What hedge funds are most similar to Round Hill Asset Management?

The funds with the most similar 13F portfolios to Round Hill Asset Management are SECTOR GAMMA AS, KAHN BROTHERS GROUP, SOUND SHORE /CT/, based on overlapping conviction holdings in the latest SEC filings.

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 Round Hill Asset

13F Portfolio OverlapQ1 2026Round Hill Asset portfolio →

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Most similar hedge funds by 13F overlap

Round Hill Asset Management is an institutional investor managing $153M across 62 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 Round Hill Asset are SECTOR GAMMA AS, KAHN BROTHERS GROUP, SOUND SHORE /CT/, with shared positions in $PFE, $AMGN, $BMY, $MDT, $ZBH, $DIS. The full ranking of 25 similar funds is below.

#1SECTOR GAMMA ASActive

Notable overlap · 5 shared positions

$PFE $AMGN $BMY $MDT $ZBH

$423M

42 positions

#2KAHN BROTHERS GROUP INCActive

Notable overlap · 6 shared positions

$DIS $PFE $C $BMY $FLG $CCZ

$564M

48 positions

#3SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$DIS $PFE $C $MDT $ZBH $WFC

$3.0B

40 positions

#4Hillman Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$PFE $BMY $ZBH $CCZ $KHC $DIS

$144M

56 positions

#5SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$MDT $T $C $PFE $AMGN $KVUE

$728M

79 positions

#6CONTINENTAL ADVISORS LLCPassive

Notable overlap · 5 shared positions

$PFE $BMY $C $KHC $WFC

$196M

50 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$PFE $T $BMY $CCZ $AMGN $WFC

$1.4B

56 positions

#8Nepsis Inc.Active

Notable overlap · 3 shared positions

$AMGN $BMY $MDT

$299M

29 positions

#9Saratoga Research & Investment ManagementActive

Notable overlap · 4 shared positions

$DIS $NVO $MDT $AMGN

$1.8B

46 positions

#10Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$BMY $PFE $AMGN $C

$223M

109 positions

#11DCM Advisors, LLCActive

Notable overlap · 5 shared positions

$DIS $CCZ $T $WFC $PFE

$220M

38 positions

#12Granite Group Advisors, LLCActive

Notable overlap · 4 shared positions

$DIS $AMGN $MDT $CCZ

$165M

86 positions

#13Intesa Sanpaolo Wealth ManagementPassive

Notable overlap · 6 shared positions

$DIS $KHC $NVO $ICE $PFE $T

$410M

299 positions

#14EDMP, INC.Passive

Notable overlap · 4 shared positions

$AMGN $T $BMY $C

$124M

71 positions

#15Brandywine Global Investment Management, LLC

Notable overlap · 7 shared positions

$C $T $CCZ $DIS $MDT $AMGN

$14.9B

601 positions

#16Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AMGN $MDT $ZBH $T

$101M

307 positions

#17CLARK ESTATES INC/NYActive

Notable overlap · 4 shared positions

$DIS $MDT $PFE $BMY

$416M

97 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$AMGN $MDT $CCZ $WFC

$1.1B

105 positions

#19Nexus Investment Management ULCActive

Notable overlap · 4 shared positions

$PFE $MDT $C $T

$715M

70 positions

#20COLRAIN CAPITAL LLCActive

Notable overlap · 3 shared positions

$CCZ $BMY $MDT

$259M

26 positions

#21LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 5 shared positions

$CCZ $PFE $KHC $BMY $DIS

$480M

243 positions

#22EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$MDT $ZBH $T $KVUE $WFC

$5.1B

71 positions

#23KEMPNER CAPITAL MANAGEMENT INC.

Notable overlap · 4 shared positions

$DIS $C $ZBH $KVUE

$106M

43 positions

#24Blume Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$C $CCZ $DIS $PFE $WFC

$588M

337 positions

#25Oak Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMGN $MDT $ICE

$290M

108 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.