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 OverlapQ2 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 $306M across 518 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 Deseret Mutual Benefit Administrators are UNITED BANK, MEYER HANDELMAN, Cerro Pacific Wealth Advisors, with shared positions in $KLAC, $TXN, $GLW, $GILD, $AMGN, $LMT. The full ranking of 25 similar funds is below.

#1UNITED BANKActive

Some overlap · 7 shared positions

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

$853M

130 positions

#2MEYER HANDELMAN COPassive

Some overlap · 7 shared positions

$GLW $GILD $TXN $MPC $AMGN $QCOM

$3.5B

274 positions

#3Cerro Pacific Wealth Advisors LLCPassive

Some overlap · 8 shared positions

$STX $KLAC $GLW $QCOM $LOW $PEP

$442M

165 positions

#4Shoker Investment Counsel, Inc.Active

Some overlap · 7 shared positions

$KLAC $TXN $MPC $GILD $LMT $UNP

$398M

113 positions

#5EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$GILD $TXN $AMGN $LMT $UNP $PEP

$1.3B

58 positions

#6Leisure Capital ManagementActive

Some overlap · 7 shared positions

$STX $KLAC $GLW $QCOM $MPC $LOW

$320M

157 positions

#7Ironwood Investment Counsel, LLCPassive

Some overlap · 7 shared positions

$KLAC $AMGN $QCOM $GLW $LMT $PEP

$762M

267 positions

#8MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 7 shared positions

$TXN $AMGN $QCOM $LMT $PEP $TGT

$1.2B

106 positions

#9Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 6 shared positions

$GILD $TXN $MPC $AMGN $QCOM $LMT

$111M

62 positions

#10Granite Group Advisors, LLCActive

Some overlap · 7 shared positions

$TXN $AMGN $QCOM $LMT $PEP $TGT

$169M

84 positions

#11Riverview Trust CoActive

Some overlap · 7 shared positions

$STX $KLAC $LMT $PEP $LOW $GLW

$84M

166 positions

#12ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Some overlap · 6 shared positions

$TXN $GLW $GILD $LMT $UNP $TGT

$194M

122 positions

#13GLOBALT Investments LLC / GAActive

Some overlap · 7 shared positions

$GLW $AMGN $TXN $UNP $KLAC $GILD

$3.0B

213 positions

#14WOLFF WIESE MAGANA LLCPassive

Some overlap · 6 shared positions

$KLAC $GLW $AMGN $QCOM $UNP $PEP

$217M

1,027 positions

#15SHUFRO ROSE & CO LLCActive

Some overlap · 6 shared positions

$KLAC $TXN $GLW $AMGN $QCOM $PEP

$1.7B

315 positions

#16Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$STX $KLAC $TXN $GLW $AMGN

$1.0B

204 positions

#17Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$STX $GLW $AMGN $UNP $PEP $LMT

$239M

126 positions

#18Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TXN $GILD $QCOM $LMT $UNP $PEP

$467M

118 positions

#19ACIMA PRIVATE WEALTH, LLCActive

Some overlap · 7 shared positions

$GLW $LMT $UNP $TXN $LOW $PEP

$344M

173 positions

#20PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$STX $KLAC $TXN $GLW $HWM

$462M

86 positions

#21Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$TXN $AMGN $QCOM $UNP $PEP $LOW

$108M

52 positions

#22FourThought Financial Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $AMGN $QCOM $LMT $PEP $LOW

$1.3B

393 positions

#23CYPRESS ASSET MANAGEMENT INC/TXActive

Some overlap · 7 shared positions

$KLAC $UNP $QCOM $PEP $LMT $TXN

$514M

107 positions

#24Shelter Mutual Insurance CoActive

Some overlap · 6 shared positions

$GILD $QCOM $UNP $PEP $TGT $LOW

$473M

58 positions

#25Geneva Partners, LLCPassive

Some overlap · 5 shared positions

$STX $KLAC $GLW $MPC $HWM

$375M

75 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.