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 Pavion Blue

13F Portfolio OverlapQ2 2026Pavion Blue portfolio →

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Most similar hedge funds by 13F overlap

Pavion Blue Capital, LLC is an institutional investor managing $248M across 111 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 Pavion Blue are DCM Advisors, Holowesko Partners Ltd., Focused Investors, with shared positions in $AXP, $DIS, $AIG, $WFC, $MCD, $PEP. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive

Notable overlap · 8 shared positions

$AXP $DIS $AIG $WFC $MCD $PEP

$253M

38 positions

#2Holowesko Partners Ltd.Active

Notable overlap · 5 shared positions

$AXP $PEP $DIS $MDLZ $UL

$395M

34 positions

#3Focused Investors LLCActive

Notable overlap · 5 shared positions

$AXP $PEP $DIS $FDX $MCD

$3.0B

23 positions

#4FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Notable overlap · 6 shared positions

$AXP $PEP $DIS $FDX $UPS $WFC

$670M

79 positions

#5Bradyco, Inc.Active

Notable overlap · 6 shared positions

$DIS $PEP $AXP $MKL $DEO $WFC

$87M

33 positions

#6Bristlecone Value Partners, LLCActive

Notable overlap · 5 shared positions

$AXP $PEP $MKL $YUM $DIS

$124M

70 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$MDLZ $WFC $AIG $PEP $FDX $SBUX

$1.3B

58 positions

#8Matthew Goff Investment Advisor, LLCPassive

Notable overlap · 6 shared positions

$AXP $DIS $PEP $PSX $COP $MCD

$593M

91 positions

#9Kennon-Green & Company, LLCActive

Some overlap · 5 shared positions

$PEP $MDLZ $DIS $UL $MCD

$128M

41 positions

#10Rayburn West Financial Services LLCPassive

Some overlap · 5 shared positions

$AXP $PEP $WFC $UPS $MCD

$181M

81 positions

#11Poehling Capital Management, INC.Passive

Some overlap · 6 shared positions

$PEP $WFC $MKL $AIG $DIS $DEO

$466M

166 positions

#12CFC Planning Co LLCPassive

Some overlap · 4 shared positions

$AXP $DIS $UPS $COP

$171M

71 positions

#13RBO & CO LLCActive

Some overlap · 5 shared positions

$PEP $DIS $MDLZ $MCD $DEO

$628M

56 positions

#14ARQ WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$AXP $PEP $FDX $UPS $DIS

$807M

209 positions

#15HS Management Partners, LLCActive

Some overlap · 4 shared positions

$AXP $DIS $MCD $SBUX

$291M

24 positions

#16LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$AXP $PEP $MCD $YUM

$273M

104 positions

#17BOYAR ASSET MANAGEMENT INC.Active

Some overlap · 7 shared positions

$DIS $MDLZ $MKL $AXP $MCD $UPS

$174M

77 positions

#18Sterling Wealth Management, Inc.Active

Some overlap · 5 shared positions

$AXP $PEP $YUM $MCD $PSX

$402M

116 positions

#19HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 7 shared positions

$AXP $PEP $MCD $YUM $WFC $DEO

$252M

43 positions

#20Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$DIS $WFC $AXP $FDX $MCD $SBUX

$330M

73 positions

#21InvesTrustPassive

Some overlap · 6 shared positions

$PEP $WFC $DIS $AXP $MCD $SBUX

$260M

95 positions

#22SHAYNE & JACOBS, LLCActive

Some overlap · 4 shared positions

$AXP $DIS $WFC $AIG

$337M

101 positions

#23Drexel Morgan & Co.Active

Some overlap · 5 shared positions

$AXP $DIS $UPS $MCD $UL

$719M

60 positions

#24CACTI ASSET MANAGEMENT LLCActive

Some overlap · 3 shared positions

$AXP $DIS $UPS

$2.0B

76 positions

#25CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 4 shared positions

$YUM $AXP $PEP $MCD

$195M

67 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.