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 OverlapQ3 2026Kerusso portfolio →

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Most similar hedge funds by 13F overlap

Kerusso Capital Management LLC is an institutional investor managing $306M across 59 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 Kerusso are Insight Inv, GREATMARK INVESTMENT PARTNERS, Weaver C. Barksdale & Associates, with shared positions in $WSM, $AXP, $AMGN, $EOG, $QCOM, $TJX. The full ranking of 25 similar funds is below.

#1Insight Inv LLCPassive

Notable overlap · 8 shared positions

$WSM $AXP $AMGN $EOG $QCOM $TJX

$210M

108 positions

#2GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 6 shared positions

$AXP $QCOM $DVN $AMGN $LOW $AMP

$906M

153 positions

#3Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$PFG $GILD $AMGN $QCOM $MET $AMP

$111M

62 positions

#4Stone Summit Wealth LLCPassive

Notable overlap · 7 shared positions

$AXP $QCOM $GILD $PEP $LOW $BMY

$370M

137 positions

#5Aristotle Capital Management, LLCActive

Notable overlap · 6 shared positions

$WSM $QCOM $AMGN $AMP $VZ $LOW

$47.7B

212 positions

#6Unison Advisors LLCActive

Notable overlap · 8 shared positions

$SYF $PFG $QCOM $MET $EOG $PFH

$1.4B

173 positions

#7Cairn Investment Group, Inc.Active

Notable overlap · 8 shared positions

$QCOM $EOG $GILD $PEP $SYY $AXP

$227M

65 positions

#8Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$AXP $SHW $TJX $QCOM $PEP $GILD

$455M

118 positions

#9Shelter Mutual Insurance CoActive

Notable overlap · 6 shared positions

$AXP $QCOM $PEP $LOW $GILD $BMY

$473M

58 positions

#10Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$GILD $AMGN $PEP $VZ $MET $PFH

$1.5B

139 positions

#11Stockman Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$AXP $QCOM $PEP $SYY $VZ

$960M

178 positions

#12P.A.W. CAPITAL CORPPassive

Notable overlap · 6 shared positions

$AMGN $MMM $BMY $VZ $PFH $PEP

$133M

66 positions

#13EDMP, INC.Passive

Notable overlap · 7 shared positions

$AMGN $AMP $BMY $VZ $MMM $PEP

$130M

74 positions

#14Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$AXP $LOW $PFH $CG $EOG $PEP

$673M

158 positions

#15Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$DVN $TROW $AMGN $PEP $VZ $PFG

$279M

73 positions

#16Integras Partners LLCPassive

Notable overlap · 5 shared positions

$GILD $LNG $AMGN $SYY $BMY

$181M

100 positions

#17Hudson Capital Management LLCPassive

Notable overlap · 5 shared positions

$QCOM $GILD $BMY $PFH $VST

$405M

78 positions

#18Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$QCOM $EOG $PEP $BMY $VZ

$455M

57 positions

#19InvesTrustPassive

Notable overlap · 6 shared positions

$MMM $MET $PEP $BMY $VZ $AXP

$247M

91 positions

#20DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

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

$517M

137 positions

#21DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$PFG $MMM $SYY $LOW $PEP

$530M

92 positions

#22NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 4 shared positions

$AXP $QCOM $GILD $LOW

$843M

131 positions

#23Kensington Investment Counsel, LLCPassive

Notable overlap · 5 shared positions

$WSM $QCOM $AMGN $PEP $SHW

$230M

85 positions

#24Bull Street Advisors, LLCPassive

Notable overlap · 5 shared positions

$AMGN $AXP $SYY $TJX $PEP

$221M

92 positions

#25Ironwood Investment Counsel, LLCPassive

Notable overlap · 6 shared positions

$AXP $SYY $QCOM $AMGN $LOW $PEP

$762M

267 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.