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 COERENTE

13F Portfolio OverlapQ2 2026COERENTE portfolio →

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Most similar hedge funds by 13F overlap

COERENTE CAPITAL MANAGEMENT is an institutional investor managing $543M across 43 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 COERENTE are ABSHER WEALTH, R.H. Dinel Investment Counsel, Long Road Investment Counsel, with shared positions in $ADP, $ABT, $PEP, $EMR, $SBUX, $CL. The full ranking of 25 similar funds is below.

#1ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$ADP $ABT $PEP $EMR $SBUX

$878M

73 positions

#2R.H. Dinel Investment Counsel, Inc.Active

Notable overlap · 4 shared positions

$ADP $SBUX $CL $PFE

$130M

40 positions

#3Long Road Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$ADP $ITW $SBUX $PEP $BDX

$271M

80 positions

#4Clark & Stuart, IncPassive

Notable overlap · 6 shared positions

$ADP $PEP $ABT $ITW $SBUX $EMR

$159M

57 positions

#5DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$USB $ABT $PEP $PFE $OTIS $ADP

$530M

92 positions

#6MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$USB $PEP $SBUX $ADP $STZ $ABT

$1.2B

106 positions

#7Integras Partners LLCPassive

Notable overlap · 4 shared positions

$USB $CL $ITW $TFC

$181M

100 positions

#8LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 9 shared positions

$ABT $PEP $ADP $FISV $ITW $OTIS

$273M

104 positions

#9America First Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$ADP $ABT $FISV $USB

$539M

45 positions

#10Monte Financial Group, LLCPassive

Notable overlap · 6 shared positions

$ADP $ABT $EOG $SBUX $PFE $BDX

$312M

102 positions

#11Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 8 shared positions

$ITW $ADP $PEP $ABT $SBUX $CL

$562M

84 positions

#12Marble Harbor Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ADP $ABT $EOG $FISV $PEP $PFE

$984M

200 positions

#13InvesTrustPassive

Notable overlap · 7 shared positions

$ADP $USB $ITW $PEP $SBUX $PFE

$260M

95 positions

#14Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$ITW $USB $OTIS $EOG $PEP

$214M

33 positions

#15Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$USB $PEP $ABT $PFE $OTIS $EMR

$797M

110 positions

#16Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$TFC $ITW $USB $ADP $ABT $EMR

$204M

95 positions

#17Hamrick Investment Counsel, llcPassive

Notable overlap · 4 shared positions

$SBUX $CL $USB $PFE

$151M

184 positions

#18Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$USB $ADP $PEP $ABT $CL

$159M

62 positions

#19Tarbox Group, Inc.Smart money

Notable overlap · 5 shared positions

$ABT $USB $PFE $PEP $EMR

$698M

96 positions

#20Disciplined Equity Management, Inc.Smart money

Notable overlap · 3 shared positions

$USB $TFC $PFE

$226M

45 positions

#21Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 3 shared positions

$ADP $PFE $PEP

$199M

38 positions

#22William Allan CorpActive

Notable overlap · 4 shared positions

$SBUX $ADP $OTIS $PEP

$204M

62 positions

#23EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$USB $PFE $SBUX $PEP $ABT

$1.3B

58 positions

#24Borer Denton & Associates, Inc.Passive

Notable overlap · 5 shared positions

$ITW $PEP $ABT $ADP $BDX

$305M

74 positions

#25Cairn Investment Group, Inc.Active

Notable overlap · 5 shared positions

$PEP $EOG $FISV $USB $EMR

$227M

65 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.