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 OverlapQ1 2026Cherokee Insurance portfolio →

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Most similar hedge funds by 13F overlap

Cherokee Insurance Co is an institutional investor managing $263M across 121 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 Cherokee Insurance are William B. Walkup & Associates,, Empyrean Partners,, ADAMS NATURAL RESOURCES FUND,, with shared positions in $EMN, $AZO, $VLO, $COP, $PSX, $MS. The full ranking of 25 similar funds is below.

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

Notable overlap · 10 shared positions

$EMN $AZO $VLO $COP $PSX $MS

$167M

163 positions

#2Empyrean Capital Partners, LPPassive

Notable overlap · 6 shared positions

$MPC $UNP $NSC $PSX $BTI $SHEL

$3.1B

124 positions

#3ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 6 shared positions

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

$863M

54 positions

#4DCM Advisors, LLCActive

Notable overlap · 6 shared positions

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

$220M

38 positions

#5Recurrent Investment Advisors LLCActive

Notable overlap · 7 shared positions

$OKE $MPC $EPD $PSX $EMN $COP

$1.7B

67 positions

#6Horrell Capital Management, Inc.Active

Notable overlap · 5 shared positions

$FDX $AZO $UNP $LOW $NUE

$219M

194 positions

#7FOUNDERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$FDX $CSX $UNP $LOW

$608M

74 positions

#8EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$FDX $COP $UNP $PFE $MS

$1.4B

56 positions

#9Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$FDX $COP $PFE $MS $MO $__PARK_1390777

$139M

62 positions

#10Tribune Investment Group LPActive

Notable overlap · 3 shared positions

$FDX $CSX $UNP

$261M

30 positions

#11Estabrook Capital ManagementPassive

Notable overlap · 6 shared positions

$COP $UNP $PFE $CP $NSC $__PARK_1390777

$685M

380 positions

#12Good Steward Wealth Advisors,LLCPassive

Notable overlap · 7 shared positions

$OKE $COP $UNP $VLO $MPC $AEP

$156M

68 positions

#13MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$COP $EPD $EMN $PSX $ORI $__PARK_1390777

$3.7B

138 positions

#14Barnett & Company, Inc.Passive

Notable overlap · 5 shared positions

$OKE $COP $PFE $UNP $CSX

$129M

88 positions

#15MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 4 shared positions

$MPC $COP $EPD $MO

$176M

81 positions

#16Advisory Resource GroupPassive

Notable overlap · 5 shared positions

$COP $OKE $VLO $PSX $MS

$581M

172 positions

#17SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Some overlap · 6 shared positions

$MPC $VLO $PSX $EPD $COP $OKE

$507M

306 positions

#18Huber Capital Management LLCPassive

Some overlap · 5 shared positions

$FDX $FHN $PFE $SHEL $AEP

$647M

99 positions

#19Cambridge Financial Group, Inc.Active

Some overlap · 3 shared positions

$FDX $OKE $VLO

$267M

33 positions

#20Harrison Street Private Wealth LLCActive

Some overlap · 4 shared positions

$CSX $UNP $ED $AEP

$76M

21 positions

#21Scissortail Wealth Management, LLCPassive

Some overlap · 5 shared positions

$COP $MPC $UNP $PSX $HCA

$498M

115 positions

#22Mader & Shannon Wealth Management, Inc.Active

Some overlap · 4 shared positions

$MPC $KNX $VLO $PSX

$216M

20 positions

#23CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 4 shared positions

$OKE $MPC $EPD $PSX

$2.0B

66 positions

#24Ausbil Investment Management LtdPassive

Some overlap · 3 shared positions

$CSX $OKE $NSC

$201M

63 positions

#25CrossGen Wealth, LLCPassive

Some overlap · 4 shared positions

$MPC $UNP $VLO $PSX

$114M

200 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.