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 THREADGILL FINANCIAL,

13F Portfolio OverlapQ1 2026THREADGILL FINANCIAL, portfolio →

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Most similar hedge funds by 13F overlap

THREADGILL FINANCIAL, LLC is an institutional investor managing $243M across 36 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 THREADGILL FINANCIAL, are Hegarty Advisors,, Strid Group,, ARCADIA INVESTMENT ADVISORS, with shared positions in $MKL, $DOV, $COP, $SSL, $HLT, $AZO. The full ranking of 25 similar funds is below.

#1Hegarty Advisors, LLCActive

Substantial overlap · 3 shared positions

$MKL $DOV $COP

$127M

57 positions

#2Strid Group, LLCSmart money

Notable overlap · 4 shared positions

$MKL $SSL $HLT $COP

$807M

85 positions

#3ARCADIA INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$SSL $HLT $DOV

$212M

81 positions

#4Orcam Financial GroupSmart money

Notable overlap · 3 shared positions

$DOV $MKL $COP

$141M

62 positions

#5Long Island Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$DOV $MKL $COP

$216M

89 positions

#6Obion Capital Management LPActive

Notable overlap · 4 shared positions

$HLT $AZO $MCO $SHW

$101M

15 positions

#7Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$DOV $MKL $COP

$374M

86 positions

#8Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$MKL $DOV $COP

$161M

47 positions

#9Alta Advisers LtdActive

Notable overlap · 3 shared positions

$DOV $MKL $KO

$276M

206 positions

#10Clio Asset Management LLCActive

Notable overlap · 3 shared positions

$HLT $AZO $SHW

$119M

16 positions

#115th Street Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $KO $SHW

$232M

52 positions

#12Intelligent Financial StrategiesSmart money

Notable overlap · 4 shared positions

$DOV $COP $MKL $KO

$192M

62 positions

#13EIGHT 31 FINANCIAL, LLCActive

Notable overlap · 5 shared positions

$SSL $HLT $OXY $COP $KO

$166M

72 positions

#14FC Advisory LLCActive

Notable overlap · 3 shared positions

$MKL $DOV $COP

$342M

115 positions

#15Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$MKL $COP $SHW $KO

$325M

57 positions

#16CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $DOV $COP

$648M

134 positions

#17GFI Investment Counsel Ltd.Active

Notable overlap · 4 shared positions

$HLT $EFX $MCO $SHW

$731M

24 positions

#18Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$MKL $DOV $COP

$578M

118 positions

#19Lansing Management LPActive

Notable overlap · 3 shared positions

$HLT $TRU $MCO

$151M

14 positions

#20Lakewood Asset Management LLCPassive

Notable overlap · 4 shared positions

$DOV $AZO $MKL $COP

$156M

107 positions

#21HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $COP $KO

$187M

72 positions

#22Summit Asset Management, LLCActive

Notable overlap · 4 shared positions

$SSL $HLT $AZO $KO

$719M

172 positions

#23BARR E S & COActive

Notable overlap · 3 shared positions

$MKL $MCO $SHW

$1.7B

108 positions

#24Ruggaard & Associates LLCPassive

Notable overlap · 4 shared positions

$HLT $VLO $COP $PSX

$252M

122 positions

#25Lafayette Investments, Inc.Active

Notable overlap · 3 shared positions

$MKL $AZO $KO

$494M

158 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.