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 Kerusso

13F Portfolio OverlapQ1 2026Kerusso portfolio →

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Most similar hedge funds by 13F overlap

Kerusso Capital Management LLC is an institutional investor managing $200M across 53 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 Kerusso are Integras Partners, GREATMARK INVESTMENT PARTNERS,, Verity & Verity,, with shared positions in $GILD, $LNG, $AMGN, $BMY, $LMT, $SYY. The full ranking of 25 similar funds is below.

#1Integras Partners LLCPassive

Notable overlap · 7 shared positions

$GILD $LNG $AMGN $BMY $LMT $SYY

$152M

69 positions

#2GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 6 shared positions

$DVN $AXP $AMGN $LOW $AMP $KO

$854M

145 positions

#3Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$GILD $AMGN $VZ $PFE $PFH $LMT

$1.3B

138 positions

#4Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$GILD $AMGN $LMT $PFG $LOW $AMP

$105M

62 positions

#5Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$GILD $AMGN $VZ $BMY $KO $LMT

$240M

278 positions

#6Aristotle Capital Management, LLCActive

Notable overlap · 6 shared positions

$WSM $AMGN $VZ $AMP $LOW $KO

$47.8B

191 positions

#7Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$VZ $SHW $EOG $LMT $PFE $KO

$139M

62 positions

#8Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $LOW $AXP $LMT $TJX $KO

$272M

95 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$BMY $PFE $LMT $KO $GILD $AMGN

$1.4B

56 positions

#10Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$AXP $LMT $AMGN $SYY $VZ $PFE

$170M

82 positions

#11SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AXP $VZ $PFE $SLB $KO

$788M

47 positions

#12Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$EOG $AXP $LOW $CG $PFH

$695M

159 positions

#13DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$AMGN $LOW $WSM $SHW $AMP $TJX

$501M

138 positions

#14DMKC Advisory Services, LLCPassive

Notable overlap · 6 shared positions

$PFG $MMM $LMT $SYY $PFE $LOW

$240M

84 positions

#15Nepsis Inc.Active

Notable overlap · 4 shared positions

$DVN $EOG $AMGN $BMY

$299M

29 positions

#16ATWOOD & PALMER INCPassive

Notable overlap · 5 shared positions

$GILD $URI $LMT $AMP $LOW

$1.8B

531 positions

#17CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$AXP $EOG $VZ $KO $AMGN

$140M

72 positions

#18CAMBIAR INVESTORS LLCActive

Notable overlap · 5 shared positions

$SLB $AXP $BMY $SYY $TJX

$2.2B

145 positions

#19Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$AMGN $VZ $BMY $PFE $KO

$223M

109 positions

#20Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$DVN $AMGN $LMT $EOG $AMCR

$184M

32 positions

#21Insight Inv LLCPassive

Notable overlap · 5 shared positions

$AXP $WSM $EOG $AMGN $TJX

$183M

104 positions

#22BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$AMGN $VZ $LMT $KO $AXP $SYY

$480M

133 positions

#23WRIGHT INVESTORS SERVICE INCPassive

Notable overlap · 7 shared positions

$GILD $BMY $KO $AXP $AMGN $PFE

$318M

148 positions

#24OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$GILD $BMY $LMT $KO $MMM $VZ

$193M

108 positions

#25Allied Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$LOW $MMM $LMT $PFE $SYY

$697M

100 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.