13F Pro

Hedge Funds Similar to US Asset

13F Portfolio OverlapQ1 2026US Asset portfolio →
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Most similar hedge funds by 13F overlap

US Asset Management LLC is an institutional investor managing $115M across 117 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 US Asset are Phraction, SP Asset, Sky Investment Group, with shared positions in $BAC, $ADI, $LIN, $DHR, $TXN, $HON. The full ranking of 25 similar funds is below.

#1Phraction Management LLCActive
Some overlap · 7 shared positions
$BAC$ADI$LIN$DHR$TXN$HON
$483M
65 positions
#2SP Asset Management LLCActive
Some overlap · 7 shared positions
$BAC$ADI$AXP$UNH$AMD$PM
$1.1B
119 positions
#3Sky Investment Group LLCPassive
Some overlap · 8 shared positions
$LIN$AXP$DHR$ADP$TXN$MCD
$583M
140 positions
#4Alecta Tjanstepension OmsesidigtActive
Some overlap · 7 shared positions
$ADI$AMD$BAC$LIN$TXN$DHR
$20.5B
78 positions
#5SOMERVILLE KURT FPassive
Some overlap · 7 shared positions
$ADI$ADP$AMD$AXP$DHR$UNH
$379M
91 positions
#6Elefante Mark BPassive
Some overlap · 7 shared positions
$ADI$ADP$AMD$AXP$DHR$HON
$182M
58 positions
#7Kidder Stephen WPassive
Some overlap · 7 shared positions
$ADI$ADP$AMD$AXP$DHR$UNH
$340M
76 positions
#8CINCINNATI FINANCIAL CORPActive
Some overlap · 7 shared positions
$ADI$MRSH$ADP$UNH$MCD$HON
$5.0B
55 positions
#9Delaney Dennis RPassive
Some overlap · 7 shared positions
$ADI$ADP$AMD$AXP$DHR$HON
$282M
60 positions
#10Sterling Capital Management LLCPassive
Some overlap · 7 shared positions
$ADI$LIN$ADP$AXP$AMP$MRSH
$5.3B
3,215 positions
#11Dempze Nancy EPassive
Some overlap · 6 shared positions
$ADI$ADP$AMD$AXP$UNH$DHR
$182M
92 positions
#12PUZO MICHAEL JPassive
Some overlap · 6 shared positions
$ADI$ADP$AMD$AXP$UNH$DHR
$343M
67 positions
#13SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 6 shared positions
$ADI$LIN$ADP$AMD$AXP$PAYX
$1.3B
158 positions
#14MeadowBrook Investment Advisors LLCPassive
Some overlap · 6 shared positions
$BAC$LIN$ADP$AXP$UNH$DIS
$113M
186 positions
#15Live Oak Private Wealth LLCPassive
Some overlap · 6 shared positions
$BAC$ADI$UNH$DHR$DIS$HON
$717M
207 positions
#16Boit C F DavidPassive
Some overlap · 6 shared positions
$BAC$ADI$ADP$DHR$MCD$LIN
$225M
117 positions
#17Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 7 shared positions
$AMD$AXP$UNH$DHR$C$MCD
$566M
28 positions
#18Hemenway Trust Co LLCActive
Some overlap · 6 shared positions
$ADI$ADP$AMD$AXP$DHR$UNH
$1.2B
135 positions
#19Pictet & Cie (Europe) SAActive
Some overlap · 7 shared positions
$LIN$UNH$DHR$AMD$MRSH$MCD
$4.7B
207 positions
#20MARKEL GROUP INC.Active
Some overlap · 6 shared positions
$ADI$MRSH$AXP$LIN$TXN$DIS
$11.9B
129 positions
#21CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Some overlap · 7 shared positions
$BAC$ADI$TXN$C$HON$DHR
$15.7B
329 positions
#22Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 6 shared positions
$ADI$MRSH$ADP$UNH$MCD$PM
$412M
46 positions
#23Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$ADI$ADP$AXP$DHR$DIS$HON
$110M
226 positions
#24R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$BAC$ADI$ADP$C$PM$LIN
$172M
38 positions
#25ING GROEP NVPassive
Some overlap · 7 shared positions
$BAC$LIN$MCD$AMD$HON$PM
$16.4B
503 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.