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 Loudon Investment

13F Portfolio OverlapQ2 2026Loudon Investment portfolio →

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Most similar hedge funds by 13F overlap

Loudon Investment Management, LLC is an institutional investor managing $204M across 95 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 Loudon Investment are Weaver C. Barksdale & Associates, BONTEMPO OHLY MGMT, Baugh & Associates, with shared positions in $CMI, $NEE, $QCOM, $ITW, $ADP, $O. The full ranking of 25 similar funds is below.

#1Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 9 shared positions

$CMI $NEE $QCOM $ITW $ADP $O

$111M

62 positions

#2BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 7 shared positions

$FAST $LOW $ITW $ADP $ACN $AMGN

$235M

33 positions

#3Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$QCOM $LOW $TFC $NEE $O $ABT

$221M

41 positions

#4DMKC Advisory Services, LLCActive

Notable overlap · 8 shared positions

$CMI $O $USB $LOW $DE $ABT

$530M

92 positions

#5Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 9 shared positions

$NEE $CMI $ITW $ABT $LOW $NVO

$170M

121 positions

#6First Long Island Investors, LLCActive

Notable overlap · 9 shared positions

$QCOM $FAST $ADP $LOW $USB $NEE

$1.4B

73 positions

#7COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$FAST $QCOM $ITW $ADP $ACN $DE

$1.7B

91 positions

#8SFE Investment CounselPassive

Notable overlap · 6 shared positions

$QCOM $NEE $USB $CMI $LOW $ABT

$742M

152 positions

#9Slagle Financial, LLCPassive

Notable overlap · 8 shared positions

$LOW $USB $TFC $NEE $O $AMT

$334M

127 positions

#10Cardinal Capital ManagementPassive

Notable overlap · 8 shared positions

$CMI $QCOM $EMR $ITW $DE $LOW

$861M

140 positions

#11Somerset Trust CoPassive

Notable overlap · 8 shared positions

$NEE $LOW $ITW $ADP $EMR $ABT

$354M

186 positions

#12Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

$LOW $NEE $ITW $ADP $ACN $AMT

$181M

50 positions

#13MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$QCOM $NEE $USB $LOW $ADP $AMGN

$1.2B

100 positions

#14DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 8 shared positions

$EPD $NEE $LOW $AMT $AMP $NVO

$517M

137 positions

#15MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 8 shared positions

$LOW $QCOM $EMR $ADP $ABT $AMGN

$273M

250 positions

#16Paradiem, LLCPassive

Notable overlap · 5 shared positions

$FAST $QCOM $NEE $ADP $ABT

$464M

68 positions

#17ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$FAST $EMR $ADP $DE $ABT $AMGN

$878M

73 positions

#18Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$LOW $NEE $QCOM $ITW $DE

$473M

58 positions

#19KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LOW $ITW $ADP $QCOM $USB $ABT

$1.6B

228 positions

#20Welch Group, LLCPassive

Notable overlap · 6 shared positions

$QCOM $TFC $NEE $EMR $PAYX $DE

$2.9B

326 positions

#21COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 6 shared positions

$TFC $ITW $USB $ADP $ABT $EMR

$543M

43 positions

#22Integras Partners LLCPassive

Notable overlap · 7 shared positions

$CMI $ITW $USB $ACN $NEE $AMGN

$181M

100 positions

#23Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$CMI $NEE $ADP $DE $ITW $EMR

$231M

125 positions

#24Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$LOW $O $USB $DE $ABT $EMR

$1.1B

112 positions

#25SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive

Notable overlap · 6 shared positions

$CMI $QCOM $DLR $O $ADP $ABT

$244M

321 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.