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 1834 INVESTMENT ADVISORS

13F Portfolio OverlapQ2 20261834 INVESTMENT ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

1834 INVESTMENT ADVISORS CO is an institutional investor managing $883M across 211 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 1834 INVESTMENT ADVISORS are Disciplined Equity, CANTOR FITZGERALD INVESTMENT ADVISORS, EQUITY INVESTMENT, with shared positions in $MO, $TFC, $VZ, $PFE, $T, $KMI. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money

Notable overlap · 9 shared positions

$MO $TFC $VZ $PFE $T $KMI

$226M

45 positions

#2CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 9 shared positions

$CVS $TFC $BMY $TXN $USB $PFE

$1.5B

184 positions

#3EQUITY INVESTMENT CORPActive

Notable overlap · 9 shared positions

$TFC $DVN $VZ $DG $T $USB

$5.2B

76 positions

#4SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$TFC $VZ $PFE $T $TXN $KMI

$606M

79 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$CVS $BMY $PFE $T $TXN $USB

$1.3B

58 positions

#6Paradigm Capital Management, LLC/NVActive

Notable overlap · 9 shared positions

$MO $TFC $VZ $T $KMI $USB

$116M

65 positions

#7EDMP, INC.Passive

Notable overlap · 7 shared positions

$MO $TFC $BMY $VZ $T $ES

$124M

70 positions

#8Hillman Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$CVS $BMY $VZ $PFE $USB $HSY

$138M

54 positions

#9BCWM, LLCPassive

Notable overlap · 8 shared positions

$MO $BMY $VZ $PFE $T $KMI

$342M

57 positions

#10Manske Wealth ManagementPassive

Notable overlap · 11 shared positions

$CVS $VZ $T $USB $C $TROW

$403M

226 positions

#11Palouse Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$DVN $PFE $T $TXN $VZ $QCOM

$160M

124 positions

#12Keystone Financial Planning, Inc.Active

Notable overlap · 8 shared positions

$MO $BMY $VZ $PFE $USB $TROW

$388M

39 positions

#13FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 8 shared positions

$MO $TXN $USB $PFE $VZ $T

$1.7B

256 positions

#14Michels Family Financial, LLCPassive

Notable overlap · 8 shared positions

$CVS $MO $EIX $F $PSA $VZ

$156M

148 positions

#15Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$BMY $TFC $PFE $ES $TGT $VZ

$229M

166 positions

#16RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CVS $MO $DVN $BMY $T $CCZ

$2.4B

181 positions

#17Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$TFC $MO $T $TGT $QCOM $C

$10.2B

208 positions

#18Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$MO $VZ $PFE $WEC $TXN $TGT

$1.5B

138 positions

#19Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$MO $EIX $TFC $ES $USB $F

$334M

127 positions

#20Measured Risk Portfolios, Inc.Active

Notable overlap · 7 shared positions

$MO $VZ $TXN $KMI $QCOM $TROW

$112M

63 positions

#21Pacer Advisors, Inc.Passive

Notable overlap · 8 shared positions

$BMY $MO $VZ $PFE $T $QCOM

$39.3B

2,614 positions

#22Signature Wealth Management Group

Notable overlap · 6 shared positions

$BMY $TFC $PFE $TXN $HSY $TGT

$263M

128 positions

#23McKinney Capital Management, LLCActive

Notable overlap · 9 shared positions

$MO $F $EIX $ES $BMY $T

$254M

87 positions

#24AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$VZ $CVS $MO $TGT $F $T

$197M

140 positions

#25Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MO $BMY $VZ $TXN $BBWI $TROW

$255M

278 positions

Compare 1834 INVESTMENT ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View 1834 INVESTMENT ADVISORS’s holdings

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.