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 O'Keefe Stevens Advisory,

13F Portfolio OverlapQ1 2026O'Keefe Stevens Advisory, portfolio →

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Most similar hedge funds by 13F overlap

O'Keefe Stevens Advisory, Inc. is an institutional investor managing $488M across 81 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 O'Keefe Stevens Advisory, are Eliot Finkel Investment Counsel,, VANTAGE WEALTH, 59 North ,, with shared positions in $GLW, $AMGN, $DUK, $APD, $LMT, $UPS. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$GLW $AMGN $DUK $APD $LMT $UPS

$184M

32 positions

#2VANTAGE WEALTH

Notable overlap · 5 shared positions

$GLW $AMGN $ENB $APD $MDT

$463M

30 positions

#359 North Capital Management, LPActive

Notable overlap · 4 shared positions

$AER $WY $L $GPC

$3.4B

17 positions

#4CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$GLW $AMGN $WMB $DUK $KO $UPS

$1.3B

118 positions

#5Werlinich Asset Management, LLCActive

Notable overlap · 5 shared positions

$GLW $UNP $HII $PFE $LMT

$206M

56 positions

#6LAWOOD & COPassive

Notable overlap · 4 shared positions

$GLW $MTB $KO $UPS

$108M

90 positions

#7Empyrean Capital Partners, LPPassive

Some overlap · 3 shared positions

$AER $UNP $PSX

$3.1B

124 positions

#8LETSON INVESTMENT MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$L $UNP $AMGN

$260M

101 positions

#9RNC CAPITAL MANAGEMENT LLC

Some overlap · 8 shared positions

$MTB $GLW $PSX $ENB $APD $LMT

$2.2B

173 positions

#10GODSEY & GIBB, INCPassive

Some overlap · 6 shared positions

$GLW $AMGN $DUK $KO $UPS $MDT

$1.1B

389 positions

#11LONDON CO OF VIRGINIAActive

Some overlap · 5 shared positions

$GLW $AER $MTB $APD $SBUX

$16.2B

167 positions

#12Founders Capital ManagementPassive

Some overlap · 4 shared positions

$GLW $APD $KO $LMT

$205M

390 positions

#13Minneapolis Portfolio Management Group, LLCActive

Some overlap · 3 shared positions

$GLW $PFE $LMT

$942M

33 positions

#14SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$UNP $AMGN $WY $PSX $PFE $APD

$728M

79 positions

#15CACTI ASSET MANAGEMENT LLCActive

Some overlap · 4 shared positions

$GLW $UPS $GPC $KO

$2.0B

76 positions

#16Tribune Investment Group LPActive

Some overlap · 4 shared positions

$AER $UNP $WMB $GPC

$261M

30 positions

#17BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$GLW $AMGN $DUK $KO $LMT $SBUX

$480M

133 positions

#18Smead Capital Management, Inc.Active

Some overlap · 3 shared positions

$AMGN $MTB $APA

$4.6B

32 positions

#19Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$UNP $GLW $AMGN $PFE $WMB $DUK

$685M

380 positions

#20Hi-Line Capital Management, LLCPassive

Some overlap · 3 shared positions

$AER $HCC $UPS

$318M

32 positions

#21R.H. Dinel Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$AMGN $PFE $KO $SBUX $UPS

$124M

40 positions

#22HFR Wealth Management, LLCActive

Some overlap · 4 shared positions

$AMGN $UNP $DUK $APD

$407M

49 positions

#23Bruce & Co., Inc.Active

Some overlap · 3 shared positions

$AER $PFE $DUK

$350M

41 positions

#24MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$AMGN $MTB $LMT $SBUX $MDT

$1.1B

105 positions

#25Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 4 shared positions

$GLW $PFE $LMT $MDT

$302M

93 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.