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 Enhancing

13F Portfolio OverlapQ1 2026Enhancing portfolio →

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Most similar hedge funds by 13F overlap

Enhancing Capital LLC is an institutional investor managing $135M across 86 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 Enhancing are Stack Financial ,, Socorro Asset, Signet Investment Advisory Group,, with shared positions in $AEP, $WM, $NEE, $COP, $LHX, $KO. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$AEP $WM $NEE $COP $LHX $KO

$1.4B

52 positions

#2Socorro Asset Management LPPassive

Notable overlap · 6 shared positions

$NEE $TXN $SRE $XEL $DIS $KO

$221M

32 positions

#3Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$NEE $WM $COP $HON $MCD $KO

$218M

69 positions

#4Harrison Street Private Wealth LLCActive

Notable overlap · 4 shared positions

$NEE $AEP $SRE $XEL

$76M

21 positions

#5Constitution Capital LLCActive

Notable overlap · 5 shared positions

$NEE $AEP $WM $KO $MCD

$200M

61 positions

#6OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$NEE $WM $LNT $XEL $MCD

$168M

30 positions

#7Providence Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$NEE $WM $BMY $HON $KO

$157M

80 positions

#8Slocum, Gordon & Co LLPPassive

Notable overlap · 4 shared positions

$NEE $AEP $COP $MCD

$147M

64 positions

#9Energy Income Partners, LLCActive

Notable overlap · 7 shared positions

$AEP $SRE $NEE $ET $WEC $XEL

$6.2B

87 positions

#10FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$NEE $AEP $COP $LHX $HON $MCD

$5.0B

201 positions

#11Welch Group, LLCPassive

Notable overlap · 5 shared positions

$NEE $TXN $AEP $MCD $KO

$2.7B

310 positions

#12EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$NEE $BMY $TXN $COP $KO

$1.4B

56 positions

#13FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 5 shared positions

$NEE $AEP $TXN $MCD $KO

$1.5B

235 positions

#14SCP Investment, LPPassive

Some overlap · 6 shared positions

$AEP $NEE $SRE $ET $COP $XEL

$90M

48 positions

#15Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$NEE $BMY $LHX $MCD $KO $CMI

$223M

109 positions

#16REAVES W H & CO INCActive

Some overlap · 6 shared positions

$NEE $LNT $SRE $WEC $XEL $AEP

$6.0B

90 positions

#17DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$NEE $LNT $SRE $WEC $AEP $XEL

$9.6B

148 positions

#18Westhampton Capital, LLCPassive

Some overlap · 5 shared positions

$CMI $WM $MCD $DIS $KO

$214M

129 positions

#19RBA Wealth Management, LLCPassive

Some overlap · 3 shared positions

$CMI $WM $AEP

$278M

92 positions

#20Atwater Malick LLCActive

Some overlap · 5 shared positions

$CMI $WM $MCD $KO $DIS

$370M

100 positions

#21MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$NEE $WM $SRE $TXN $WEC $MCD

$246M

145 positions

#22Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$NEE $TXN $WM $HON $KO

$336M

46 positions

#23Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 4 shared positions

$AEP $CMI $LHX $HON

$695M

159 positions

#24HARBOUR INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$WM $NEE $LHX $COP $BMY $KO

$184M

101 positions

#25Magellan Asset Management LtdActive

Some overlap · 7 shared positions

$LNT $SRE $WEC $XEL $KO $NEE

$7.7B

79 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.