared positions

$DIS $MS $CP $CTVA $AXP

$422M

68 positions

#4Insight Inv LLCPassive

Some overlap · 5 shared positions

$GLW $MS $IBM $AXP $AMAT

$183M

104 positions

#5Iowa State BankPassive

Some overlap · 6 shared positions

$MS $IBM $DIS $BAC $PLTR $VZ

$543M

117 positions

#6Garner Asset Management CorpPassive

Some overlap · 5 shared positions

$GLW $MS $IBM $AMAT $VZ

$255M

156 positions

#7OmniStar Financial Group, Inc.Passive

Some overlap · 5 shared positions

$GLW $MS $IBM $BAC $VZ

$193M

108 positions

#8CORRADO ADVISORS, LLCPassive

Some overlap · 5 shared positions

$GLW $DIS $IBM $VZ $BAC

$192M

115 positions

#9Brandywine Global Investment Management, LLC

Some overlap · 5 shared positions

$DIS $MS $IBM $BAC $VZ

$14.9B

601 positions

#10Truvestments Capital LLCPassive

Some overlap · 5 shared positions

$GLW $MS $SPG $AMAT $VZ

$554M

1,176 positions

#11DCM Advisors, LLCActive

Some overlap · 5 shared positions

$DIS $MS $AXP $BAC $VZ

$220M

38 positions

#12CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$GLW $DIS $SPG $AMAT $VZ

$1.4B

80 positions

#13Integrated Investment Consultants, LLCPassive

Some overlap · 5 shared positions

$GMM $MS $CTVA $IBM $BAC

$471M

263 positions

#14HOLDERNESS INVESTMENTS COPassive

Some overlap · 5 shared positions

$GLW $IBM $AMAT $BAC $VZ

$498M

252 positions

#15Directional Asset ManagementPassive

Some overlap · 5 shared positions

$GLW $MS $CTVA $BAC $VZ

$109M

90 positions

#16Applied Finance Capital Management, LLCPassive

Some overlap · 5 shared positions

$DIS $IBM $AMAT $BAC $VZ

$1.3B

218 positions

#17Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$GLW $IBM $BAC $PLTR $VZ

$160M

124 positions

#18Churchill Financial Advisors, LLCActive

Some overlap · 5 shared positions

$GMM $MS $IBM $AMAT $GLDM

$476M

123 positions

#19Alliance Private Wealth, LLCActive

Some overlap · 5 shared positions

$DIS $MS $BAC $IBM $VZ

$278M

80 positions

#20Wynn Capital, LLCPassive

Some overlap · 5 shared positions

$DIS $IBM $AXP $AMAT $BAC

$195M

107 positions

#21Smith Thornton Advisors LLCPassive

Some overlap · 5 shared positions

$MS $IBM $DIS $BAC $VZ

$199M

130 positions

#22NCM Capital Management, LLCPassive

Some overlap · 5 shared positions

$GLW $MS $IBM $BAC $VZ

$279M

185 positions

#23Byrne Asset Management LLCPassive

Some overlap · 4 shared positions

$GLW $DIS $IBM $AMAT

$171M

566 positions

#24Oder Investment Management, LLCPassive

Some overlap · 5 shared positions

$DIS $IBM $BAC $PLTR $VZ

$130M

102 positions

#25CAPITAL ADVISORS INC/OKPassive

Some overlap · 5 shared positions

$MS $IBM $SPG $AMAT $VZ

$6.2B

357 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.