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 Constitution

13F Portfolio OverlapQ1 2026Constitution portfolio →

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Most similar hedge funds by 13F overlap

Constitution Capital LLC is an institutional investor managing $195M across 62 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 Constitution are Slocum, Gordon & LLP, FUKOKU MUTUAL LIFE INSURANCE, EDGAR LOMAX /VA, with shared positions in $NEE, $DUK, $AEP, $UNP, $GEV, $MCD. The full ranking of 25 similar funds is below.

#1Slocum, Gordon & Co LLPPassive

Notable overlap · 8 shared positions

$NEE $DUK $AEP $UNP $GEV $MCD

$147M

64 positions

#2FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$KO $NEE $DUK $AEP $SO $MCD

$1.5B

235 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$DUK $NEE $KO $UNP $UNH $SO

$1.4B

56 positions

#4LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 9 shared positions

$DUK $KO $WM $UNH $NEE $SO

$970M

154 positions

#5Harrison Street Private Wealth LLCActive

Notable overlap · 3 shared positions

$NEE $AEP $UNP

$76M

21 positions

#6Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$AEP $NEE $DUK $KO $WM $T

$1.4B

52 positions

#7LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$DUK $AEP $AXP $WM $SO $LMT

$192M

113 positions

#8HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$DUK $NEE $UNP $WM $TJX

$407M

49 positions

#9Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$NEE $KO $WM $AXP $UNH $MCD

$218M

69 positions

#10Bruce & Co., Inc.Active

Notable overlap · 3 shared positions

$NEE $DUK $T

$350M

41 positions

#11Griffith & Werner, Inc.Active

Notable overlap · 7 shared positions

$KO $DUK $AXP $UNH $SO $T

$202M

72 positions

#12Enhancing Capital LLCPassive

Notable overlap · 5 shared positions

$NEE $AEP $WM $KO $MCD

$135M

86 positions

#13Rithm Capital Corp.Active

Notable overlap · 6 shared positions

$NEE $DUK $AEP $WM $GEV $SO

$67M

38 positions

#14Mirabaud Asset Management LtdPassive

Notable overlap · 4 shared positions

$NEE $UNP $AXP $TJX

$121M

32 positions

#15GQG Partners LLCActive

Notable overlap · 5 shared positions

$AEP $KO $DUK $NEE $T

$63.1B

81 positions

#16Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$DUK $NEE $WM $UNP $SO $T

$215M

125 positions

#17Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$KO $AXP $NEE $UNP $MCD $LMT

$446M

104 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$KO $DUK $UNP $SO $MCD $T

$220M

148 positions

#19CAPITAL CITY TRUST CO/FLActive

Notable overlap · 7 shared positions

$KO $NEE $AEP $UNP $MCD $LMT

$437M

114 positions

#20CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$DUK $NEE $KO $UNH $GEV $T

$1.3B

118 positions

#21Measured Risk Portfolios, Inc.Passive

Notable overlap · 3 shared positions

$DUK $AEP $KO

$91M

66 positions

#22MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Notable overlap · 5 shared positions

$NEE $KO $AEP $UNH $LMT

$189M

510 positions

#23MASTER'S WEALTH MANAGEMENT INC.Active

Some overlap · 4 shared positions

$NEE $WM $UNP $KO

$295M

82 positions

#24HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 9 shared positions

$UNP $WM $DUK $NEE $AXP $KO

$280M

107 positions

#25Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$AXP $DUK $WM $KO $MCD $LMT

$272M

95 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.