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 Deseret Mutual Benefit Administrators

13F Portfolio OverlapQ1 2026Deseret Mutual Benefit Administrators portfolio →

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Most similar hedge funds by 13F overlap

Deseret Mutual Benefit Administrators is an institutional investor managing $294M across 508 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 Deseret Mutual Benefit Administrators are Shoker Investment Counsel,, Carolina Wealth Advisors,, CULLINAN ASSOCIATES, with shared positions in $LRCX, $AMAT, $MPC, $GILD, $LMT, $UNP. The full ranking of 25 similar funds is below.

#1Shoker Investment Counsel, Inc.Active

Notable overlap · 10 shared positions

$LRCX $AMAT $MPC $GILD $LMT $UNP

$337M

109 positions

#2Carolina Wealth Advisors, LLCPassive

Some overlap · 8 shared positions

$GILD $LRCX $LMT $AMGN $UNP $TXN

$240M

278 positions

#3CULLINAN ASSOCIATES INCActive

Some overlap · 9 shared positions

$AMAT $LRCX $LMT $LOW $TXN $KO

$1.2B

207 positions

#4EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$GILD $LMT $AMGN $UNP $TXN $KO

$1.4B

56 positions

#5OmniStar Financial Group, Inc.Passive

Some overlap · 7 shared positions

$GILD $LMT $KO $AMGN $TGT $GLW

$193M

108 positions

#6Genus Capital Management Inc.Passive

Some overlap · 7 shared positions

$GILD $LRCX $AMGN $TXN $TGT $GLW

$873M

189 positions

#7Fusion Capital, LLCActive

Some overlap · 3 shared positions

$FSCO $LRCX $AMGN

$371M

104 positions

#8Global X Japan Co., Ltd.Active

Some overlap · 7 shared positions

$GILD $LRCX $AMAT $KLAC $MCD $AMGN

$1.9B

378 positions

#9UNITED BANKActive

Some overlap · 8 shared positions

$GILD $LMT $AMGN $TXN $GLW $KLAC

$781M

121 positions

#10Kerusso Capital Management LLCPassive

Some overlap · 6 shared positions

$GILD $LMT $LOW $AMGN $KO $MMM

$200M

53 positions

#11Valley Brook Capital Group, Inc.Passive

Some overlap · 7 shared positions

$LRCX $LMT $MPC $AMGN $UNP $KLAC

$149M

112 positions

#12Kintegral Advisory, LLCPassive

Some overlap · 6 shared positions

$GILD $AMAT $LRCX $AMGN $KO $TXN

$1.1B

233 positions

#13Curat Global, LLCPassive

Some overlap · 7 shared positions

$AMAT $LRCX $AMGN $TXN $GILD $KLAC

$102M

265 positions

#14MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$AMAT $LMT $LOW $AMGN $TXN $TGT

$1.1B

105 positions

#15Capital Investment Counsel, IncActive

Some overlap · 7 shared positions

$AMAT $LMT $LOW $KO $TGT $GLW

$816M

249 positions

#16Donoghue Forlines LLCPassive

Some overlap · 6 shared positions

$LRCX $AMAT $GILD $LMT $TGT $GLW

$361M

118 positions

#17Dorato Capital ManagementPassive

Some overlap · 7 shared positions

$AMAT $AMGN $UNP $MMM $KLAC $MCD

$135M

254 positions

#18GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 6 shared positions

$LRCX $AMAT $AMGN $GILD $KLAC $TXN

$6.0B

624 positions

#19STF Management LP

Some overlap · 6 shared positions

$LRCX $AMAT $GILD $AMGN $TXN $KLAC

$107M

101 positions

#20Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$GILD $LMT $MPC $LOW $AMGN

$105M

62 positions

#21WRIGHT INVESTORS SERVICE INCPassive

Some overlap · 5 shared positions

$GILD $AMAT $AMGN $KO $LRCX

$318M

148 positions

#22JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$AMAT $LMT $AMGN $KO $GLW $MCD

$822M

214 positions

#23Twelve Points Wealth Management LLCPassive

Some overlap · 3 shared positions

$FSCO $TXN $LRCX

$455M

200 positions

#24OMC Financial Services LTDActive

Some overlap · 7 shared positions

$LMT $LOW $UNP $AMGN $GLW $MCD

$258M

64 positions

#25Kentucky Trust CoPassive

Some overlap · 6 shared positions

$AMAT $LOW $AMGN $KO $GLW $MMM

$191M

311 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.