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 Applied Finance ,

13F Portfolio OverlapQ1 2026Applied Finance , portfolio →

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Most similar hedge funds by 13F overlap

Applied Finance Capital Management, LLC is an institutional investor managing $1.3B across 218 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 Applied Finance , are Atlantic Edge Private Wealth ,, Cornerstone Investment Partners,, PATTON ALBERTSON MILLER GROUP,, with shared positions in $KLAC, $COP, $PWR, $MCK, $DRI, $CMI. The full ranking of 25 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 14 shared positions

$KLAC $COP $PWR $MCK $DRI $CMI

$407M

601 positions

#2Cornerstone Investment Partners, LLCActive

Notable overlap · 8 shared positions

$AMAT $KLAC $TRV $CMI $URI $MCK

$2.4B

291 positions

#3PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 11 shared positions

$KLAC $PWR $AMAT $WAB $VLO $MCK

$842M

212 positions

#4William B. Walkup & Associates, Inc.Active

Notable overlap · 8 shared positions

$TRV $VLO $LOW $COP $DHI $VZ

$167M

163 positions

#5Persium Advisors, LLCActive

Notable overlap · 6 shared positions

$VZ $IBM $AMAT $COP $UNP $MET

$127M

60 positions

#6PEDDOCK CAPITAL ADVISORS, LLCActive

Notable overlap · 11 shared positions

$COP $PWR $MCK $CMI $KLAC $BAC

$453M

166 positions

#7Eley Financial Management, IncActive

Notable overlap · 11 shared positions

$LOW $UNP $CMI $FISV $MCK $AMP

$250M

66 positions

#8Glassy Mountain Advisors, Inc.Passive

Notable overlap · 6 shared positions

$AMAT $LOW $BAC $DIS $URI $ADBE

$322M

77 positions

#9EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 7 shared positions

$KLAC $AMAT $CMI $VZ $CBRE $DIS

$688M

158 positions

#10Harbor Island Capital LLCActive

Notable overlap · 4 shared positions

$AMAT $KLAC $HPQ $BAC

$269M

16 positions

#11FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 5 shared positions

$VZ $HPQ $ADBE $COP $LKQ

$889M

55 positions

#12Guinness Atkinson Asset Management IncPassive

Notable overlap · 4 shared positions

$AMAT $KLAC $ADBE $ROP

$200M

123 positions

#13Robinson Value Management, Ltd.Passive

Notable overlap · 6 shared positions

$ADBE $DIS $COP $DHI $TGT $FISV

$180M

73 positions

#14Summit Street Capital Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $AMAT $HPQ $VLO

$707M

31 positions

#15Longbow Finance SAPassive

Notable overlap · 6 shared positions

$KLAC $TRV $WAB $VLO $PWR $MCK

$552M

55 positions

#16DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$DIS $COP $ADBE $UNP $BAC $MET

$16.0B

187 positions

#17Capital Investment Services of America, Inc.Active

Notable overlap · 6 shared positions

$ROP $COP $PWR $WAB $ADBE $FISV

$958M

80 positions

#18Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$VZ $IBM $TGT $TRV $BAC $COP

$245M

98 positions

#19Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$VZ $IBM $BAC $TGT $VLO $CMI

$223M

109 positions

#20CONNING INC.Passive

Notable overlap · 7 shared positions

$COP $VLO $VZ $CMI $UNP $IBM

$3.0B

311 positions

#21TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 5 shared positions

$KLAC $LOW $VLO $IBM $MCK

$182M

115 positions

#22Gibraltar Capital Management, Inc.Active

Notable overlap · 6 shared positions

$ADBE $KLAC $WAB $BAC $DHI $STZ

$581M

125 positions

#23Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$ADBE $LOW $CMI $IBM $AMAT $FISV

$695M

159 positions

#24Saranac Partners LtdPassive

Notable overlap · 6 shared positions

$AMAT $ADBE $COP $BAC $FISV $DIS

$234M

103 positions

#25BALDWIN WEALTH PARTNERS LLC/MAActive

Notable overlap · 6 shared positions

$KLAC $IBM $URI $UNP $PWR $MCK

$1.4B

222 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.