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 Fiduciary Group,

13F Portfolio OverlapQ1 2026Fiduciary Group, portfolio →

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Most similar hedge funds by 13F overlap

Fiduciary Group, LLC is an institutional investor managing $1.2B across 296 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 Fiduciary Group, are Ironvine Partners,, GRANITE ISLANDS PRIVATE WEALTH,, NORTHEAST INVESTMENT, with shared positions in $MCO, $UNP, $DIS, $AON, $HON, $ASML. The full ranking of 25 similar funds is below.

#1Ironvine Capital Partners, LLCActive

Some overlap · 7 shared positions

$MCO $UNP $DIS $AON $HON $ASML

$910M

56 positions

#2GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$PANW $AMGN $ISRG $WT $SO $KO

$109M

70 positions

#3NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$UNP $PANW $ISRG $HON $ASML $DIS

$2.4B

189 positions

#4MARCO INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$PANW $UNP $AMGN $KO $HON $AXP

$1.3B

232 positions

#5Trinity Legacy Partners, LLCPassive

Some overlap · 6 shared positions

$PANW $AMGN $SO $KO $AXP $VZ

$462M

106 positions

#6Wills Financial Group LLCPassive

Some overlap · 6 shared positions

$PANW $UNP $SO $HON $VZ $DHR

$265M

75 positions

#7Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$UNP $AMGN $DIS $KKR $HON $AXP

$587M

122 positions

#8Minot DeBlois Advisors LLCPassive

Some overlap · 7 shared positions

$UNP $DIS $HON $ASML $AXP $VZ

$110M

226 positions

#9KLINGENSTEIN FIELDS & CO LPActive

Some overlap · 5 shared positions

$PANW $UNP $ISRG $DIS $HON

$2.5B

186 positions

#10VAN STRUM & TOWNE INC.Passive

Some overlap · 5 shared positions

$PANW $MCO $AMGN $DIS $AXP

$343M

111 positions

#11CAPITAL ADVISORS INC/OKPassive

Some overlap · 6 shared positions

$PANW $ISRG $SO $KO $HON $VZ

$6.2B

357 positions

#12Lincoln Capital LLCActive

Some overlap · 6 shared positions

$UNP $MCO $DIS $KO $AXP $DHR

$528M

135 positions

#13DOVER ADVISORS, LLCPassive

Some overlap · 6 shared positions

$PANW $DIS $KO $HON $ASML $AXP

$242M

159 positions

#14Wallington Asset Management, LLCActive

Some overlap · 5 shared positions

$PANW $UNP $AMGN $DIS $HON

$752M

61 positions

#15BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 6 shared positions

$ISRG $DIS $SO $KO $HON $VZ

$134M

211 positions

#16BOWEN HANES & CO INCActive

Some overlap · 5 shared positions

$PANW $UNP $ISRG $ASML $AXP

$4.1B

151 positions

#17GARRISON POINT ADVISORS, LLCPassive

Some overlap · 6 shared positions

$AMGN $UNP $KO $WT $HON $DHR

$219M

168 positions

#18BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 4 shared positions

$MCO $UNP $ISRG $AON

$6.1B

61 positions

#19Yoffe Investment Management, LLCPassive

Some overlap · 6 shared positions

$UNP $AMGN $KO $HON $AXP $VZ

$78M

111 positions

#20ARMSTRONG HENRY H ASSOCIATES INCSmart money

Some overlap · 5 shared positions

$MCO $UNP $KO $ASML $DIS

$981M

61 positions

#21Investment Partners Asset Management, Inc.Passive

Some overlap · 6 shared positions

$WT $PANW $SO $KO $ASML $VZ

$162M

163 positions

#22Murphy, Middleton, Hinkle & Parker, Inc.Passive

Some overlap · 6 shared positions

$SO $KO $DIS $AMGN $KKR $HON

$216M

133 positions

#23FOUNDERS CAPITAL MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$UNP $AMGN $DIS $KO $AXP

$608M

74 positions

#24OMERS ADMINISTRATION CorpActive

Some overlap · 5 shared positions

$UNP $PANW $ISRG $KO $AON

$15.6B

1,096 positions

#25Canal Capital Management, LLCPassive

Some overlap · 5 shared positions

$PANW $AMGN $UNP $KKR $ASML

$739M

207 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.