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 Concord Asset

13F Portfolio OverlapQ2 2026Concord Asset portfolio →

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Most similar hedge funds by 13F overlap

Concord Asset Management, LLC/VA is an institutional investor managing $646M across 126 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 Concord Asset are Concord Wealth Partners, EDGAR LOMAX, Signet Investment Advisory Group, with shared positions in $NEE, $LMT, $MS, $CVS, $STLD, $ETN. The full ranking of 25 similar funds is below.

#1Concord Wealth PartnersPassive

Notable overlap · 13 shared positions

$NEE $LMT $MS $CVS $STLD $ETN

$873M

885 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $MS $CVS $LMT $UNP $COP

$1.3B

58 positions

#3Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$NEE $CVS $ETN $COP $AMGN $LMT

$227M

73 positions

#4OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 6 shared positions

$NEE $LMT $ETN $COP $TFC $AMGN

$329M

323 positions

#5FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$NEE $LMT $ETN $COP $AMGN $UNP

$5.3B

210 positions

#6Oak Harvest Investment ServicesPassive

Some overlap · 6 shared positions

$MS $ETN $UNP $KLAC $AMGN $MRVL

$1.1B

168 positions

#7BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$NEE $LMT $CVS $KLAC $AMGN

$404M

99 positions

#8Granite Group Advisors, LLCActive

Some overlap · 5 shared positions

$NEE $MS $LMT $AMGN $DIS

$169M

84 positions

#9Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$MS $LMT $ETN $UNP $AMGN

$856M

89 positions

#10WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$NEE $LMT $CVS $DIS $AMGN $ETN

$1.3B

73 positions

#11Parkside Investments, LLCActive

Some overlap · 5 shared positions

$NEE $CVS $UNP $COP $DIS

$902M

91 positions

#12Union Heritage Capital, LLCPassive

Some overlap · 5 shared positions

$MS $LMT $COP $KLAC $AMGN

$295M

65 positions

#13Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $LMT $CVS $AMGN $KLAC

$297M

103 positions

#14First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$NEE $LMT $UNP $AMGN $DIS

$529M

75 positions

#15Fiduciary Alliance LLCPassive

Some overlap · 5 shared positions

$MS $NEE $COP $ETN $AMGN

$1.5B

535 positions

#16AMERICAN NATIONAL BANK & TRUSTPassive

Some overlap · 6 shared positions

$LMT $KLAC $UNP $AMGN $NEE $DIS

$1.2B

631 positions

#17Nordwand Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $ETN $UNP $AMGN $MRVL

$652M

146 positions

#18FIRST NATIONAL BANK OF OMAHAPassive

Some overlap · 7 shared positions

$KLAC $NEE $MRVL $ETN $DIS $UNP

$3.5B

505 positions

#19FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$NEE $MS $LMT $UNP

$383M

74 positions

#20Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$NEE $MS $LMT $UNP

$467M

118 positions

#21Lipe & DaltonPassive

Some overlap · 5 shared positions

$MS $ETN $CVS $AMGN $LMT

$215M

94 positions

#22Chesapeake Wealth ManagementPassive

Some overlap · 5 shared positions

$NEE $MS $KLAC $UNP $AMGN

$357M

168 positions

#23WOLFF WIESE MAGANA LLCPassive

Some overlap · 5 shared positions

$MS $UNP $KLAC $AMGN $MRVL

$217M

1,027 positions

#24Commonwealth Retirement Investments LLCPassive

Some overlap · 5 shared positions

$MS $LMT $KLAC $COP $AMGN

$368M

417 positions

#25Clifford Group, LLCSmart money

Some overlap · 5 shared positions

$MS $UNP $NEE $ETN $KLAC

$145M

86 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.