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 OverlapQ2 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 Q2 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, PATTON ALBERTSON MILLER GROUP, Eley Financial, with shared positions in $KLAC, $URI, $CMI, $PWR, $TRV, $DRI. The full ranking of 25 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive

Substantial overlap · 16 shared positions

$KLAC $URI $CMI $PWR $TRV $DRI

$489M

619 positions

#2PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 10 shared positions

$KLAC $URI $CMI $PWR $VLO $WAB

$1.0B

213 positions

#3Eley Financial Management, IncPassive

Notable overlap · 10 shared positions

$KLAC $URI $CMI $UNP $AMP $LOW

$309M

72 positions

#4EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 7 shared positions

$KLAC $URI $CMI $CBRE $DIS $VZ

$808M

156 positions

#5Cornerstone Investment Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $URI $CMI $TRV $CBRE

$3.0B

312 positions

#6BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 5 shared positions

$KLAC $URI $UNP $PWR $MAR

$1.5B

234 positions

#7PEDDOCK CAPITAL ADVISORS, LLCActive

Notable overlap · 8 shared positions

$KLAC $CMI $PWR $TRV $DRI $VLO

$501M

165 positions

#8AMERICAN NATIONAL BANK & TRUSTPassive

Notable overlap · 6 shared positions

$KLAC $VLO $MAR $UNP $VZ $DIS

$1.2B

631 positions

#9Unison Advisors LLCActive

Notable overlap · 7 shared positions

$DHI $TRV $MET $VLO $CVS $ADBE

$1.4B

173 positions

#10William B. Walkup & Associates, Inc.Passive

Notable overlap · 7 shared positions

$TRV $VLO $DHI $LOW $VZ $CVS

$208M

258 positions

#11NZS Capital, LLCActive

Notable overlap · 4 shared positions

$KLAC $URI $ROP $PWR

$3.9B

61 positions

#12AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$HPQ $URI $VZ $VLO $TGT $CVS

$197M

140 positions

#13OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 4 shared positions

$KLAC $CMI $VLO $MET

$530M

275 positions

#14Gibraltar Capital Management, Inc.Active

Some overlap · 4 shared positions

$KLAC $ADBE $DHI $WAB

$650M

125 positions

#15TILIA FIDUCIARY PARTNERS, INC.

Some overlap · 4 shared positions

$KLAC $MAR $VLO $LOW

$211M

127 positions

#16Neumann Capital Management, LLCActive

Some overlap · 6 shared positions

$ROP $CMI $DIS $UNP $CVS $MAR

$151M

58 positions

#17CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 6 shared positions

$HPQ $TRV $MET $TGT $CVS $COP

$1.5B

184 positions

#18VISTA INVESTMENT PARTNERS II, LLCPassive

Some overlap · 4 shared positions

$KLAC $MAR $DRI $CVS

$255M

160 positions

#19Corsicana & Co.Passive

Some overlap · 6 shared positions

$PWR $TRV $UNP $VLO $CMI $VZ

$206M

309 positions

#20Cunning Capital Partners, LPActive

Some overlap · 3 shared positions

$KLAC $URI $PWR

$248M

55 positions

#21Kerusso Capital Management LLCPassive

Some overlap · 5 shared positions

$URI $VZ $MET $AMP $LOW

$274M

58 positions

#22Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 5 shared positions

$CMI $VZ $UNP $DRI $DIS

$251M

74 positions

#23RBA Wealth Management, LLCPassive

Some overlap · 5 shared positions

$URI $CMI $MET $APTV $ADBE

$273M

80 positions

#24MinichMacGregor Wealth Management, LLCPassive

Some overlap · 3 shared positions

$KLAC $MAR $VLO

$659M

150 positions

#25McKinney Capital Management, LLCActive

Some overlap · 4 shared positions

$KLAC $MET $HPQ $VZ

$254M

87 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.