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 Emerald Advisors

13F Portfolio OverlapQ2 2026Emerald Advisors portfolio →

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Most similar hedge funds by 13F overlap

Emerald Advisors, LLC is an institutional investor managing $796M across 130 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 Emerald Advisors are CHARLES SCHWAB INVESTMENT, PENN DAVIS MCFARLAND, Crescent Sterling, Ltd., with shared positions in $TXN, $AMGN, $PEP, $LMT, $BMY, $VZ. The full ranking of 25 similar funds is below.

#1CHARLES SCHWAB INVESTMENT MANAGEMENT INCPassive

Slight overlap · 7 shared positions

$TXN $AMGN $PEP $LMT $BMY $VZ

$751.3B

3,439 positions

#2PENN DAVIS MCFARLAND INCActive

Slight overlap · 7 shared positions

$TXN $AMGN $PEP $LMT $BMY $VZ

$1.1B

79 positions

#3Crescent Sterling, Ltd.Passive

Slight overlap · 7 shared positions

$TXN $AMGN $PEP $LMT $VZ $VLO

$112M

85 positions

#4Carolina Wealth Advisors, LLCPassive

Slight overlap · 6 shared positions

$TXN $AMGN $PEP $LMT $BMY $VZ

$255M

278 positions

#5Avantax Planning Partners, Inc.Active

Slight overlap · 6 shared positions

$TXN $AMGN $PEP $LMT $VZ $VLO

$4.0B

454 positions

#6Principal Street Partners, LLCPassive

Slight overlap · 6 shared positions

$TXN $AMGN $LMT $BMY $VZ $XEL

$683M

277 positions

#7Community Bank, N.A.Passive

Slight overlap · 6 shared positions

$TXN $AMGN $PEP $BMY $VZ $QCOM

$926M

530 positions

#8EDGAR LOMAX CO/VAActive

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $LMT $BMY

$1.3B

58 positions

#9Ipsen Advisor Group LLCPassive

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $LMT $BMY

$155M

107 positions

#10Exeter Financial, LLCPassive

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $LMT $VZ

$261M

101 positions

#11Coastwise Capital Group, LLCPassive

Slight overlap · 6 shared positions

$AMGN $PEP $LMT $BMY $VZ $QCOM

$172M

143 positions

#12CHRISTINE MESSMER PCActive

Slight overlap · 6 shared positions

$AMGN $PEP $LMT $BMY $VZ $QCOM

$177M

86 positions

#13Adams Asset Advisors, LLCActive

Slight overlap · 6 shared positions

$AMGN $PEP $NEM $BMY $VZ $VLO

$882M

88 positions

#14Deseret Mutual Benefit AdministratorsPassive

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $LMT $QCOM

$306M

518 positions

#15MATRIX ASSET ADVISORS INC/NYActive

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $LMT $QCOM

$1.2B

106 positions

#16Granite Group Advisors, LLCActive

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $LMT $QCOM

$169M

84 positions

#17ALBION FINANCIAL GROUP /UTPassive

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $LMT $QCOM

$1.7B

652 positions

#18RAHLFS CAPITAL, LLCPassive

Slight overlap · 5 shared positions

$TXN $PEP $NEM $BMY $VZ

$136M

86 positions

#19VAN STRUM & TOWNE INC.Passive

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $BMY $QCOM

$367M

111 positions

#20PINKERTON WEALTH, LLCActive

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $VZ $QCOM

$1.2B

103 positions

#21SHERMAN PORFOLIOS, LLCSmart money

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $VZ $QCOM

$1.3B

97 positions

#22MEYER HANDELMAN COPassive

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $VZ $QCOM

$3.5B

274 positions

#23Mirae Asset Global Investments Co., Ltd.Active

Slight overlap · 5 shared positions

$TXN $AMGN $PEP $VZ $QCOM

$67.7B

1,670 positions

#24First City Capital Management, Inc.Passive

Slight overlap · 5 shared positions

$AMGN $PEP $LMT $BMY $VZ

$206M

164 positions

#25OLD REPUBLIC INTERNATIONAL CORPActive

Slight overlap · 6 shared positions

$TXN $PEP $BMY $XEL $VLO $QCOM

$2.7B

54 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.