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 WILSEY ASSET

13F Portfolio OverlapQ1 2026WILSEY ASSET portfolio →

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Most similar hedge funds by 13F overlap

WILSEY ASSET MANAGEMENT INC is an institutional investor managing $681M across 28 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 WILSEY ASSET are QSM Asset Ltd, SOUND SHORE /CT/, Patrick Mauro Investment Advisor,, with shared positions in $ZBH, $PFE, $CAG, $MHK, $GM, $WFC. The full ranking of 25 similar funds is below.

#1QSM Asset Management LtdActive

Substantial overlap · 4 shared positions

$ZBH $PFE $CAG $MHK

$204M

25 positions

#2SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$ZBH $PFE $GM $WFC $MHK

$3.0B

40 positions

#3Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 3 shared positions

$VZ $PFE $CAG

$199M

40 positions

#4Hillman Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$PFE $ZBH $VZ $CAG

$144M

56 positions

#5SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive

Notable overlap · 3 shared positions

$WFC $VZ $PFE

$788M

47 positions

#6Disciplined Equity Management, Inc.Active

Notable overlap · 3 shared positions

$VZ $PFE $CAG

$199M

44 positions

#7EQUITY INVESTMENT CORPActive

Notable overlap · 3 shared positions

$VZ $ZBH $WFC

$5.1B

71 positions

#8Rempart Asset Management Inc.Active

Notable overlap · 3 shared positions

$WFC $VZ $SWK

$475M

36 positions

#9Seven Springs Wealth Group, LLCActive

Notable overlap · 4 shared positions

$CI $VZ $WFC $HUM

$432M

81 positions

#10SECTOR GAMMA ASActive

Notable overlap · 3 shared positions

$PFE $ZBH $HUM

$423M

42 positions

#11Griffith & Werner, Inc.Active

Notable overlap · 3 shared positions

$VZ $PFE $WFC

$202M

72 positions

#12Gilman Hill Asset Management, LLCPassive

Notable overlap · 5 shared positions

$VZ $PFE $SWK $VICI $CAG

$663M

225 positions

#13Catherine Avery Investment Management LLCPassive

Notable overlap · 3 shared positions

$VZ $PFE $SWK

$223M

109 positions

#14GQG Partners LLCActive

Notable overlap · 3 shared positions

$VZ $CI $ALL

$63.1B

81 positions

#15Te Ahumairangi Investment Management LtdActive

Some overlap · 3 shared positions

$VZ $PFE $GM

$597M

86 positions

#16Round Hill Asset ManagementActive

Some overlap · 3 shared positions

$PFE $ZBH $WFC

$153M

62 positions

#17Cutler Capital Management, LLCActive

Some overlap · 3 shared positions

$VZ $PFE $VICI

$370M

116 positions

#18TT Capital Management LLCActive

Some overlap · 3 shared positions

$VICI $VZ $PFE

$121M

73 positions

#19BCWM, LLCPassive

Some overlap · 3 shared positions

$SWK $VZ $PFE

$353M

57 positions

#20BRANDES INVESTMENT PARTNERS, LPActive

Some overlap · 4 shared positions

$CI $MHK $PFE $WFC

$14.1B

186 positions

#21Dupree Financial Group, LLCPassive

Some overlap · 3 shared positions

$VZ $CAG $HUM

$248M

71 positions

#22Verity & Verity, LLCActive

Some overlap · 3 shared positions

$PFE $VICI $VZ

$1.3B

138 positions

#23Monte Financial Group, LLCPassive

Some overlap · 3 shared positions

$WFC $PFE $SWK

$282M

100 positions

#24Minneapolis Portfolio Management Group, LLCActive

Some overlap · 3 shared positions

$PFE $ZBH $GM

$942M

33 positions

#25Argyle Capital Management, LLCPassive

Some overlap · 5 shared positions

$PFE $VZ $GM $WFC $ALL

$308M

137 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.