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 SGL Investment Advisors,

13F Portfolio OverlapQ1 2026SGL Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

SGL Investment Advisors, Inc. is an institutional investor managing $266M across 126 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 SGL Investment Advisors, are SFE Investment Counsel, PRING TURNER GROUP, Allen Mooney & Barnes Investment Advisors, with shared positions in $PANW, $CMI, $USB, $IBM, $LHX, $ETN. The full ranking of 25 similar funds is below.

#1SFE Investment CounselPassive

Notable overlap · 8 shared positions

$PANW $CMI $USB $IBM $LHX $ETN

$635M

143 positions

#2PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$CMI $TXN $ETN $PSA $SCHW

$166M

72 positions

#3Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$CMI $LHX $ADBE $IBM $SCHW $AMAT

$695M

159 positions

#4CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$PANW $ETN $USB $SCHW $AMD $AMAT

$180M

58 positions

#5Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Notable overlap · 7 shared positions

$PANW $TXN $ADBE $SNOW $MU $AMD

$194M

146 positions

#6Palisade Asset Management, LLCActive

Notable overlap · 6 shared positions

$IBM $LHX $USB $TXN $TRV $TSCO

$996M

195 positions

#7Lynch Asset Management, Inc.Active

Notable overlap · 5 shared positions

$CMI $PANW $ETN $IBM $AMD

$298M

51 positions

#8AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 5 shared positions

$TXN $PANW $ETN $IBM $AMAT

$1.4B

114 positions

#9Palmer Knight CoPassive

Some overlap · 5 shared positions

$TXN $TRV $ADBE $KR $AMAT

$205M

32 positions

#10Somerset Group LLCActive

Some overlap · 5 shared positions

$PANW $USB $TXN $SNOW $TRV

$135M

59 positions

#11BOWEN HANES & CO INCActive

Some overlap · 4 shared positions

$TXN $PANW $ETN $SCHW

$4.1B

151 positions

#12Wallington Asset Management, LLCActive

Some overlap · 4 shared positions

$CMI $IAU $PANW $MU

$752M

61 positions

#13Applied Finance Capital Management, LLCPassive

Some overlap · 5 shared positions

$IBM $TRV $ADBE $CMI $AMAT

$1.3B

218 positions

#14Richard C. Young & CO., LTD.Active

Some overlap · 5 shared positions

$CMI $LHX $IBM $KR $MU

$1.2B

93 positions

#15KEYVANTAGE WEALTH, LLCActive

Some overlap · 5 shared positions

$IBM $TXN $USB $SCHW $AMAT

$227M

92 positions

#16LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$IAU $USB $PANW $SNOW $AMD $AMAT

$135M

83 positions

#17NovaPoint Capital, LLCPassive

Some overlap · 4 shared positions

$CMI $IBM $LHX $TXN

$399M

79 positions

#18ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$CMI $IBM $SCHW $KR $TXN

$639M

126 positions

#19Westhampton Capital, LLCPassive

Some overlap · 4 shared positions

$CMI $ETN $PANW $IBM

$214M

129 positions

#20CONNING INC.Passive

Some overlap · 6 shared positions

$USB $CMI $KR $IBM $TRV $DGX

$3.0B

311 positions

#21CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 4 shared positions

$IBM $PANW $USB $AMAT

$60M

36 positions

#22WD RUTHERFORD LLCPassive

Some overlap · 5 shared positions

$CMI $PANW $SNOW $USB $AMD

$225M

71 positions

#23MFA WEALTH ADVISORS, LLCActive

Some overlap · 5 shared positions

$IAU $USB $PANW $SNOW $AMD

$508M

88 positions

#24Hurlow Wealth Management Group, Inc.Active

Some overlap · 5 shared positions

$IAU $USB $SCHW $SNOW $LHX

$420M

120 positions

#25CMH Wealth Management LLCPassive

Some overlap · 5 shared positions

$PANW $USB $SCHW $ETN $SNOW

$583M

113 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.