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 Boxwood Ventures

13F Portfolio OverlapQ2 2026Boxwood Ventures portfolio →

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Most similar hedge funds by 13F overlap

Boxwood Ventures, Inc. is an institutional investor managing $168M across 37 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 Boxwood Ventures are PROFFITT & GOODSON, Fi3 FINANCIAL ADVISORS, Creekside Partners, with shared positions in $DOV, $NEE, $PFE, $NLY, $MET, $UNM. The full ranking of 25 similar funds is below.

#1PROFFITT & GOODSON INCActive

Notable overlap · 4 shared positions

$DOV $NEE $PFE $NLY

$728M

298 positions

#2Fi3 FINANCIAL ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$DOV $MET $PFE

$418M

232 positions

#3Creekside PartnersPassive

Some overlap · 3 shared positions

$DOV $NEE $NLY

$276M

193 positions

#4Brendel Financial Advisors LLCPassive

Some overlap · 3 shared positions

$DOV $NEE $PFE

$216M

101 positions

#5Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 3 shared positions

$NEE $MET $UNM

$111M

62 positions

#6FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 3 shared positions

$MET $NEE $PFE

$1.7B

256 positions

#7OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 3 shared positions

$DOV $MET $NEE

$530M

275 positions

#8Verity & Verity, LLCActive

Some overlap · 3 shared positions

$NEE $MET $PFE

$1.5B

138 positions

#9River Street Advisors LLCPassive

Some overlap · 3 shared positions

$DOV $NEE $MET

$340M

177 positions

#10EDGAR LOMAX CO/VAActive

Some overlap · 3 shared positions

$NEE $MET $PFE

$1.3B

58 positions

#11OXFORD FINANCIAL GROUP, LTD. LLCActive

Slight overlap · 3 shared positions

$DOV $CPRT $NEE

$2.0B

296 positions

#12CUTLER INVESTMENT COUNSEL LLCActive

Slight overlap · 3 shared positions

$NEE $DOV $PFE

$1.1B

157 positions

#13Schrum Private Wealth Management LLCPassive

Slight overlap · 3 shared positions

$DOV $NEE $PFE

$97M

109 positions

#14Hixon Zuercher, LLCPassive

Slight overlap · 3 shared positions

$NEE $CPRT $GEN

$341M

88 positions

#15Unifi Asset Management LPActive

Slight overlap · 3 shared positions

$MET $NEE $F

$251M

62 positions

#16BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Slight overlap · 3 shared positions

$NEE $DOV $PFE

$791M

140 positions

#17Estate Counselors, LLCSmart money

Slight overlap · 3 shared positions

$MET $PFE $NLY

$1.2B

92 positions

#18Beacon Harbor Wealth Advisors, Inc.Passive

Slight overlap · 3 shared positions

$NEE $PFE $PR

$513M

70 positions

#19Slagle Financial, LLCPassive

Slight overlap · 4 shared positions

$NEE $NLY $F $KHC

$334M

127 positions

#20Xcel Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$NEE $PFE $F

$419M

140 positions

#21OXFORD ASSET MANAGEMENT LLPPassive

Slight overlap · 3 shared positions

$NEE $CPRT $PFE

$203M

364 positions

#22iSAM Funds (UK) LtdPassive

Slight overlap · 3 shared positions

$NEE $DOV $PFE

$142M

241 positions

#23Cyndeo Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$NEE $MET $PFE

$2.1B

517 positions

#24RAELIPSKIE PARTNERSHIPActive

Slight overlap · 3 shared positions

$NEE $PFE $SAN

$265M

124 positions

#25Triumph Capital ManagementPassive

Slight overlap · 3 shared positions

$DOV $PFE $NLY

$552M

1,861 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.