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 Commonwealth Retirement Investments

13F Portfolio OverlapQ3 2026Commonwealth Retirement Investments portfolio →

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Most similar hedge funds by 13F overlap

Commonwealth Retirement Investments LLC is an institutional investor managing $370M across 129 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Commonwealth Retirement Investments are Center for Wealth Advisory, MATRIX ASSET ADVISORS, Focused Investors, with shared positions in $MS, $LMT, $PEP, $CCZ, $MO, $ADP. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$MS $LMT $PEP $CCZ $MO $ADP

$161M

62 positions

#2MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$PEP $MS $LMT $CCZ $AMGN $ADP

$1.2B

100 positions

#3Focused Investors LLCActive

Notable overlap · 5 shared positions

$PEP $LMT $MS $MRSH $TJX

$3.0B

23 positions

#4Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$MO $PEP $LMT $HPQ $AMGN $TROW

$263M

373 positions

#5Union Heritage Capital, LLCPassive

Notable overlap · 7 shared positions

$MS $LMT $PEP $KLAC $COP $AMGN

$295M

65 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$MS $LMT $MET $CCZ $PEP $COP

$1.3B

58 positions

#7McKinney Capital Management, LLCActive

Notable overlap · 9 shared positions

$MO $RF $MET $HPQ $KLAC $CCZ

$254M

87 positions

#8Buck Wealth Strategies, LLCPassive

Notable overlap · 6 shared positions

$LMT $HPQ $ALL $CCZ $INTU $AMGN

$956M

1,170 positions

#9BCWM, LLCPassive

Notable overlap · 4 shared positions

$LMT $MO $PEP $CCZ

$342M

57 positions

#10Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$MS $PEP $LMT $CCZ $AMGN $ADP

$158M

78 positions

#11Exeter Financial, LLCPassive

Some overlap · 7 shared positions

$PEP $LMT $AFL $COP $AMGN $TROW

$265M

100 positions

#12RNC CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$PEP $MO $LMT $CCZ

$2.4B

181 positions

#13P.A.W. CAPITAL CORPPassive

Some overlap · 6 shared positions

$MS $PEP $MO $AMGN $PFH $ADP

$133M

66 positions

#14Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$MS $PEP $LMT $MRSH $TJX $ADP

$455M

118 positions

#15Optimist Retirement Group LLCActive

Some overlap · 6 shared positions

$MO $HPQ $PEP $LMT $KLAC $BBY

$259M

118 positions

#16Investmark Advisory Group LLCPassive

Some overlap · 3 shared positions

$PEP $LMT $MO

$308M

171 positions

#17Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 7 shared positions

$LMT $MET $CCZ $AFL $AMGN $PFH

$111M

62 positions

#18Baugh & Associates, LLCActive

Some overlap · 4 shared positions

$MS $MO $PEP $COP

$221M

41 positions

#19Willis Investment CounselActive

Some overlap · 6 shared positions

$LMT $PEP $AFL $COP $TSCO $ADP

$2.0B

128 positions

#20Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $LMT $KLAC $AMGN $TJX

$292M

99 positions

#21EDMP, INC.Passive

Some overlap · 6 shared positions

$MO $PEP $AFL $AMGN $BBY $PFH

$130M

74 positions

#22Kinloch Capital, LLCPassive

Some overlap · 5 shared positions

$MO $PEP $AFL $TROW $ADP

$274M

79 positions

#23Sylvest Advisors, LLCActive

Some overlap · 7 shared positions

$MO $CCZ $MRSH $INTU $AMGN $TROW

$224M

78 positions

#24ALLEN WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$LMT $PEP $AMGN $TROW

$205M

60 positions

#25Insight Inv LLCPassive

Some overlap · 5 shared positions

$MS $PEP $ALL $AMGN $TJX

$210M

108 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.