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 Leelyn Smith

13F Portfolio OverlapQ2 2026Leelyn Smith portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Leelyn Smith, LLC is an institutional investor managing $822M across 157 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 Leelyn Smith are Mitsubishi UFJ Asset (UK) Ltd., Shoker Investment Counsel, Axecap Investments, with shared positions in $KLAC, $ADI, $ETN, $CRWD, $SCHW, $TMO. The full ranking of 25 similar funds is below.

#1Mitsubishi UFJ Asset Management (UK) Ltd.Passive

Notable overlap · 6 shared positions

$KLAC $ADI $ETN $CRWD $SCHW $TMO

$215M

95 positions

#2Shoker Investment Counsel, Inc.Active

Notable overlap · 5 shared positions

$KLAC $ADI $GD $MCD $TXN

$398M

113 positions

#3Axecap Investments, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ADI $CRWD $TXN $ANET

$181M

73 positions

#4Rafferty Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $ADI $MRVL $TXN $MPWR

$43.9B

1,133 positions

#5ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 6 shared positions

$KLAC $ADI $CRWD $TXN $GD $MRVL

$409M

182 positions

#6Community Financial Services Group, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ADI $ETN $ANET $MCD

$686M

532 positions

#7Westerkirk Capital Inc.Active

Notable overlap · 5 shared positions

$KLAC $ETN $TMO $TXN $ANET

$1.0B

212 positions

#8VAN ECK ASSOCIATES CORPActive

Some overlap · 5 shared positions

$KLAC $ADI $MRVL $TXN $MPWR

$164.1B

1,337 positions

#9Gunderson Capital Management Inc.Active

Some overlap · 4 shared positions

$KLAC $ADI $MRVL $ANET

$370M

52 positions

#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$KLAC $ADI $ETN $TXN

$1.3B

99 positions

#11Smith Group Asset Management, LLCActive

Some overlap · 4 shared positions

$KLAC $ADI $SCHW $ANET

$2.5B

166 positions

#12INVESCO, LLCActive

Some overlap · 5 shared positions

$KLAC $ADI $TMO $TXN $ICE

$323M

133 positions

#13Guinness Atkinson Asset Management IncPassive

Some overlap · 5 shared positions

$KLAC $ETN $TMO $ICE $TXN

$223M

107 positions

#14Norway Savings BankPassive

Some overlap · 5 shared positions

$KLAC $ADI $MRVL $BA $ICE

$239M

104 positions

#15NZS Capital, LLCActive

Some overlap · 5 shared positions

$KLAC $MRVL $TXN $CRWD $MPWR

$3.9B

61 positions

#16Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$KLAC $TMO $TXN $ANET $ADI

$8.0B

102 positions

#17CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 5 shared positions

$KLAC $ETN $SCHW $ANET $MCD

$195M

67 positions

#18Oak Harvest Investment ServicesPassive

Some overlap · 6 shared positions

$KLAC $MRVL $ETN $MCD $TXN $SCHW

$1.1B

168 positions

#19Eagle Bluffs Wealth Management LLCActive

Some overlap · 4 shared positions

$KLAC $MRVL $SCHW $TMO

$299M

86 positions

#20ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 5 shared positions

$ADI $KLAC $GD $SCHW $ANET

$130M

106 positions

#21Ifrah Financial Services, Inc.Passive

Some overlap · 4 shared positions

$KLAC $ETN $GD $TXN

$409M

214 positions

#22BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$KLAC $ETN $ANET $MCD $ICE

$1.7B

401 positions

#23Stanley-Laman Group, Ltd.Passive

Some overlap · 5 shared positions

$KLAC $MRVL $ANET $MPWR $BA

$984M

298 positions

#24PARK NATIONAL CORP /OH/Passive

Some overlap · 6 shared positions

$ADI $MCD $ANET $MPWR $SCHW $ICE

$3.6B

363 positions

#25Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$KLAC $ETN $CRWD $ICE

$1.6B

184 positions

Compare Leelyn Smith’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Leelyn Smith’s holdings

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.