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 Miramar ,

13F Portfolio OverlapQ1 2026Miramar , portfolio →

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Most similar hedge funds by 13F overlap

Miramar Capital, LLC is an institutional investor managing $449M across 56 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 Miramar , are Patrick Mauro Investment Advisor,, MORGAN DEMPSEY, BERKSHIRE ASSET /PA, with shared positions in $VZ, $CME, $MCD, $LMT, $WM, $BMY. The full ranking of 25 similar funds is below.

#1Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$VZ $CME $MCD $LMT $WM $BMY

$199M

40 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LMT $CME $OKE $GD $VZ $MCD

$220M

148 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 7 shared positions

$WM $LMT $EOG $MCD $BMY $ABT

$2.3B

264 positions

#4Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$UNP $PAYX $LMT $ABT $HSY $CME

$821M

85 positions

#5Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$MCD $GD $LMT $HSY $EOG

$184M

32 positions

#6Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 6 shared positions

$VZ $WM $MCD $LMT $BMY $GD

$302M

93 positions

#7St. James Investment Company, LLCSmart money

Notable overlap · 3 shared positions

$VZ $OKE $EOG

$638M

22 positions

#8SCHARF INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$CME $UNP $HSY $LMT

$3.2B

70 positions

#9Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$VZ $LMT $EOG $CME $ABT $GD

$139M

62 positions

#10Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$VZ $OKE $BMY $MCD

$223M

109 positions

#11Willis Investment CounselActive

Notable overlap · 6 shared positions

$LMT $PAYX $HSY $VZ $MCD $GD

$1.8B

123 positions

#12UNITED BANKActive

Notable overlap · 8 shared positions

$WM $MCD $EOG $GD $ABT $CME

$781M

121 positions

#13SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 5 shared positions

$LMT $MCD $GD $UNP $MDY

$1.8B

176 positions

#14RBO & CO LLCActive

Notable overlap · 4 shared positions

$MCD $ABT $WM $LMT

$620M

57 positions

#15Dupree Financial Group, LLCPassive

Notable overlap · 4 shared positions

$VZ $KR $EOG $HUM

$248M

71 positions

#16BCWM, LLCPassive

Notable overlap · 4 shared positions

$UNP $LMT $VZ $BMY

$353M

57 positions

#17Keystone Financial Planning, Inc.Smart money

Notable overlap · 6 shared positions

$VZ $BMY $CME $MCD $GPC $LMT

$374M

40 positions

#18CORDA Investment Management, LLC.Active

Notable overlap · 4 shared positions

$CME $VZ $MCD $HSY

$1.4B

80 positions

#19Westchester Capital Management, Inc.Active

Notable overlap · 4 shared positions

$LMT $MCD $WM $VZ

$497M

45 positions

#20Slocum, Gordon & Co LLPPassive

Notable overlap · 4 shared positions

$VZ $MCD $LMT $UNP

$147M

64 positions

#21Werlinich Asset Management, LLCActive

Notable overlap · 5 shared positions

$LMT $UNP $ABT $WM $GD

$206M

56 positions

#22Exeter Financial, LLCPassive

Notable overlap · 5 shared positions

$GD $MCD $VZ $WM $LMT

$245M

98 positions

#23Cambridge Financial Group, Inc.Active

Notable overlap · 3 shared positions

$OKE $MCD $KR

$267M

33 positions

#24Integras Partners LLCPassive

Notable overlap · 4 shared positions

$LMT $BMY $MCD $HUM

$152M

69 positions

#25Persium Advisors, LLCActive

Notable overlap · 5 shared positions

$VZ $ABT $GD $UNP $MCD

$127M

60 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.