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 Shoker Investment Counsel,

13F Portfolio OverlapQ1 2026Shoker Investment Counsel, portfolio →

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Most similar hedge funds by 13F overlap

Shoker Investment Counsel, Inc. is an institutional investor managing $337M across 109 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 Shoker Investment Counsel, are Avanda Investment Pte. Ltd., Deseret Mutual Benefit Administrators, Genus, with shared positions in $SE, $KLAC, $LRCX, $AMAT, $TXN, $MPC. The full ranking of 25 similar funds is below.

#1Avanda Investment Management Pte. Ltd.Active

Notable overlap · 5 shared positions

$SE $KLAC $LRCX $AMAT $TXN

$63M

24 positions

#2Deseret Mutual Benefit AdministratorsPassive

Notable overlap · 10 shared positions

$LRCX $AMAT $MPC $GILD $LMT $UNP

$294M

508 positions

#3Genus Capital Management Inc.Passive

Notable overlap · 7 shared positions

$SE $ADI $KLAC $LRCX $GILD $TXN

$873M

189 positions

#4Summit Street Capital Management, LLCActive

Some overlap · 4 shared positions

$KLAC $MPC $LRCX $AMAT

$707M

31 positions

#5Global X Japan Co., Ltd.Active

Some overlap · 7 shared positions

$KLAC $LRCX $AMAT $GILD $MCD $TXN

$1.9B

378 positions

#6EDGAR LOMAX CO/VAActive

Some overlap · 9 shared positions

$TXN $UNP $SO $GILD $LMT $DUK

$1.4B

56 positions

#7Rafferty Asset Management, LLCActive

Some overlap · 6 shared positions

$KLAC $LRCX $AMAT $ADI $TXN $USB

$24.6B

1,057 positions

#8Phoenix Wealth AdvisorsActive

Some overlap · 4 shared positions

$SE $MPC $ADI $UNP

$253M

126 positions

#9Western Financial Corp/CAActive

Some overlap · 7 shared positions

$LRCX $AMAT $ADI $SE $LMT $KLAC

$255M

127 positions

#10Eliot Finkel Investment Counsel, LLCActive

Some overlap · 8 shared positions

$AMAT $ADI $MCD $LMT $DUK $USB

$184M

32 positions

#11CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 6 shared positions

$MPC $KLAC $AMAT $SO $LMT $DUK

$1.0B

93 positions

#12Glass Wealth Management Co LLCPassive

Some overlap · 7 shared positions

$LRCX $AMAT $TXN $EMR $LMT $PFE

$258M

67 positions

#13Persium Advisors, LLCActive

Some overlap · 7 shared positions

$LRCX $AMAT $UNP $MCD $DUK $PFE

$127M

60 positions

#14Geneva Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $MPC $LRCX $EPD $USB

$208M

63 positions

#15ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$KLAC $AMAT $ADI $TXN $LRCX $GD

$331M

183 positions

#16SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Some overlap · 5 shared positions

$SE $ADI $UNP $MCD $ITW

$595M

212 positions

#17BROWN BROTHERS HARRIMAN & COPassive

Some overlap · 6 shared positions

$KLAC $AMAT $TXN $MCD $USB $ADI

$18.6B

1,800 positions

#18Camarda Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $LRCX $AMAT $USB $GD

$190M

104 positions

#19CULLINAN ASSOCIATES INCActive

Some overlap · 7 shared positions

$AMAT $LRCX $TXN $MCD $KLAC $LMT

$1.2B

207 positions

#20Karani Asset Management LLCPassive

Some overlap · 5 shared positions

$LRCX $AMAT $KLAC $ADI $TXN

$122M

54 positions

#21Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$KLAC $LRCX $AMAT $ADI

$145M

69 positions

#22MARCO INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$KLAC $EPD $UNP $LRCX $USB

$1.3B

232 positions

#23FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$KLAC $LRCX $AMAT $ADI

$399M

173 positions

#24Curat Global, LLCPassive

Some overlap · 7 shared positions

$AMAT $TXN $ADI $LRCX $PFE $GILD

$102M

265 positions

#25Leelyn Smith, LLCPassive

Some overlap · 6 shared positions

$AMAT $KLAC $ADI $MCD $LMT $GD

$713M

154 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.