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 Members

13F Portfolio OverlapQ2 2026Members portfolio →

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Most similar hedge funds by 13F overlap

Members Trust Co is an institutional investor managing $3.2B across 170 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Members are CPA Asset, JOHNSON INVESTMENT COUNSEL, VeraBank, N.A., with shared positions in $ASML, $MCD, $DHR, $PEP, $SBUX, $SPGI. The full ranking of 25 similar funds is below.

#1CPA Asset Management LLCActive

Slight overlap · 4 shared positions

$ASML $MCD $DHR $PEP

$347M

97 positions

#2JOHNSON INVESTMENT COUNSEL INCActive

Slight overlap · 4 shared positions

$ASML $MCD $DHR $PEP

$13.7B

840 positions

#3VeraBank, N.A.Active

Slight overlap · 4 shared positions

$ASML $MCD $DHR $PEP

$604M

167 positions

#4Blossom Wealth ManagementActive

Slight overlap · 4 shared positions

$ASML $MCD $SBUX $PEP

$71M

72 positions

#5ANB BANKPassive

Slight overlap · 4 shared positions

$ASML $DHR $SBUX $PEP

$268M

127 positions

#6DILLON & ASSOCIATES INCActive

Slight overlap · 4 shared positions

$ASML $DHR $SBUX $PEP

$817M

80 positions

#7Ramsay, Stattman, Vela & Price, Inc.Passive

Slight overlap · 4 shared positions

$ASML $DHR $SBUX $PEP

$562M

84 positions

#8Minot DeBlois Advisors LLCPassive

Slight overlap · 4 shared positions

$ASML $DHR $SBUX $PEP

$116M

240 positions

#9HM PAYSON & COActive

Slight overlap · 4 shared positions

$ASML $MCD $DHR $SPGI

$7.5B

1,139 positions

#10American Money Management, LLCPassive

Slight overlap · 4 shared positions

$ASML $MCD $DHR $SPGI

$700M

174 positions

#11BURNS J W & CO INC/NYActive

Slight overlap · 4 shared positions

$MCD $DHR $SBUX $PEP

$959M

189 positions

#12Lincoln Capital LLCActive

Slight overlap · 4 shared positions

$MCD $DHR $SBUX $PEP

$562M

137 positions

#13Buttonwood Financial Advisors Inc.Active

Slight overlap · 4 shared positions

$ASML $MCD $PEP $SPGI

$329M

110 positions

#14SENTINEL TRUST CO LBASmart money

Slight overlap · 4 shared positions

$ASML $MCD $PEP $SPGI

$1.1B

136 positions

#15Haverford Trust CoActive

Slight overlap · 4 shared positions

$ASML $MCD $PEP $SPGI

$11.6B

424 positions

#16Financial & Tax Architects, LLCPassive

Slight overlap · 4 shared positions

$ASML $MCD $PEP $SPGI

$474M

110 positions

#17Phraction Management LLCActive

Slight overlap · 4 shared positions

$ASML $DHR $PEP $SPGI

$596M

66 positions

#18MPS Loria Financial Planners, LLCSmart money

Slight overlap · 3 shared positions

$BUSE $MCD $DHR

$435M

91 positions

#19Fiduciary Group, LLCPassive

Slight overlap · 4 shared positions

$ASML $SBUX $PEP $SO

$1.3B

305 positions

#20Marietta Wealth Management, LLCActive

Slight overlap · 4 shared positions

$ASML $SBUX $PEP $SO

$971M

133 positions

#21Sky Investment Group LLCPassive

Slight overlap · 4 shared positions

$MCD $DHR $PEP $SO

$637M

146 positions

#22FIRST UNITED BANK & TRUSTPassive

Slight overlap · 4 shared positions

$MCD $DHR $PEP $SO

$348M

420 positions

#23Washington Trust Advisors, Inc.Passive

Slight overlap · 4 shared positions

$ASML $SBUX $PEP $SPGI

$1.3B

724 positions

#24PYA Waltman Capital, LLCActive

Slight overlap · 4 shared positions

$MCD $DHR $PEP $SPGI

$421M

67 positions

#25FLOSSBACH VON STORCH SEActive

Slight overlap · 4 shared positions

$MCD $DHR $PEP $SPGI

$22.1B

106 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.