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 Silver Lake Advisory,

13F Portfolio OverlapQ1 2026Silver Lake Advisory, portfolio →

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Most similar hedge funds by 13F overlap

Silver Lake Advisory, LLC is an institutional investor managing $252M across 103 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 Silver Lake Advisory, are ALBERT D MASON, Tandem Investment Advisors,, Measured Risk Portfolios,, with shared positions in $KMI, $MCD, $PBA, $ADP, $GWW, $PAYX. The full ranking of 25 similar funds is below.

#1ALBERT D MASON INCPassive

Notable overlap · 8 shared positions

$KMI $MCD $PBA $ADP $GWW $PAYX

$154M

129 positions

#2Tandem Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$ABT $JKHY $ADP $BDX $CHD $MCD

$2.0B

83 positions

#3Measured Risk Portfolios, Inc.Passive

Notable overlap · 5 shared positions

$KMI $DLR $PAYX $O $KO

$91M

66 positions

#4SHUTTLEWORTH & CoPassive

Notable overlap · 5 shared positions

$RF $AMAT $ABT $EMR $ETN

$111M

52 positions

#5Lumbard & Kellner, LLCPassive

Notable overlap · 5 shared positions

$KMI $MET $FSLR $ENS $AMAT

$289M

99 positions

#6Royal Palms Capital LLCPassive

Notable overlap · 3 shared positions

$KMI $GLW $RF

$101M

50 positions

#7BONNESS ENTERPRISES INCActive

Notable overlap · 5 shared positions

$GLW $AMAT $EMR $ABT $KO

$273M

39 positions

#8Founders Capital ManagementPassive

Notable overlap · 5 shared positions

$GLW $AMAT $MCD $EMR $KO

$205M

390 positions

#9Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$ABT $GPC $O $MCD $EMR $KO

$245M

83 positions

#10NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$KMI $ABT $EMR $ETN $MCD $KO

$367M

141 positions

#11Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$ABT $AMAT $ADP $EMR $KO $BDX

$506M

79 positions

#12Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$GLW $AMAT $MCD $ETN

$184M

32 positions

#13Green Alpha Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLW $AMAT $GRMN $FSLR

$102M

107 positions

#14Borer Denton & Associates, Inc.Active

Notable overlap · 6 shared positions

$ABT $BDX $CHD $MCD $PAYX $ADP

$280M

66 positions

#15Dundas Partners LLPActive

Notable overlap · 6 shared positions

$ABT $AMAT $ADP $GWW $NVT $JKHY

$1.3B

49 positions

#16LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$ABT $PAYX $ADP $MCD $BDX

$260M

101 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$KMI $O $MCD $EMR $ABT

$187M

55 positions

#18BCWM, LLCPassive

Some overlap · 3 shared positions

$KMI $DLR $GRMN

$353M

57 positions

#19CORDA Investment Management, LLC.Active

Some overlap · 4 shared positions

$GLW $AMAT $MCD $KO

$1.4B

80 positions

#20ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Some overlap · 5 shared positions

$ABT $KMI $DLR $MCD $KO

$123M

101 positions

#21AMJ Financial Wealth ManagementPassive

Some overlap · 4 shared positions

$GLW $AMAT $ETN $EMR

$424M

86 positions

#22Clark & Stuart, IncActive

Some overlap · 7 shared positions

$ADP $GPC $SJM $ABT $EMR $KO

$148M

49 positions

#23Beech Hill Advisors, Inc.Passive

Some overlap · 5 shared positions

$AMAT $DLR $FSLR $ETN $KO

$200M

94 positions

#24Cornerstone Capital, Inc.Active

Some overlap · 4 shared positions

$GLW $ABT $KMI $ETN

$1.0B

118 positions

#25TRUSTCO BANK CORP N YPassive

Some overlap · 5 shared positions

$AMAT $ABT $MCD $EMR $KO

$113M

71 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.