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 Anchor Investment ,

13F Portfolio OverlapQ1 2026Anchor Investment , portfolio →

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Most similar hedge funds by 13F overlap

Anchor Investment Management, LLC is an institutional investor managing $1.2B across 1,067 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 Anchor Investment , are AMI INVESTMENT, GWN SECURITIES, FINANCIAL ADVISORY PARTNERS,, with shared positions in $MAR, $LOW, $UNP, $FDX, $UNH, $DUK. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$MAR $LOW $UNP $FDX $UNH

$445M

77 positions

#2GWN SECURITIES INC.Passive

Some overlap · 6 shared positions

$MAR $DUK $KO $RSG $MCK $SO

$523M

462 positions

#3FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 5 shared positions

$MAR $LOW $UNP $RSG $MDT

$354M

66 positions

#4EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$UNP $DUK $FDX $KO $UNH $SO

$1.4B

56 positions

#5OMC Financial Services LTDActive

Some overlap · 5 shared positions

$MAR $LOW $GLW $UNP $KO

$258M

64 positions

#6Tradewinds, LLC.Passive

Some overlap · 5 shared positions

$FCNCA $DUK $RSG $UNH $KO

$310M

153 positions

#7FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive

Some overlap · 5 shared positions

$MAR $LOW $UNH $UNP $FDX

$1.1B

175 positions

#8LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$DUK $KO $RSG $UNH $MCK $SO

$970M

154 positions

#9Eley Financial Management, IncActive

Some overlap · 4 shared positions

$MAR $LOW $UNP $MCK

$250M

66 positions

#10Farmers National BankPassive

Some overlap · 5 shared positions

$MAR $DUK $KO $MDT $UNH

$453M

185 positions

#11Magellan Asset Management LtdActive

Some overlap · 6 shared positions

$KO $UNP $UNH $MDT $DUK $SO

$7.7B

79 positions

#12MTM Investment Management, LLCPassive

Some overlap · 6 shared positions

$LOW $KO $MCK $SO $DUK $UNP

$316M

709 positions

#13Kentucky Trust CoPassive

Some overlap · 5 shared positions

$LOW $DUK $GLW $KO $SO

$191M

311 positions

#14Davis Capital ManagementPassive

Some overlap · 5 shared positions

$UNP $FDX $KO $RSG $MDT

$148M

589 positions

#15AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$LOW $GLW $KO $UNH $MDT

$696M

176 positions

#16Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$LOW $DUK $KO $MDT $MCK

$272M

95 positions

#17WOLFF WIESE MAGANA LLCPassive

Some overlap · 5 shared positions

$UNP $DUK $KO $MDT $MCK

$181M

983 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$UNP $DUK $KO $MDT $SO

$220M

148 positions

#19Constitution Capital LLCActive

Some overlap · 5 shared positions

$UNP $DUK $KO $UNH $SO

$200M

61 positions

#20TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 4 shared positions

$MAR $LOW $UNH $MCK

$182M

115 positions

#21Argo Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$MAR $LOW $UNH $MCK

$170M

48 positions

#22CFO CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$MAR $LOW $DUK $SO

$121M

104 positions

#23Colonial Trust Co / SCPassive

Some overlap · 4 shared positions

$FCNCA $DUK $UNP $KO

$735M

1,135 positions

#24ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Some overlap · 4 shared positions

$MAR $UNP $DUK $GLW

$148M

106 positions

#25TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 5 shared positions

$LOW $KO $MDT $UNP $MCK

$911M

918 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.