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 InTrack Investment

13F Portfolio OverlapQ2 2026InTrack Investment portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

InTrack Investment Management Inc is an institutional investor managing $202M across 110 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 InTrack Investment are CONNORS INVESTOR SERVICES, DB Fitzpatrick, Callahan Advisors, with shared positions in $PLTR, $ETN, $CB, $DUK, $SYK, $WM. The full ranking of 25 similar funds is below.

#1CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 7 shared positions

$PLTR $ETN $CB $DUK $SYK $WM

$1.2B

153 positions

#2DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$CB $ETN $FTNT $WM $SYK $DHR

$124M

100 positions

#3Callahan Advisors, LLCActive

Notable overlap · 7 shared positions

$CB $FTNT $NEE $SYK $MCD $LOW

$1.3B

181 positions

#4LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Notable overlap · 5 shared positions

$CB $FTNT $PLTR $WM $MCD

$138M

71 positions

#5LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$CB $MCK $WM $DUK $MCD

$1.0B

154 positions

#6Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MCK $WM $DUK $SPG $MCD $LOW

$297M

103 positions

#7Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$C $CB $DUK $NEE $LOW

$10.2B

208 positions

#8SHUTTLEWORTH & CoPassive

Notable overlap · 5 shared positions

$MCK $ETN $PLTR $WM $EQIX

$125M

51 positions

#9Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$MCK $ETN $NEE $LOW $SYK $WM

$339M

49 positions

#10WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$CB $NEE $SYK $DHR $CARR $ETN

$2.1B

131 positions

#11Slagle Financial, LLCPassive

Notable overlap · 6 shared positions

$DUK $C $NEE $SPG $MCD $LOW

$334M

127 positions

#12Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$ETN $WM $DHR $MCD $CARR $SPG

$113M

58 positions

#13Haverford Trust CoActive

Notable overlap · 7 shared positions

$ETN $NEE $MCK $SYK $LOW $MCD

$11.6B

424 positions

#14LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Notable overlap · 6 shared positions

$CB $NEE $WM $SYK $MLM $MCD

$152M

84 positions

#15ARWA LLCPassive

Notable overlap · 6 shared positions

$WM $NEE $SYK $MCK $CARR $GLDM

$241M

139 positions

#16Roxbury Financial LLCPassive

Notable overlap · 5 shared positions

$CB $MCK $DUK $MCD $LOW

$126M

410 positions

#17TILIA FIDUCIARY PARTNERS, INC.

Notable overlap · 5 shared positions

$MCK $ETN $NEE $SYK $LOW

$211M

127 positions

#18Greater Midwest Financial Group, LLCActive

Notable overlap · 4 shared positions

$MCK $FTNT $ETN $NEE

$201M

65 positions

#19BDFS Capital LLCActive

Notable overlap · 6 shared positions

$C $MCK $ETN $WM $NEE $SYK

$230M

116 positions

#20First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$WM $NEE $DHR $MCD $EQIX $LOW

$529M

75 positions

#21Inlet Private Wealth, LLCPassive

Some overlap · 4 shared positions

$C $MCK $WM $CB

$411M

133 positions

#22Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$MCK $WM $DUK $SPG $MCD

$358M

74 positions

#23BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ETN $NEE $CB $DUK $WM $LOW

$8.0B

1,334 positions

#24LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$WM $DUK $MCK $SPG $MLM

$213M

124 positions

#25Stack Financial Management, IncActive

Some overlap · 5 shared positions

$WM $DUK $NEE $SYK $DHR

$1.3B

54 positions

Compare InTrack Investment’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 InTrack Investment’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.