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 Somerset Group

13F Portfolio OverlapQ2 2026Somerset Group portfolio →

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Most similar hedge funds by 13F overlap

Somerset Group LLC is an institutional investor managing $142M across 58 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 Somerset Group are WealthTrust Asset, DMKC Advisory Services, Corundum Group, with shared positions in $CHRW, $USB, $PEP, $WFC, $MMM, $TGT. The full ranking of 25 similar funds is below.

#1WealthTrust Asset Management, LLCActive

Notable overlap · 3 shared positions

$CHRW $USB $PEP

$181M

106 positions

#2DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$WFC $MMM $USB $PEP $TGT

$530M

92 positions

#3Corundum Group, Inc.Active

Notable overlap · 3 shared positions

$MMM $USB $ECL

$337M

112 positions

#4SilverOak Wealth Management LLCActive

Notable overlap · 4 shared positions

$MMM $ECL $WFC $TGT

$777M

126 positions

#5Birchwood Financial Partners, Inc.Passive

Notable overlap · 6 shared positions

$MMM $CHRW $WFC $USB $PEP $ECL

$122M

352 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$NEE $USB $TXN $WFC $PEP $TGT

$1.3B

58 positions

#7MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$USB $TXN $NEE $WFC $PEP $TGT

$1.2B

100 positions

#8Guardian Wealth Advisors, LLCActive

Notable overlap · 8 shared positions

$CHRW $MMM $ECL $PEP $MCD $CB

$200M

66 positions

#9Allied Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$WFC $MMM $USB $PEP $TGT

$1.1B

112 positions

#10InvesTrustPassive

Notable overlap · 7 shared positions

$WFC $USB $MMM $NTRS $PEP $MCD

$247M

91 positions

#11TORRAY LLCActive

Notable overlap · 4 shared positions

$NEE $BX $TXN $PEP

$741M

91 positions

#12Palisade Asset Management, LLCPassive

Notable overlap · 8 shared positions

$TXN $USB $MMM $ECL $TRV $PEP

$1.1B

204 positions

#13SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$MMM $TXN $WFC $USB $WY

$606M

79 positions

#14S.E.E.D. Planning Group LLCPassive

Notable overlap · 5 shared positions

$NEE $USB $LNG $PEP $SPGI

$408M

98 positions

#15CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 6 shared positions

$WFC $TXN $USB $TRV $WY $TGT

$3.3B

229 positions

#16R.H. Investment Group, LLCActive

Notable overlap · 5 shared positions

$WFC $USB $TRV $MCD $PEP

$133M

47 positions

#17HighMark Wealth Management LLCActive

Notable overlap · 6 shared positions

$WFC $MMM $TRV $USB $ECL $TGT

$299M

565 positions

#18BAYBANPassive

Notable overlap · 7 shared positions

$MMM $USB $NEE $WFC $PEP $TRV

$130M

595 positions

#19Oribel Capital Management, LPPassive

Some overlap · 5 shared positions

$MMM $TXN $SANM $ECL $SPGI

$3.3B

143 positions

#20FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 4 shared positions

$NEE $USB $TXN $MCD

$1.7B

256 positions

#21DAVIS SELECTED ADVISERSActive

Some overlap · 4 shared positions

$WFC $USB $TXN $CB

$23.3B

112 positions

#22MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 7 shared positions

$TXN $NEE $MMM $USB $ECL $MCD

$277M

147 positions

#23Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$USB $NEE $TXN $PEP $BX $TGT

$158M

78 positions

#24Great Waters Wealth ManagementSmart money

Some overlap · 4 shared positions

$MMM $ECL $MCD $TRV

$1.1B

131 positions

#25WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 6 shared positions

$MMM $TXN $NTRS $PEP $WY $CB

$742M

119 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.