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 Hedges Asset

13F Portfolio OverlapQ4 2025Hedges Asset portfolio →

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Most similar hedge funds by 13F overlap

Hedges Asset Management LLC is an institutional investor managing $142M across 108 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hedges Asset are Spectrum Financial Alliance Ltd, MFG WEALTH ,, Next Level Private, with shared positions in $GE, $BA, $AGQ, $F, $INTC, $DOW. The full ranking of 25 similar funds is below.

#1Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 4 shared positions

$GE $BA $AGQ $F

$520M

30 positions

#2MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$AGQ $BA $GE $INTC $DOW $IBM

$121M

61 positions

#3Next Level Private LLCPassive

Notable overlap · 6 shared positions

$GE $BA $DOW $IBM $F $SHEL

$443M

175 positions

#4Newport Trust Company, LLCSmart money

Notable overlap · 4 shared positions

$GE $BA $HON $F

$40.7B

64 positions

#5Themes Management Co LLCPassive

Notable overlap · 4 shared positions

$GE $BA $HON $NEM

$162M

151 positions

#6Game Creek Capital, LPPassive

Notable overlap · 7 shared positions

$AGQ $B $LUV $NEM $VZ $IBM

$301M

93 positions

#7HOERTKORN RICHARD CHARLESActive

Notable overlap · 4 shared positions

$GE $BA $INTC $F

$122M

75 positions

#8ABBINGTON INVESTMENT GROUPActive

Notable overlap · 6 shared positions

$AGQ $USB $PPLT $NEM $SLB $PAAS

$172M

51 positions

#9Drum Hill Capital, LLCActive

Notable overlap · 6 shared positions

$SHEL $USB $VZ $NEM $IBM $GE

$109M

46 positions

#10EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$USB $SHEL $VZ $B $UL $WFC

$5.1B

71 positions

#11Evergreen Quality Fund GP, Ltd.Smart money

Notable overlap · 4 shared positions

$GE $B $PAAS $INTC

$4.4B

40 positions

#12Financial Sense Advisors, Inc.Passive

Notable overlap · 5 shared positions

$BA $PAAS $BP $NEM $B

$493M

142 positions

#13CERTUITY, LLCPassive

Notable overlap · 8 shared positions

$GE $VZ $WFC $INTC $F $BA

$1.5B

659 positions

#14MARSICO CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GE $BA $HON

$3.4B

65 positions

#15Parrish Capital LLCPassive

Notable overlap · 6 shared positions

$GE $SHEL $VZ $BP $INTC $SLB

$112M

86 positions

#16Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 5 shared positions

$BA $USB $NEM $IBM $HON

$942M

33 positions

#17Cambridge Financial Group, Inc.Active

Notable overlap · 4 shared positions

$GE $LUV $BA $FDX

$267M

33 positions

#18October Effect LtdPassive

Notable overlap · 4 shared positions

$GE $AGQ $BA $DOW

$87M

64 positions

#19KEATING INVESTMENT COUNSELORS INCActive

Notable overlap · 7 shared positions

$PAAS $B $VZ $UL $SLB $NEM

$404M

59 positions

#20RoundAngle Advisors LLCPassive

Notable overlap · 4 shared positions

$AGQ $USB $VZ $IBM

$134M

60 positions

#21Codex Capital Asset Management L.L.C.Active

Notable overlap · 3 shared positions

$GE $BA $HON

$259M

31 positions

#22VIAWEALTH, LLCPassive

Some overlap · 4 shared positions

$AGQ $USB $HON $BA

$180M

159 positions

#23SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 4 shared positions

$LUV $BA $BP $WFC

$3.0B

40 positions

#24Bouvel Investment Partners, LLCPassive

Some overlap · 5 shared positions

$GE $BA $INTC $HON $IBM

$345M

78 positions

#25American Assets Investment Management, LLCActive

Some overlap · 6 shared positions

$SHEL $WFC $GE $USB $IBM $FDX

$1.5B

146 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.