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 Allied Investment Advisors,

13F Portfolio OverlapQ1 2026Allied Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Allied Investment Advisors, LLC is an institutional investor managing $697M across 100 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 Allied Investment Advisors, are DMKC Advisory Services,, EQUITY INVESTMENT, EDGAR LOMAX /VA, with shared positions in $DE, $WFC, $BAC, $USB, $MMM, $TTE. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCPassive

Substantial overlap · 18 shared positions

$DE $WFC $BAC $USB $MMM $TTE

$240M

84 positions

#2EQUITY INVESTMENT CORPActive

Notable overlap · 8 shared positions

$TTE $WFC $USB $SHEL $TGT $MDT

$5.1B

71 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$FDX $USB $TGT $PFE $LMT $BAC

$1.4B

56 positions

#4Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$BAC $LMT $DE $TGT $SYY $ABT

$170M

82 positions

#5Kinloch Capital, LLCPassive

Notable overlap · 8 shared positions

$TGT $O $MDT $SYY $ABT $KMB

$245M

83 positions

#6MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$USB $LMT $MDT $TGT $WFC $FDX

$1.1B

105 positions

#7American Assets Investment Management, LLCActive

Notable overlap · 7 shared positions

$SHEL $WFC $BAC $USB $TTE $FDX

$1.5B

146 positions

#8BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 7 shared positions

$BAC $LMT $DE $LOW $ABT $WFC

$2.3B

264 positions

#9Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$FDX $BAC $WFC $PFE $USB $DE

$588M

337 positions

#10CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$AMRZ $FDX $MDT $SYY $USB $DEO

$2.2B

145 positions

#11Brookmont Capital ManagementActive

Notable overlap · 5 shared positions

$SHEL $WFC $USB $ABT $BAC

$179M

59 positions

#12Shelter Mutual Insurance CoPassive

Notable overlap · 6 shared positions

$DE $SHEL $LOW $TGT $PFE $OTIS

$450M

58 positions

#13Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$BAC $LOW $O $PFE $ABT

$232M

44 positions

#14SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$MMM $MDT $PFE $WFC $USB $DEO

$728M

79 positions

#15Creegan & Nassoura Financial Group, LLC

Notable overlap · 8 shared positions

$DE $MMM $MDT $DEO $PFE $FDX

$154M

78 positions

#16Eldred Rock Partners, LLCActive

Notable overlap · 5 shared positions

$SHEL $DE $WFC $DEO $EMR

$393M

31 positions

#17Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$FDX $LMT $USB $PFE $ABT

$139M

62 positions

#18NEW ENGLAND ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$WFC $BAC $SYY $USB $SHEL $LMT

$786M

99 positions

#19Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$DE $BAC $PFE $WFC $MDT $GPC

$308M

137 positions

#20DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$ABT $BAC $SYY $KMB $MDT $PFE

$16.0B

187 positions

#21Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$LOW $MMM $LMT $PFE $SYY

$200M

53 positions

#22Stockman Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$USB $LMT $BAC $PFE $MDT $SYY

$906M

178 positions

#23Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 5 shared positions

$DE $WFC $PFE $SYY $OTIS

$974M

782 positions

#24CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$DE $USB $PFE $MDT $DEO

$1.4B

80 positions

#25Unison Asset Management LLCActive

Notable overlap · 4 shared positions

$BAC $WFC $LOW $DE

$219M

32 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.