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 InvesTrust

13F Portfolio OverlapQ1 2026InvesTrust portfolio →

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Most similar hedge funds by 13F overlap

InvesTrust is an institutional investor managing $260M across 95 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 InvesTrust are LifePlan Financial,, HAMEL ASSOCIATES,, Exeter Financial,, with shared positions in $SSL, $HLT, $CTVA, $VZ, $USB, $SLB. The full ranking of 25 similar funds is below.

#1LifePlan Financial, LLCActive

Notable overlap · 9 shared positions

$SSL $HLT $CTVA $VZ $USB $SLB

$135M

83 positions

#2HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$SSL $HLT $MCD $VZ $ITW $KO

$351M

81 positions

#3Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$MCD $IBM $VZ $TGT $USB $APD

$245M

98 positions

#4SONATA CAPITAL GROUP INCActive

Notable overlap · 9 shared positions

$SSL $CTVA $HLT $SNOW $KKR $USB

$271M

123 positions

#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Active

Notable overlap · 5 shared positions

$SSL $HLT $MCD $VZ $TGT

$187M

55 positions

#6Sound View Wealth Advisors Group, LLCPassive

Notable overlap · 6 shared positions

$SSL $HLT $BMY $KKR $KO $IBM

$1.5B

422 positions

#7Wilkins Miller Wealth Management, LLCActive

Notable overlap · 6 shared positions

$SNOW $HLT $SSL $KKR $KO $PM

$165M

89 positions

#8NOVEM GROUPPassive

Notable overlap · 6 shared positions

$SNOW $HLT $SSL $KKR $TGT $USB

$873M

437 positions

#9Signature Wealth Management GroupPassive

Notable overlap · 6 shared positions

$HLT $SSL $TGT $BMY $IBM $MCD

$263M

128 positions

#10Winthrop Partners - WNY, LLCActive

Notable overlap · 6 shared positions

$SSL $HLT $APD $VZ $KKR $PM

$188M

87 positions

#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$MCD $PM $WFC $IBM $VZ $KO

$220M

148 positions

#12STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Notable overlap · 8 shared positions

$WFC $NUE $APD $ITW $KO $DIS

$126.9B

113 positions

#13KANAWHA CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$MCD $ADP $IBM $ITW $APD $KO

$1.4B

221 positions

#14Cornerstone Planning, LLCPassive

Notable overlap · 5 shared positions

$SSL $HLT $VZ $KO $IBM

$443M

141 positions

#15Aristotle Capital Management, LLCActive

Notable overlap · 6 shared positions

$CTVA $WFC $APD $VZ $USB $KO

$47.8B

191 positions

#16WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$CTVA $NTRS $ADP $IBM $MMM $SLB

$698M

119 positions

#17Corundum Group, Inc.Active

Notable overlap · 7 shared positions

$SNOW $CTVA $MMM $BMY $USB $INTC

$299M

108 positions

#18Summit Asset Management, LLCActive

Notable overlap · 5 shared positions

$SSL $HLT $USB $KO $IBM

$719M

172 positions

#19BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 8 shared positions

$MCD $IBM $KO $INTC $DIS $ADP

$134M

211 positions

#20MONARCH CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$MCD $ADP $MMM $USB $KO $APD

$409M

127 positions

#21Houlihan Financial Resource Group, Ltd.Active

Notable overlap · 6 shared positions

$SSL $HLT $SNOW $USB $IBM $CTVA

$257M

109 positions

#22Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$PM $VZ $MCD $BMY $ITW $KO

$240M

278 positions

#23EIGHT 31 FINANCIAL, LLCActive

Notable overlap · 6 shared positions

$SSL $HLT $SHEL $CTVA $SNOW $KO

$166M

72 positions

#24Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$MCD $PM $NUE $IBM $TGT $KO

$245M

83 positions

#25Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$SNOW $MCD $IBM $KO $SBUX

$353M

78 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.