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 Creegan & Nassoura Financial Group,

13F Portfolio OverlapQ4 2025Creegan & Nassoura Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Creegan & Nassoura Financial Group, LLC is an institutional investor managing $154M across 78 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Creegan & Nassoura Financial Group, are Allied Investment Advisors,, DMKC Advisory Services,, ADVOCATE GROUP, with shared positions in $DE, $MMM, $MDT, $DEO, $PFE, $FDX. The full ranking of 25 similar funds is below.

#1Allied Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$DE $MMM $MDT $DEO $PFE $FDX

$697M

100 positions

#2DMKC Advisory Services, LLCPassive

Notable overlap · 8 shared positions

$DE $MMM $PFE $MDT $ETN $FDX

$240M

84 positions

#3ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$ENB $UNP $GIS $MDT $PFE $WPC

$639M

126 positions

#4CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 7 shared positions

$ETN $DE $MDT $EPD $NVS $UNP

$758M

179 positions

#5CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$MDLZ $DE $MDT $PFE $SCHW $DEO

$1.4B

80 positions

#6Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$TD $ENB $CI $ITW $LMT $SCHW

$105M

62 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$MDLZ $UNP $PFE $FDX $LMT $ABT

$1.4B

56 positions

#8BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$ETN $MDLZ $UNP $PFE

$578M

108 positions

#9Guinness Asset Management LTDActive

Notable overlap · 4 shared positions

$ETN $MDLZ $ITW $MDT

$5.8B

143 positions

#10DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$UNP $DIS $GIS $MDT $PFE $DE

$16.0B

187 positions

#11Center for Wealth Management AdvisoryActive

Some overlap · 6 shared positions

$MDLZ $CI $PFE $FDX $LMT $ABT

$139M

62 positions

#12M. Kraus & CoActive

Some overlap · 6 shared positions

$ENB $MDLZ $ITW $ABT $DIS $ETN

$343M

81 positions

#13Davis Capital ManagementPassive

Some overlap · 7 shared positions

$UNP $ETN $ITW $FDX $MDT $LMT

$148M

589 positions

#14RE ADVISERS CORPActive

Some overlap · 5 shared positions

$ETN $DE $DIS $CI $ABT

$3.7B

111 positions

#15Cohen Capital Management, Inc.Passive

Some overlap · 7 shared positions

$DE $EPD $NVS $MMM $SCHW $UNP

$644M

154 positions

#16Cardinal Capital ManagementPassive

Some overlap · 6 shared positions

$DE $ITW $GIS $MMM $NVS $MDT

$776M

136 positions

#17SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$MMM $UNP $DEO $MDT $PFE

$728M

79 positions

#18Eliot Finkel Investment Counsel, LLCActive

Some overlap · 4 shared positions

$ETN $DE $ITW $LMT

$184M

32 positions

#19BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 6 shared positions

$DE $MDLZ $WPC $LMT $ABT $SCHW

$2.3B

264 positions

#20GODSEY & GIBB, INCPassive

Some overlap · 4 shared positions

$ETN $TD $MDT $NVS

$1.1B

389 positions

#21STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Some overlap · 6 shared positions

$ITW $DE $PFE $DIS $MMM $ABT

$126.9B

113 positions

#22J. L. Bainbridge & Co., Inc.Active

Some overlap · 4 shared positions

$ETN $CI $DIS $SCHW

$1.1B

107 positions

#23Clear Trail Advisors, LLCPassive

Some overlap · 5 shared positions

$ETN $GIS $MDT $EPD $UNP

$601M

149 positions

#24DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 3 shared positions

$ETN $ENB $DIS

$1.1B

596 positions

#25DLK Investment Management, LLCPassive

Some overlap · 5 shared positions

$DE $ITW $MDT $ABT $SCHW

$253M

92 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.