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 Glassy Mountain Advisors

13F Portfolio OverlapQ2 2026Glassy Mountain Advisors portfolio →

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Most similar hedge funds by 13F overlap

Glassy Mountain Advisors, Inc. is an institutional investor managing $366M across 76 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 Glassy Mountain Advisors are Edgemoor Investment Advisors, MCRAE, First Fiduciary Investment Counsel, with shared positions in $URI, $LOW, $WSM, $JCI, $GD, $BX. The full ranking of 25 similar funds is below.

#1Edgemoor Investment Advisors, Inc.Active

Notable overlap · 12 shared positions

$URI $LOW $WSM $JCI $GD $BX

$1.5B

188 positions

#2MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$WSM $URI $LOW $CRM $SO

$508M

113 positions

#3First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$LOW $NVS $BLK $BX $DIS $NEE

$529M

75 positions

#4Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$NVS $JCI $GD $LOW $NEE

$10.2B

208 positions

#5Eastover Investment Advisors LLCActive

Notable overlap · 5 shared positions

$URI $LOW $AEP $ISRG $SO

$254M

49 positions

#6Cornerstone National Bank & Trust CoActive

Notable overlap · 5 shared positions

$GD $JCI $LOW $CRM $DIS

$296M

216 positions

#7SWP Investment Management LLCPassive

Notable overlap · 5 shared positions

$URI $BX $BKNG $BLK $NEE

$145M

43 positions

#8North Growth Management Ltd.Active

Notable overlap · 6 shared positions

$JCI $BKNG $URI $IQV $ADBE $COHR

$780M

48 positions

#9Infusive Asset Management Inc.Passive

Notable overlap · 5 shared positions

$BKNG $LOW $CRM $DIS $ADBE

$220M

30 positions

#10EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$WSM $BLK $HCA $LOW

$369M

77 positions

#11DRH Investments, Inc.Active

Notable overlap · 6 shared positions

$GD $CSX $HSY $DIS $ADBE $CRM

$126M

20 positions

#12Essential Investment Partners LLCPassive

Notable overlap · 3 shared positions

$URI $BKNG $BX

$125M

312 positions

#13HS Management Partners, LLCActive

Notable overlap · 3 shared positions

$WSM $BKNG $DIS

$291M

24 positions

#14SFE Investment CounselPassive

Notable overlap · 7 shared positions

$URI $LOW $IQV $WSM $BX $NEE

$742M

152 positions

#15Darwins River Capital, LPActive

Notable overlap · 3 shared positions

$BKNG $WSM $HSY

$182M

26 positions

#16AlpenGlobal Capital LLCActive

Notable overlap · 4 shared positions

$WSM $BKNG $DIS $ADBE

$156M

35 positions

#17Renaissance Investment Group LLCPassive

Notable overlap · 6 shared positions

$URI $BKNG $TEL $NEE $ISRG $EPD

$508M

84 positions

#18Investment Research & Advisory Group, Inc.Active

Some overlap · 6 shared positions

$BLK $GD $IQV $BKNG $CRM $ISRG

$324M

314 positions

#19Independence Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$BKNG $IQV $NVS $GD $DIS

$199M

85 positions

#20F&V Capital Management, LLCPassive

Some overlap · 3 shared positions

$URI $CRM $AEP

$542M

63 positions

#21STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 7 shared positions

$GD $BLK $DIS $JCI $HSY $CSX

$592M

181 positions

#22BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Some overlap · 3 shared positions

$LOW $GD $HSY

$235M

33 positions

#23Philadelphia Investment Partners, LLCPassive

Some overlap · 4 shared positions

$URI $BX $JCI $BKNG

$161M

189 positions

#24Trust Co of KansasActive

Some overlap · 3 shared positions

$BKNG $LOW $DIS

$195M

59 positions

#25Oregon Pacific Wealth Management, LLCPassive

Some overlap · 4 shared positions

$BKNG $IQV $DIS $GD

$107M

115 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.