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 M.E. ALLISON & ,

13F Portfolio OverlapQ1 2026M.E. ALLISON & , portfolio →

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Most similar hedge funds by 13F overlap

M.E. ALLISON & CO., INC. is an institutional investor managing $174M across 195 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 M.E. ALLISON & , are Ranch Advisors, Northwest Financial Advisors, WINEBRENNER, with shared positions in $KKR, $T, $HUM, $IBM, $TGT, $PFE. The full ranking of 25 similar funds is below.

#1Ranch Capital Advisors Inc.Passive

Notable overlap · 7 shared positions

$KKR $T $HUM $IBM $TGT $PFE

$277M

154 positions

#2Northwest Financial AdvisorsPassive

Notable overlap · 8 shared positions

$JHG $HUM $GE $VZ $BAH $MAR

$52M

66 positions

#3WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$JHG $KO $KKR $WFC $VZ $HUM

$156M

139 positions

#4Cornerstone Advisory, LLCPassive

Some overlap · 5 shared positions

$KKR $JHG $HUM $BAH $MAR

$1.1B

262 positions

#5Orion Capital Management LLCPassive

Some overlap · 5 shared positions

$JHG $KKR $HUM $BE $IBM

$290M

485 positions

#6DAHRING {-} CUSMANO LLCActive

Some overlap · 4 shared positions

$JHG $KKR $HUM $BAH

$163M

58 positions

#7Weaver Consulting GroupPassive

Some overlap · 6 shared positions

$JHG $HUM $KKR $BAH $GE $VZ

$420M

275 positions

#8Griffith & Werner, Inc.Active

Some overlap · 6 shared positions

$T $KO $WFC $PFE $VZ $IBM

$202M

72 positions

#9Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$T $KO $IBM $WFC $PFE $VZ

$308M

137 positions

#10Dynamic Financial GroupActive

Some overlap · 6 shared positions

$JHG $T $PFE $VZ $DAL $GE

$122M

69 positions

#11Raab & Moskowitz Asset Management LLCPassive

Some overlap · 6 shared positions

$KKR $HUM $PFE $MAR $VZ $KO

$450M

187 positions

#12Bridgewealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$JHG $KKR $HUM $WFC $T

$482M

135 positions

#13NEW ENGLAND ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$KKR $T $WFC $KO $VZ

$786M

99 positions

#14HEADINVEST, LLCPassive

Some overlap · 3 shared positions

$JHG $KKR $HUM

$488M

225 positions

#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$T $KO $WFC $IBM $VZ

$220M

148 positions

#16EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$T $KO $WFC $TGT $PFE

$1.4B

56 positions

#17Accel Wealth ManagementPassive

Some overlap · 4 shared positions

$JHG $KKR $HUM $IBM

$383M

290 positions

#18Carson Advisory Inc.Passive

Some overlap · 7 shared positions

$IBM $T $KO $HUM $DAL $VZ

$193M

188 positions

#19Cannon Wealth Management Services, LLCPassive

Some overlap · 7 shared positions

$KKR $HUM $BAH $KO $T $GE

$148M

85 positions

#20PARTNERS WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$JHG $T $KO $WFC

$97M

109 positions

#21SILVERLAKE WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$KKR $IBM $T $VZ $PFE $KO

$479M

377 positions

#22Miller Global Investments, LLCPassive

Some overlap · 4 shared positions

$JHG $T $PFE $VZ

$121M

295 positions

#23Quaker Wealth Management, LLCActive

Some overlap · 4 shared positions

$JHG $KKR $MAR $HUM

$320M

972 positions

#24RM Financial Services, LLCActive

Some overlap · 5 shared positions

$KKR $HUM $IBM $BAH $MAR

$116M

75 positions

#25InvesTrustPassive

Some overlap · 6 shared positions

$WFC $IBM $KO $TGT $KKR $VZ

$238M

91 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.