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 Ransom Advisory, Ltd

13F Portfolio OverlapQ4 2025Ransom Advisory, Ltd portfolio →

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Most similar hedge funds by 13F overlap

Ransom Advisory, Ltd is an institutional investor managing $254M across 433 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ransom Advisory, Ltd are Walsky Investment ,, Community Financial Services Group,, BERKSHIRE ASSET /PA, with shared positions in $ETN, $MCD, $HON, $LOW, $PNC, $WFC. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$ETN $MCD $HON $LOW $PNC $WFC

$98M

50 positions

#2Community Financial Services Group, LLCPassive

Some overlap · 8 shared positions

$ETN $BAC $MCD $PNC $LOW $NEE

$568M

460 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 8 shared positions

$MCD $HON $BAC $LOW $PNC $WFC

$2.3B

264 positions

#4FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$ETN $MCD $HON $BAC $NEE $C

$5.0B

201 positions

#5LYNCH & ASSOCIATES/INPassive

Some overlap · 7 shared positions

$MCD $HON $BAC $LOW $NEE $EMR

$533M

126 positions

#6Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$ETN $HON $BAC $PNC $WFC $C

$685M

380 positions

#7Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$MCD $HON $LOW $TMO $AXP $EMR

$272M

95 positions

#8DOVER ADVISORS, LLCPassive

Some overlap · 6 shared positions

$ETN $HON $LOW $NEE $TMO $AXP

$242M

159 positions

#9Haverford Trust CoActive

Some overlap · 6 shared positions

$ETN $HON $LOW $TMO $NEE $MCD

$10.9B

419 positions

#10SEARLE & CO.Passive

Some overlap · 6 shared positions

$MCD $HON $BAC $ETN $AXP $NEE

$398M

194 positions

#11EASTERN BANKPassive

Some overlap · 7 shared positions

$ETN $BAC $NEE $PNC $MCD $AXP

$6.5B

1,038 positions

#12Rayburn West Financial Services LLCPassive

Some overlap · 7 shared positions

$MCD $BAC $PNC $AXP $WFC $C

$170M

82 positions

#13Mystic Asset Management, Inc.Passive

Some overlap · 6 shared positions

$ETN $BAC $MCD $LOW $C $LMT

$431M

218 positions

#14InTrack Investment Management IncPassive

Some overlap · 6 shared positions

$ETN $MCD $NEE $LOW $C $NKE

$175M

108 positions

#15PIONEER TRUST BANK N A/ORPassive

Some overlap · 6 shared positions

$MCD $HON $LOW $NEE $ETN $NKE

$412M

83 positions

#16MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 7 shared positions

$LOW $TMO $PNC $NEE $WFC $LMT

$1.1B

105 positions

#17Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$MCD $HON $ETN $NEE $AXP $LMT

$218M

69 positions

#18Ark Wealth Advisors LLCPassive

Some overlap · 7 shared positions

$MCD $LOW $NEE $AXP $EMR $LMT

$101M

80 positions

#19Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$MCD $HON $LOW $TMO $EMR $LMT

$353M

78 positions

#20RE ADVISERS CORPActive

Some overlap · 5 shared positions

$ETN $MCD $HON $BAC $C

$3.7B

111 positions

#21S-Bank Fund Management LtdActive

Some overlap · 6 shared positions

$MCD $BAC $TMO $NEE $WFC $EMR

$671M

178 positions

#22PLIMOTH TRUST CO LLCPassive

Some overlap · 6 shared positions

$MCD $BAC $ETN $NEE $LOW $AXP

$447M

173 positions

#23Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$ETN $HON $LOW $TMO $NEE

$336M

46 positions

#24Cetera Trust Company, N.APassive

Some overlap · 6 shared positions

$HON $BAC $TMO $NEE $MET $WFC

$177M

351 positions

#25Kennebec Savings BankPassive

Some overlap · 6 shared positions

$MCD $HON $ETN $NEE $TMO $LMT

$111M

249 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.