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Hedge Funds Similar to Eukles Asset

13F Portfolio OverlapQ1 2026Eukles Asset portfolio →
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Most similar hedge funds by 13F overlap

Eukles Asset Management is an institutional investor managing $224M across 238 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 Eukles Asset are Sierra Legacy Group, JLB & ASSOCIATES, RBA Wealth ,, with shared positions in $TJX, $CMI, $ROST, $ACN, $HSY, $ZTS. The full ranking of 25 similar funds is below.

#1Sierra Legacy GroupPassive
Notable overlap · 7 shared positions
$TJX$CMI$ROST$ACN$HSY$ZTS
$131M
77 positions
#2JLB & ASSOCIATES INCPassive
Notable overlap · 7 shared positions
$TJX$SHW$ROST$PGR$ACN$HSY
$696M
70 positions
#3RBA Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$CBOE$CMI$URI$ACN
$278M
92 positions
#4Howard Capital Management Group, LLCActive
Notable overlap · 5 shared positions
$TJX$COP$ROK$ACN$ZTS
$1.5B
143 positions
#5WS MANAGEMENT LLLPActive
Notable overlap · 5 shared positions
$TJX$COP$LH$USB$TXN
$1.1B
56 positions
#6Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$COP$SHW$FDX$ACN$USB$CL
$139M
62 positions
#7Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$TJX$COP$RMD$SNOW
$958M
80 positions
#8Junto Capital Management LPPassive
Some overlap · 5 shared positions
$TJX$SHW$FDX$YUM$TXN
$4.7B
87 positions
#9MARSHFIELD ASSOCIATESActive
Some overlap · 4 shared positions
$TJX$CMI$ROST$PGR
$5.0B
17 positions
#10Passumpsic Savings Bank
Some overlap · 5 shared positions
$CMI$TJX$RMD$CBOE$USB
$183M
90 positions
#11WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$CMI$TJX$URI$SNOW$USB
$225M
71 positions
#12DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$COP$LH$ACN$ZTS$TXN$CL
$16.0B
187 positions
#13WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$TJX$CMI$ACN$ZTS
$1.2B
69 positions
#14Greenfield Seitz Capital Management, LLCPassive
Some overlap · 6 shared positions
$RMD$CMI$ZTS$NVO$ROST$TXN
$332M
111 positions
#15Hendershot Investments Inc.Active
Some overlap · 4 shared positions
$TJX$RMD$ROST$ACN
$744M
129 positions
#16Palisade Asset Management, LLCActive
Some overlap · 7 shared positions
$TJX$HSY$ACN$BALL$USB$TXN
$996M
195 positions
#17AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$COP$TJX$FDX$HSY$ACN$CL
$445M
77 positions
#18Bath Savings Trust CoActive
Some overlap · 4 shared positions
$TJX$COP$SHW$CL
$936M
168 positions
#19CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$TJX$CMI$ACN$USB
$6.6B
63 positions
#20CINCINNATI CASUALTY COActive
Some overlap · 4 shared positions
$TJX$CMI$ACN$USB
$191M
24 positions
#21WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TJX$CMI$LH
$347M
33 positions
#22Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$CBOE$CMI$RMD
$781M
56 positions
#23North Forty Two & Co.Passive
Some overlap · 6 shared positions
$COP$HSY$SNOW$USB$TXN$CMI
$108M
97 positions
#24SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$TJX$CBOE$SHW
$111M
52 positions
#25KWMG, LLCActive
Some overlap · 5 shared positions
$COP$SHW$ROST$TJX$ROK
$1.2B
147 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.