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 Perennial Advisors,

13F Portfolio OverlapQ1 2026Perennial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Perennial Advisors, LLC is an institutional investor managing $649M across 136 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 Perennial Advisors, are ROFFMAN MILLER ASSOCIATES /PA/, CAMBIAR INVESTORS, Vertrix Wealth ,, with shared positions in $APH, $AXP, $HON, $MCD, $GD, $DIS. The full ranking of 25 similar funds is below.

#1ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$APH $AXP $HON $MCD $GD $DIS

$1.7B

86 positions

#2CAMBIAR INVESTORS LLCActive

Notable overlap · 8 shared positions

$AXP $HON $FDX $USB $UNP $AMAT

$2.2B

145 positions

#3Vertrix Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$AXP $MCD $AMGN $TMO $HON $MDT

$272M

95 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$USB $FDX $KKR $AMGN $AMAT $TMO

$1.1B

105 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$USB $FDX $GD $UNP $AMGN $COP

$1.4B

56 positions

#6Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$HON $UNP $MCD $GD $AMAT $COP

$127M

60 positions

#7J. Stern & Co. LLPActive

Notable overlap · 8 shared positions

$APH $HON $TMO $DIS $XYL $MCD

$1.0B

49 positions

#8Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$USB $HON $MCD $AXP $AMGN $COP

$218M

69 positions

#9NOESIS CAPITAL MANGEMENT CORPPassive

Notable overlap · 5 shared positions

$APH $AXP $DIS $MDT $LIN

$676M

125 positions

#10HOWE & RUSLING INCPassive

Notable overlap · 8 shared positions

$USB $HON $COP $KKR $MCD $TJX

$1.5B

477 positions

#11FOUNDERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$AXP $FDX $UNP $GD $DIS $AMGN

$608M

74 positions

#12Stonebridge Capital Advisors LLCPassive

Notable overlap · 8 shared positions

$USB $MCD $COP $HON $KKR $MDT

$1.4B

211 positions

#13Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$AXP $HON $MCD $UNP $LIN $TJX

$446M

104 positions

#14Dundas Partners LLPActive

Notable overlap · 4 shared positions

$APH $AXP $TMO $AMAT

$1.3B

49 positions

#15Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$APH $AXP $TMO $LIN $COP

$207M

53 positions

#16Capital Wealth Planning, LLCActive

Notable overlap · 6 shared positions

$AXP $FDX $MCD $AMGN $MDT $TJX

$18.1B

151 positions

#17Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$UNP $AXP $DIS $COP $NVS $TJX

$110M

226 positions

#18Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$HON $MCD $TMO $AMGN $LIN $TJX

$353M

78 positions

#19R.H. Investment Group, LLCPassive

Notable overlap · 6 shared positions

$USB $UNP $MCD $TMO $AMGN $COP

$130M

45 positions

#20AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$APH $TMO $AMGN $AMAT $TJX

$1.4B

114 positions

#21HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$HON $UNP $MCD $AMGN $COP $NVS

$351M

81 positions

#22Midway Capital Research & ManagementPassive

Notable overlap · 5 shared positions

$APH $MCD $AMAT $DIS $AXP

$106M

117 positions

#23Insight Inv LLCPassive

Notable overlap · 6 shared positions

$AXP $GD $AMGN $AMAT $COP $TJX

$183M

104 positions

#24INVESCO, LLCPassive

Notable overlap · 6 shared positions

$APH $TMO $AXP $AMGN $HON $MCD

$286M

132 positions

#25Sky Investment Group LLCPassive

Notable overlap · 6 shared positions

$AXP $MCD $TMO $LIN $GD $HON

$583M

140 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.