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 Insight Inv

13F Portfolio OverlapQ1 2026Insight Inv portfolio →

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Most similar hedge funds by 13F overlap

Insight Inv LLC is an institutional investor managing $183M across 104 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 Insight Inv are Eliot Finkel Investment Counsel,, Processus Wealth & ,, Rayburn West Financial Services, with shared positions in $GLW, $AMAT, $GD, $AMGN, $EOG, $C. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GLW $AMAT $GD $AMGN $EOG

$184M

32 positions

#2Processus Wealth & Capital Management, LLCActive

Notable overlap · 6 shared positions

$AMAT $AMGN $C $GD $EMR $EOG

$147M

35 positions

#3Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$IBM $AXP $AMGN $C $PNC $GD

$170M

82 positions

#4Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AXP $MS $AMGN $TJX $IBM $EMR

$272M

95 positions

#5Estabrook Capital ManagementPassive

Notable overlap · 6 shared positions

$IBM $COP $C $GLW $PNC $AMGN

$685M

380 positions

#6HARTLINE INVESTMENT CORP/Active

Notable overlap · 6 shared positions

$GLW $MRVL $MS $C $AXP $AMAT

$909M

112 positions

#7Hudson Canyon Capital ManagementPassive

Notable overlap · 5 shared positions

$AMAT $TJX $MS $COP $AMGN

$163M

52 positions

#8BONNESS ENTERPRISES INCActive

Notable overlap · 4 shared positions

$GLW $AMAT $IBM $EMR

$273M

39 positions

#9Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$AXP $WSM $EOG $AMGN $TJX

$200M

53 positions

#10Edgemoor Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$AMAT $WSM $JCI $GD $C

$1.3B

170 positions

#11BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 6 shared positions

$EOG $AMGN $ALL $JCI $BP $WRB

$380M

98 positions

#12Argyle Capital Management, LLCPassive

Notable overlap · 6 shared positions

$IBM $AMGN $COP $PNC $EMR $ALL

$308M

137 positions

#13Green Alpha Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLW $AMAT $IBM $MRVL

$102M

107 positions

#14Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$TJX $IBM $MS $AMGN $EMR

$353M

78 positions

#15Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$GD $COP $MS $C $JCI

$9.8B

213 positions

#16Curat Global, LLCPassive

Notable overlap · 7 shared positions

$AMAT $JCI $AMGN $IBM $AXP $WSM

$102M

265 positions

#17CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$IBM $AXP $EOG $COP $AMGN

$140M

72 positions

#18GODSEY & GIBB, INCPassive

Notable overlap · 4 shared positions

$GLW $IBM $AMGN $PNC

$1.1B

389 positions

#19Bank OZKPassive

Notable overlap · 6 shared positions

$AMAT $AMGN $MRVL $TJX $AXP $IBM

$283M

149 positions

#20BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 3 shared positions

$GLW $AMAT $MRVL

$277M

114 positions

#21Anther Capital LtdActive

Notable overlap · 3 shared positions

$GLW $AMAT $MRVL

$3.8B

31 positions

#22AMJ Financial Wealth ManagementPassive

Notable overlap · 4 shared positions

$GLW $AMAT $TJX $EMR

$424M

86 positions

#23AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$AMAT $TJX $AMGN $C $IBM

$1.4B

114 positions

#24Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$AXP $EOG $C $IBM $AMAT

$695M

159 positions

#25Glassy Mountain Advisors, Inc.Passive

Notable overlap · 4 shared positions

$AMAT $WSM $GD $JCI

$322M

77 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.