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 MTM Investment ,

13F Portfolio OverlapQ1 2026MTM Investment , portfolio →

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Most similar hedge funds by 13F overlap

MTM Investment Management, LLC is an institutional investor managing $316M across 709 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 MTM Investment , are Haverford Financial Services,, Greystone Financial Group,, PRING TURNER GROUP, with shared positions in $LOW, $MCK, $KO, $TJX, $HON, $ETN. The full ranking of 25 similar funds is below.

#1Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$LOW $MCK $KO $TJX $HON $ETN

$336M

46 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$LOW $MCK $KO $TJX $__PARK_1390777 $HON

$353M

78 positions

#3PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 7 shared positions

$MCK $KMI $BAC $ETN $GE $WFC

$166M

72 positions

#4William B. Walkup & Associates, Inc.Active

Notable overlap · 6 shared positions

$MCK $KMI $LOW $__PARK_1390777 $KO $WFC

$167M

163 positions

#5Carson Advisory Inc.Passive

Notable overlap · 6 shared positions

$BAH $SO $KO $BAC $ETN $DUK

$193M

188 positions

#6Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LOW $MCK $KO $TJX $__PARK_1390777 $HON

$272M

95 positions

#7Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 5 shared positions

$MCK $KMI $KO $OTIS $WFC

$974M

782 positions

#8BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 8 shared positions

$KO $SO $LOW $BAC $NSC $TJX

$199M

110 positions

#9Walsky Investment Management, Inc.Passive

Some overlap · 8 shared positions

$SO $LOW $CSX $__PARK_1390777 $HON $ETN

$98M

50 positions

#10DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 6 shared positions

$LOW $__PARK_1390777 $HON $ETN $WFC $OTIS

$1.1B

596 positions

#11TrueWealth Advisors, LLCPassive

Some overlap · 5 shared positions

$BAH $SO $DUK $WMB $KMI

$398M

233 positions

#12NICHOLS & PRATT ADVISERS LLP /MAActive

Some overlap · 5 shared positions

$KMI $KO $SO $TJX $GE

$1.5B

105 positions

#13Estabrook Capital ManagementPassive

Some overlap · 10 shared positions

$BAC $NSC $__PARK_1390777 $HON $ETN $GE

$685M

380 positions

#14Wealth Intelligence, LLCActive

Some overlap · 4 shared positions

$LOW $SO $ETN $UNP

$208M

58 positions

#15BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 6 shared positions

$KMI $LOW $NSC $BAC $HON $WFC

$2.3B

264 positions

#16Cetera Trust Company, N.APassive

Some overlap · 5 shared positions

$MCK $KO $BAC $HON $WFC

$177M

351 positions

#17BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$KMI $MCK $LOW $CSX $__PARK_1390777

$380M

98 positions

#18CONNORS INVESTOR SERVICES INCActive

Some overlap · 7 shared positions

$LOW $KO $TJX $ETN $DUK $WMB

$1.1B

149 positions

#19Hardin Capital Partners, LLCActive

Some overlap · 5 shared positions

$LOW $BAC $DUK $WFC $KO

$216M

140 positions

#20All Terrain Financial Advisors, LLCActive

Some overlap · 4 shared positions

$LOW $SO $HON $UNP

$425M

149 positions

#21TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 4 shared positions

$MCK $LOW $BAH $ETN

$182M

115 positions

#22LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$MCK $SO $KO $DUK

$970M

154 positions

#23Haverford Trust CoActive

Some overlap · 6 shared positions

$LOW $TJX $MCK $KO $HON $ETN

$10.9B

419 positions

#24Brentview Investment Management LLCPassive

Some overlap · 4 shared positions

$LOW $MCK $TJX $UNP

$231M

63 positions

#25Argyle Capital Management, LLCPassive

Some overlap · 5 shared positions

$MCK $KO $BAC $DUK $WFC

$308M

137 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.