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 GHE

13F Portfolio OverlapQ2 2026GHE portfolio →

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Most similar hedge funds by 13F overlap

GHE, LLC is an institutional investor managing $265M across 57 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 GHE are Longview Partners (Guernsey) LTD, GREATMARK INVESTMENT PARTNERS, William Allan, with shared positions in $MCO, $AXP, $PGR, $SPGI, $MSCI, $SYY. The full ranking of 25 similar funds is below.

#1Longview Partners (Guernsey) LTDActive

Notable overlap · 6 shared positions

$MCO $AXP $PGR $SPGI $MSCI $SYY

$6.2B

23 positions

#2GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 5 shared positions

$MPC $AXP $LOW $QCOM $PYPL

$906M

153 positions

#3William Allan CorpActive

Notable overlap · 10 shared positions

$ADP $DHI $MCD $SBUX $AXP $MCO

$204M

62 positions

#4Walsky Investment Management, Inc.Passive

Some overlap · 8 shared positions

$SPGI $LOW $MCD $QCOM $ADP $CL

$108M

52 positions

#5Long Corridor Asset Management LtdActive

Some overlap · 4 shared positions

$MCO $AXP $SPGI $ADBE

$331M

35 positions

#6LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 8 shared positions

$AXP $ADP $MCD $CB $PAYX $CL

$273M

104 positions

#7Bretton Capital Management, LLCActive

Some overlap · 4 shared positions

$AXP $MCO $PGR $SPGI

$125M

20 positions

#8Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$MPC $PGR $ADP $MCD $SBUX $SYY

$412M

181 positions

#9Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$AXP $QCOM $MCD $ADP $CB $PEP

$467M

118 positions

#10ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 7 shared positions

$PGR $QCOM $ADP $MCD $CB $TROW

$549M

195 positions

#11SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 8 shared positions

$AXP $ADP $ADBE $SBUX $TROW $PAYX

$1.5B

160 positions

#12BRADY FAMILY WEALTH, LLCPassive

Some overlap · 8 shared positions

$LOW $ADP $MCD $SPGI $SBUX $CB

$346M

113 positions

#13Sawyer & Company, IncPassive

Some overlap · 7 shared positions

$ANET $ADP $AXP $MCD $QCOM $PAYX

$298M

202 positions

#14FAYEZ SAROFIM & CO

Some overlap · 8 shared positions

$SPGI $MCD $PGR $CB $MAR $TROW

$42.5B

300 positions

#15KANAWHA CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$LOW $ADP $MCD $QCOM $CB $PEP

$1.5B

228 positions

#16PineStone Asset Management Inc.Active

Some overlap · 6 shared positions

$MCO $SPGI $LOW $MSCI $CL $PEP

$16.2B

44 positions

#17INKWELL CAPITAL LLCActive

Some overlap · 4 shared positions

$MCO $AXP $PGR $SBUX

$96M

31 positions

#18Ark Wealth Advisors LLCPassive

Some overlap · 7 shared positions

$AXP $QCOM $LOW $MCD $CB $PEP

$113M

87 positions

#19Godshalk Welsh Capital Management, Inc.Passive

Some overlap · 7 shared positions

$AXP $ADP $LOW $SBUX $PAYX $PEP

$186M

137 positions

#20Lafayette Investments, Inc.Active

Some overlap · 7 shared positions

$PGR $LOW $SBUX $TROW $PAYX $ANET

$542M

162 positions

#21Financial & Tax Architects, LLCPassive

Some overlap · 6 shared positions

$SPGI $LOW $ADP $MCD $PEP $ABT

$474M

110 positions

#22Taylor Hoffman Capital Management LLCActive

Some overlap · 6 shared positions

$ANET $MCO $SPGI $ADBE $TROW $PAYX

$412M

122 positions

#23VAN STRUM & TOWNE INC.Passive

Some overlap · 7 shared positions

$AXP $QCOM $MCO $ADP $PEP $MAR

$367M

111 positions

#24First National Bank of Mount Dora, Trust Investment ServicesPassive

Some overlap · 5 shared positions

$PGR $ANET $MCD $ADBE $SPGI

$499M

126 positions

#25MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 8 shared positions

$LOW $QCOM $ADP $SBUX $PEP $PYPL

$1.2B

106 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.