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 Great Diamond Partners

13F Portfolio OverlapQ2 2026Great Diamond Partners portfolio →

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Most similar hedge funds by 13F overlap

Great Diamond Partners, LLC is an institutional investor managing $582M across 238 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 Great Diamond Partners are OLD SECOND NATIONAL BANK OF AURORA, Columbus Macro, CONNING, with shared positions in $KLAC, $GLW, $CMI, $BLK, $MS, $NEE. The full ranking of 25 similar funds is below.

#1OLD SECOND NATIONAL BANK OF AURORAPassive

Notable overlap · 8 shared positions

$KLAC $GLW $CMI $BLK $MS $NEE

$530M

275 positions

#2Columbus Macro, LLCPassive

Notable overlap · 8 shared positions

$KLAC $CAH $PH $AMGN $CMI $AFL

$1.0B

207 positions

#3CONNING INC.Passive

Notable overlap · 9 shared positions

$GLW $BNY $AMGN $CMI $AFL $BLK

$3.3B

327 positions

#4UNITED BANKActive

Notable overlap · 7 shared positions

$GLW $WM $KLAC $AMGN $CMI $AFL

$853M

130 positions

#5JGP Wealth Management, LLCActive

Notable overlap · 7 shared positions

$KLAC $WSM $AMGN $AFL $ADP $NEE

$1.1B

231 positions

#6REXFORD CAPITAL INCPassive

Notable overlap · 7 shared positions

$KLAC $GLW $AMGN $GRMN $VLO $BNY

$163M

301 positions

#7River Street Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $GLW $CMI $BLK $MS $NEE

$340M

177 positions

#8DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$KLAC $WSM $AMGN $PH $WMB $NEE

$517M

137 positions

#9Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $WM $WELL $BLK $MS $NEE

$1.6B

184 positions

#10Cunning Capital Partners, LPActive

Notable overlap · 5 shared positions

$KLAC $WSM $CAH $TPR $MS

$248M

55 positions

#11Longbow Finance SAPassive

Notable overlap · 7 shared positions

$WELL $BNY $PH $KLAC $CMI $WMB

$782M

59 positions

#12Community Financial Services Group, LLCPassive

Notable overlap · 6 shared positions

$KLAC $PH $GLW $NEE $WM $BLK

$686M

532 positions

#13Providence First Trust CoPassive

Notable overlap · 6 shared positions

$KLAC $GLW $BNY $CMI $NEE $VLO

$358M

196 positions

#14EVEXIA WEALTH LLCPassive

Notable overlap · 6 shared positions

$KLAC $WSM $PH $BLK $B $MS

$369M

77 positions

#15ALBERT D MASON INCPassive

Notable overlap · 6 shared positions

$KLAC $PH $CMI $GRMN $ADP $PAYX

$176M

139 positions

#16TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 6 shared positions

$GLW $WM $AMGN $BLK $WMB $ADP

$1.3B

226 positions

#17Delta Accumulation, LLCActive

Notable overlap · 8 shared positions

$CAH $WELL $BNY $CMI $MS $BLK

$2.5B

156 positions

#18Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$GLW $AMGN $WM $CMI $ADP $NEE

$239M

126 positions

#19Stonebridge Financial Group, LLCPassive

Notable overlap · 7 shared positions

$GLW $CMI $AMGN $AFL $BLK $NEE

$1.3B

275 positions

#20Genus Capital Management Inc.Passive

Some overlap · 6 shared positions

$KLAC $GLW $BNY $AMGN $CAH $VLO

$1.0B

204 positions

#21Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$KLAC $BNY $TPR $MS $VLO

$181M

73 positions

#22Center For Asset Management LLCPassive

Some overlap · 5 shared positions

$KLAC $GLW $WSM $NEE $AMGN

$225M

151 positions

#23Brentview Investment Management LLCActive

Some overlap · 6 shared positions

$WM $WELL $PH $BLK $MS $NEE

$253M

63 positions

#24BANK OF STOCKTONActive

Some overlap · 5 shared positions

$KLAC $PH $CMI $WSM $MS

$356M

126 positions

#25Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 5 shared positions

$GLW $WM $BNY $GRMN $NEE

$327M

94 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.