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 Campion Asset

13F Portfolio OverlapQ1 2026Campion Asset portfolio →

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Most similar hedge funds by 13F overlap

Campion Asset Management is an institutional investor managing $147M across 82 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 Campion Asset are YACKTMAN ASSET, CYPRESS FINANCIAL PLANNING, Rayburn West Financial Services, with shared positions in $SCHW, $LMT, $COP, $NOC, $MCD, $AMGN. The full ranking of 25 similar funds is below.

#1YACKTMAN ASSET MANAGEMENT LPActive

Some overlap · 4 shared positions

$SCHW $LMT $COP $NOC

$7.5B

76 positions

#2CYPRESS FINANCIAL PLANNING LLCActive

Some overlap · 4 shared positions

$SCHW $LMT $COP $MCD

$363M

102 positions

#3Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$LMT $MCD $AMGN $VZ $ABT $WFC

$170M

82 positions

#4Marathon Strategic Advisors, LLCActive

Some overlap · 4 shared positions

$SCHW $COP $PSX $SYK

$139M

52 positions

#5Navalign, LLCPassive

Some overlap · 4 shared positions

$SCHW $COP $PSX $AMGN

$396M

127 positions

#6Hurlow Wealth Management Group, Inc.Active

Some overlap · 3 shared positions

$SCHW $COP $MCD

$420M

120 positions

#7PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 5 shared positions

$SCHW $COP $MAA $TXN $WFC

$166M

72 positions

#8Beacon Capital Management, Inc.Active

Some overlap · 3 shared positions

$SCHW $COP $TXN

$1.8B

57 positions

#9Flagstone Financial ManagementSmart money

Some overlap · 4 shared positions

$SCHW $TXN $WFC $VZ

$403M

71 positions

#10B & T Capital Management DBA Alpha Capital ManagementActive

Some overlap · 3 shared positions

$SCHW $LMT $AMGN

$690M

115 positions

#11DecisionPoint Financial, LLCActive

Some overlap · 4 shared positions

$SCHW $COP $SYK $PSX

$464M

679 positions

#121248 Management, LLCActive

Some overlap · 3 shared positions

$SCHW $AMGN $SYK

$216M

146 positions

#13Sandhill Capital Partners LLCActive

Some overlap · 4 shared positions

$SCHW $MCD $TXN $SYK

$1.2B

95 positions

#14SCHULHOFF & CO INCPassive

Some overlap · 6 shared positions

$LMT $NOC $MCD $VZ $MAA $ABT

$243M

133 positions

#15Northeast Financial Group, Inc.Active

Some overlap · 3 shared positions

$SCHW $COP $MCD

$404M

90 positions

#16Prairiewood Capital, LLCActive

Some overlap · 3 shared positions

$SCHW $ABT $WFC

$346M

77 positions

#17FLOSSBACH VON STORCH SEActive

Some overlap · 4 shared positions

$SCHW $MCD $ABT $SYK

$21.4B

109 positions

#18Provident Investment Management, Inc.Active

Some overlap · 5 shared positions

$SCHW $ABT $MCD $AMGN $NOC

$1.0B

82 positions

#19Founders Capital ManagementPassive

Some overlap · 4 shared positions

$LMT $NOC $MCD $TXN

$205M

390 positions

#20CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$SCHW $TXN $COP

$232M

44 positions

#21Tranquilli Financial Advisor LLCPassive

Some overlap · 3 shared positions

$SCHW $COP $WFC

$171M

132 positions

#22PENN DAVIS MCFARLAND INCActive

Some overlap · 6 shared positions

$LMT $MCD $AMGN $VZ $TXN $ABT

$1.0B

75 positions

#23Magnolia Wealth Management, LLCActive

Some overlap · 3 shared positions

$SCHW $COP $MCD

$172M

212 positions

#24ARK & TLK INVESTMENTS, LLCActive

Some overlap · 3 shared positions

$SCHW $COP $SYK

$370M

119 positions

#25BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 5 shared positions

$LMT $SCHW $MCD $ABT $WFC

$2.3B

264 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.