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 OverlapQ1 2026Loudon Investment , portfolio →

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Most similar hedge funds by 13F overlap

Loudon Investment Management, LLC is an institutional investor managing $186M across 95 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 Loudon Investment , are DIVIDEND ASSETS ,, Weaver C. Barksdale & Associates,, First Long Island Investors,, with shared positions in $EPD, $NEE, $LOW, $AMT, $AMP, $DPZ. The full ranking of 25 similar funds is below.

#1DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 9 shared positions

$EPD $NEE $LOW $AMT $AMP $DPZ

$501M

138 positions

#2Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 9 shared positions

$NEE $CMI $LOW $ITW $AMP $ADP

$105M

62 positions

#3First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$LOW $FAST $NEE $USB $ABT $ITW

$1.2B

70 positions

#4Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$LOW $TFC $NEE $O $ABT $COP

$232M

44 positions

#5Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

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

$170M

48 positions

#6Somerset Trust CoPassive

Notable overlap · 7 shared positions

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

$326M

174 positions

#7ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 9 shared positions

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

$853M

70 positions

#8Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$NEE $CMI $DE $ADP $ITW $AMGN

$215M

125 positions

#9Cardinal Capital ManagementPassive

Notable overlap · 8 shared positions

$ITW $LOW $CMI $EMR $TFC $DE

$776M

136 positions

#10EDMP, INC.Passive

Notable overlap · 6 shared positions

$TFC $O $EPD $CMI $AMP $AMGN

$124M

71 positions

#11Birch Capital Management, LLCActive

Notable overlap · 6 shared positions

$EPD $G $ITW $ACN $AMGN $NVO

$191M

78 positions

#12ACCOUNT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$EPD $NEE $TMUS $AMT

$91M

23 positions

#13BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 6 shared positions

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

$222M

34 positions

#14DMKC Advisory Services, LLCPassive

Notable overlap · 6 shared positions

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

$240M

84 positions

#15SFE Investment CounselPassive

Notable overlap · 5 shared positions

$LOW $NEE $CMI $USB $ABT

$635M

143 positions

#16EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $USB $AMT $ABT $ACN $AMGN

$1.4B

56 positions

#17Allied Investment Advisors, LLCActive

Notable overlap · 6 shared positions

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

$697M

100 positions

#18COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 6 shared positions

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

$537M

47 positions

#19S.E.E.D. Planning Group LLCPassive

Notable overlap · 7 shared positions

$LOW $NEE $USB $ADP $ENB $FAST

$344M

89 positions

#20PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$LOW $NEE $EMR $ABT $ADP

$196M

53 positions

#21BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$NEE $LOW $DE $ABT $USB $AMGN

$7.8B

1,278 positions

#22BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$LOW $ITW $ABT $ADP $ACN $AMGN

$321M

110 positions

#23Integras Partners LLCPassive

Notable overlap · 6 shared positions

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

$152M

69 positions

#24R.H. Investment Group, LLCPassive

Notable overlap · 5 shared positions

$EPD $USB $ADP $AMGN $COP

$130M

45 positions

#25Rench Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$FAST $NEE $LOW $ABT $DPZ

$332M

62 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.