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 Paradiem,

13F Portfolio OverlapQ1 2026Paradiem, portfolio →

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Most similar hedge funds by 13F overlap

Paradiem, LLC is an institutional investor managing $464M across 68 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 Paradiem, are Axecap Investments,, S.E.E.D. Planning Group, Cartenna ,, with shared positions in $VLO, $ADI, $LRCX, $STLD, $NEE, $LMT. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive

Notable overlap · 4 shared positions

$VLO $ADI $LRCX $STLD

$145M

69 positions

#2S.E.E.D. Planning Group LLCPassive

Notable overlap · 6 shared positions

$NEE $VLO $LMT $A $ADP $FAST

$344M

89 positions

#3Cartenna Capital, LPPassive

Notable overlap · 5 shared positions

$ADI $LRCX $CL $LMT $KEYS

$2.7B

47 positions

#4Tandem Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$NEE $CHD $SYK $ABT $ADP $FTNT

$2.0B

83 positions

#5Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$GD $PCAR $LMT $ADI

$184M

32 positions

#6CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$ADI $LMT $FAST $CL $SYK

$6.4B

290 positions

#7M3 Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$VLO $LMT $SYK $NEE

$130M

35 positions

#8Midway Capital Research & ManagementPassive

Notable overlap · 4 shared positions

$ADI $SYK $ORI $NEE

$106M

117 positions

#9FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ADI $FAST $SYK $A $KEYS

$4.5B

92 positions

#10Ark Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$LRCX $VLO $NEE $LMT

$101M

80 positions

#11Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$NEE $SYK $CHD $ABT $ADP $CL

$936M

168 positions

#12COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$FAST $CHD $SYK $ADP

$1.7B

87 positions

#13Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 6 shared positions

$ADI $VLO $LRCX $NEE $ADP $ABT

$412M

46 positions

#14Railway Pension Investments LtdActive

Notable overlap · 4 shared positions

$NEE $LRCX $SYK $FAST

$7.0B

103 positions

#15VILLERE ST DENIS J & CO LLCActive

Notable overlap · 4 shared positions

$LMT $SYK $CL $ABT

$907M

76 positions

#16Stiles Financial Services IncPassive

Notable overlap · 6 shared positions

$LRCX $FAST $VLO $STLD $NEE $LMT

$327M

177 positions

#17McCollum Christoferson Group LLCPassive

Notable overlap · 6 shared positions

$ADI $NEE $ABT $CHD $FAST $CL

$333M

77 positions

#18Watchman Group, Inc.Active

Notable overlap · 4 shared positions

$GD $PCAR $SYK $A

$413M

73 positions

#19McGuire Investment Group, LLCActive

Notable overlap · 4 shared positions

$LRCX $ADI $SYK $LMT

$885M

121 positions

#20WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$NEE $SYK $CHD $ABT $ADP $GD

$2.1B

122 positions

#21Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$NEE $GD $ORI $LMT $ADP

$105M

62 positions

#22EDGAR LOMAX CO/VAActive

Notable overlap · 4 shared positions

$NEE $GD $LMT $ABT

$1.4B

56 positions

#23Kesler, Norman & Wride, LLCPassive

Notable overlap · 6 shared positions

$ADI $GD $LMT $NEE $SYK $ABT

$581M

245 positions

#24Somerset Trust CoPassive

Notable overlap · 5 shared positions

$NEE $ADI $GD $ABT $ADP

$326M

174 positions

#25Boit C F DavidPassive

Notable overlap · 8 shared positions

$SYK $ADI $LMT $ABT $ADP $CHD

$225M

117 positions

Compare Paradiem,’s portfolio side by side

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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.