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 AUA

13F Portfolio OverlapQ2 2026AUA portfolio →

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Most similar hedge funds by 13F overlap

AUA CAPITAL MANAGEMENT, LLC is an institutional investor managing $216M across 84 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 AUA are Kennon-Green & Company, Disciplined Equity, Verus Financial Partners, with shared positions in $MO, $UL, $PEP, $KHC, $SYK, $DOV. The full ranking of 25 similar funds is below.

#1Kennon-Green & Company, LLCActive

Some overlap · 3 shared positions

$MO $UL $PEP

$128M

41 positions

#2Disciplined Equity Management, Inc.Smart money

Some overlap · 3 shared positions

$MO $KHC $SYK

$226M

45 positions

#3Verus Financial Partners, Inc.Smart money

Some overlap · 3 shared positions

$MO $DOV $GWW

$1.2B

127 positions

#4SIMA Wealth Partners, LLCActive

Some overlap · 3 shared positions

$MO $SYK $PEP

$141M

130 positions

#5Investmark Advisory Group LLCPassive

Some overlap · 3 shared positions

$MO $PEP $LMT

$263M

148 positions

#6Keystone Financial Planning, Inc.Active

Some overlap · 3 shared positions

$MO $UL $LMT

$388M

39 positions

#7Windle Wealth, LLCActive

Some overlap · 3 shared positions

$MO $UL $PEP

$249M

35 positions

#8KFA Private Wealth Group, LLCActive

Some overlap · 4 shared positions

$MO $AXP $DOV $LMT

$415M

150 positions

#9Capital Square, LLCPassive

Some overlap · 3 shared positions

$MO $ETN $LMT

$228M

241 positions

#10BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$MO $AXP $DOV $CB $LMT

$515M

142 positions

#11GQG Partners LLCActive

Some overlap · 3 shared positions

$MO $UL $CB

$53.8B

102 positions

#12O'Domhnaill Enterprises, Inc.Passive

Some overlap · 3 shared positions

$MO $VLO $LMT

$125M

61 positions

#13Coston, McIsaac & PartnersPassive

Some overlap · 4 shared positions

$MO $UL $DOV $PEP

$497M

948 positions

#14Carolina Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MO $UL $PEP $LMT

$255M

278 positions

#15HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 4 shared positions

$MO $AXP $CB $PEP

$252M

43 positions

#16TOEWS CORP /ADVActive

Some overlap · 3 shared positions

$MO $ETN $DOV

$686M

151 positions

#17Mayflower Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$MO $DOV $PEP

$1.2B

499 positions

#18Ellenbecker Investment GroupSmart money

Some overlap · 4 shared positions

$MO $ETN $DOV $PEP

$860M

149 positions

#19RNC CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$MO $PEP $LMT

$2.4B

181 positions

#20WEDGEWOOD INVESTORS INC /PA/Passive

Some overlap · 3 shared positions

$MO $ETN $GWW

$97M

110 positions

#21Stony Point Wealth Management Inc.Passive

Some overlap · 3 shared positions

$MO $PEP $LMT

$283M

103 positions

#22Baugh & Associates, LLCActive

Some overlap · 3 shared positions

$MO $PEP $ARCC

$226M

42 positions

#23Rayburn West Financial Services LLCPassive

Some overlap · 5 shared positions

$MO $AXP $KHC $PEP $LMT

$181M

81 positions

#24Fi3 FINANCIAL ADVISORS, LLCPassive

Some overlap · 3 shared positions

$MO $AXP $DOV

$418M

232 positions

#25Canal Capital Management, LLCPassive

Some overlap · 3 shared positions

$MO $ETN $GWW

$819M

220 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.