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 Cherokee Insurance

13F Portfolio OverlapQ2 2026Cherokee Insurance portfolio →

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Most similar hedge funds by 13F overlap

Cherokee Insurance Co is an institutional investor managing $259M across 124 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 Cherokee Insurance are William B. Walkup & Associates, Slate Path, Horrell, with shared positions in $AZO, $MS, $EMN, $VLO, $COP, $NUE. The full ranking of 25 similar funds is below.

#1William B. Walkup & Associates, Inc.Passive

Notable overlap · 11 shared positions

$AZO $MS $EMN $VLO $COP $NUE

$208M

258 positions

#2Slate Path Capital LPActive

Notable overlap · 5 shared positions

$CSX $IP $KNX $UNP $NUE

$7.2B

40 positions

#3Horrell Capital Management, Inc.Active

Notable overlap · 5 shared positions

$FDX $UNP $AZO $NUE $LOW

$189M

197 positions

#4Stolper CoPassive

Notable overlap · 6 shared positions

$OKE $UNP $MS $PSX $BNY $MO

$387M

90 positions

#5Scissortail Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$UNP $MPC $COP $HCA $PSX $OKE

$520M

106 positions

#6Empyrean Capital Partners, LPPassive

Notable overlap · 5 shared positions

$UNP $NSC $MPC $BTI $PSX

$3.0B

122 positions

#7FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$FDX $CSX $UNP $LOW

$684M

81 positions

#8TECTONIC ADVISORS LLCPassive

Notable overlap · 6 shared positions

$OKE $EPD $ED $KNX $PFE $MO

$2.2B

277 positions

#9DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$CSX $MPC $MS $PFE $PSX $COP

$253M

38 positions

#10ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 6 shared positions

$MPC $OKE $COP $VLO $NUE $PSX

$857M

50 positions

#11EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$FDX $UNP $COP $MS $PFE

$1.3B

58 positions

#12Maj Invest Holding A/SActive

Notable overlap · 5 shared positions

$CSX $UNP $HCA $LOW $PFE

$2.2B

40 positions

#13Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$OKE $IP $PFE $PSX $VLO

$116M

172 positions

#14VAUGHAN & Co SECURITIES, INC.Smart money

Some overlap · 5 shared positions

$OKE $EMN $PFE $VLO $UNP

$213M

61 positions

#15Ausbil Investment Management LtdPassive

Some overlap · 3 shared positions

$CSX $NSC $OKE

$199M

66 positions

#16Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$UNP $COP $CP $PFE $NSC $BNY

$739M

344 positions

#17Harrison Street Private Wealth LLCActive

Some overlap · 3 shared positions

$CSX $UNP $ED

$73M

21 positions

#18Recurrent Investment Advisors LLCActive

Some overlap · 7 shared positions

$OKE $EPD $MPC $PSX $EMN $NUE

$1.6B

71 positions

#19Barnett & Company, Inc.Passive

Some overlap · 5 shared positions

$OKE $COP $PFE $UNP $CSX

$135M

86 positions

#20PINNBROOK CAPITAL MANAGEMENT LPPassive

Some overlap · 3 shared positions

$CSX $MPC $KNX

$938M

103 positions

#21Guilbault Capital LLCActive

Some overlap · 6 shared positions

$UNP $MS $BTI $MO $OKE $MPC

$100M

73 positions

#22Smith Partners Wealth Management, LLCActive

Some overlap · 4 shared positions

$CSX $NSC $MO $LOW

$126M

73 positions

#23COWA, LLCPassive

Some overlap · 4 shared positions

$OKE $EPD $COP $PSX

$399M

181 positions

#24BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$CSX $OKE $BTI $NUE $BNY

$405M

98 positions

#25Myriad Asset Management US LPActive

Some overlap · 5 shared positions

$UNP $CSX $MS $VLO $NUE

$72M

52 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.