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 Select Asset

13F Portfolio OverlapQ2 2026Select Asset portfolio →

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Most similar hedge funds by 13F overlap

Select Asset Management & Trust is an institutional investor managing $347M across 79 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 Select Asset are Fi3 FINANCIAL ADVISORS, Close Asset Ltd, TILIA FIDUCIARY PARTNERS, with shared positions in $EME, $PFE, $C, $MCD, $CSL, $NEE. The full ranking of 25 similar funds is below.

#1Fi3 FINANCIAL ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$EME $PFE $C

$418M

232 positions

#2Close Asset Management LtdActive

Some overlap · 3 shared positions

$EME $MCD $C

$3.8B

269 positions

#3TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 3 shared positions

$EME $CSL $NEE

$211M

127 positions

#4Stony Point Wealth Management Inc.Passive

Some overlap · 3 shared positions

$EME $PM $BX

$283M

103 positions

#5Keeler Thomas Management LLCPassive

Some overlap · 4 shared positions

$EME $EHC $PFE $ABT

$282M

135 positions

#6WAYCROSS PARTNERS, LLCActive

Some overlap · 3 shared positions

$CSL $MCD $C

$1.2B

72 positions

#7Mirabaud Asset Management LtdPassive

Some overlap · 3 shared positions

$CSL $MCD $NEE

$120M

49 positions

#8BCU Wealth Advisors, LLCSmart money

Slight overlap · 4 shared positions

$EME $PM $ABT $BX

$301M

63 positions

#9Next Level Private LLCPassive

Slight overlap · 6 shared positions

$CSL $HSY $PFE $SHEL $C $BX

$511M

174 positions

#10Kinsale Capital Group, Inc.Active

Slight overlap · 3 shared positions

$CSL $MCD $PM

$754M

41 positions

#11Liberty Capital Management, Inc.Passive

Slight overlap · 3 shared positions

$MCD $EME $ABT

$582M

184 positions

#12BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Slight overlap · 5 shared positions

$MCD $HSY $PFE $ABT $C

$263M

90 positions

#13VELA Investment Management, LLCPassive

Slight overlap · 3 shared positions

$CSL $EHC $ABT

$468M

165 positions

#14EXCALIBUR MANAGEMENT CORPPassive

Slight overlap · 3 shared positions

$CSL $PFE $C

$303M

175 positions

#15IFC Advisors LLCActive

Slight overlap · 3 shared positions

$EME $MCD $BX

$788M

179 positions

#16Beacon Harbor Wealth Advisors, Inc.Passive

Slight overlap · 5 shared positions

$MCD $PFE $PM $ABT $NEE

$513M

70 positions

#17Modus Advisors, LLCPassive

Slight overlap · 4 shared positions

$MCD $IBIT $BX $NEE

$405M

118 positions

#18STOCK YARDS BANK & TRUST COActive

Slight overlap · 3 shared positions

$EME $PM $NEE

$3.5B

397 positions

#19First Fiduciary Investment Counsel, Inc.Passive

Slight overlap · 5 shared positions

$MCD $PFE $PM $BX $NEE

$529M

75 positions

#20Cohen Investment Advisors LLCPassive

Slight overlap · 5 shared positions

$MCD $PFE $C $BX $NEE

$223M

81 positions

#21KCM INVESTMENT ADVISORS LLCActive

Slight overlap · 4 shared positions

$CSL $MCD $BX $NEE

$3.4B

400 positions

#22HUTNER CAPITAL MANAGEMENT INCActive

Slight overlap · 4 shared positions

$MCD $HSY $PM $ABT

$252M

43 positions

#23Zinnia Wealth Advisory, LLCPassive

Slight overlap · 4 shared positions

$MCD $IBIT $ABT $NEE

$98M

97 positions

#24InvesTrustPassive

Slight overlap · 4 shared positions

$MCD $PFE $SHEL $PM

$260M

95 positions

#25McGlone Suttner Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$EME $MCD $PM

$852M

196 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.