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 SWP Investment

13F Portfolio OverlapQ2 2026SWP Investment portfolio →

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Most similar hedge funds by 13F overlap

SWP Investment Management LLC is an institutional investor managing $145M across 43 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 SWP Investment are BRIAN LOW FINANCIAL GROUP, Strategic Wealth Partners, Ltd., Athena Wealth, with shared positions in $PLD, $PM, $URI, $AZN, $C, $PNC. The full ranking of 25 similar funds is below.

#1BRIAN LOW FINANCIAL GROUP, LLCPassive

Substantial overlap · 23 shared positions

$PLD $PM $URI $AZN $C $PNC

$171M

116 positions

#2Strategic Wealth Partners, Ltd.Passive

Substantial overlap · 20 shared positions

$PLD $PM $URI $AZN $PNC $BX

$1.6B

1,462 positions

#3Athena Wealth Management, LLCActive

Notable overlap · 7 shared positions

$C $FCX $PM $URI $NEE $AZN

$134M

104 positions

#4CRAWFORD INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$PM $AZN $PNC $MDT $AXP $BLK

$6.0B

306 positions

#5TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$PM $BKNG $MDT $BDX $ENB $BLK

$143M

104 positions

#6THORNBURG INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$C $AZN $FCX $MDT $ENB $BKNG

$10.5B

139 positions

#7ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TJX $AZN $EMR $PNC $DLR $PLD

$713M

97 positions

#8Brentview Investment Management LLCActive

Notable overlap · 5 shared positions

$PM $TJX $NEE $UNP $BLK

$253M

63 positions

#9Foyston, Gordon, & Payne IncPassive

Notable overlap · 5 shared positions

$PM $AXP $BKNG $UNP $BDX

$468M

68 positions

#10FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$BX $NEE $C $BLK $MDT $UNP

$5.3B

210 positions

#11Parkside Investments, LLCActive

Notable overlap · 5 shared positions

$C $NEE $BX $FCX $UNP

$902M

91 positions

#12Beech Hill Advisors, Inc.Passive

Notable overlap · 6 shared positions

$BX $NEE $DLR $FCX $TJX $MDT

$226M

97 positions

#13Hosking Partners LLPActive

Notable overlap · 5 shared positions

$C $AXP $BKNG $FCX $DAL

$3.0B

98 positions

#14CAMBIAR INVESTORS LLCActive

Notable overlap · 5 shared positions

$AXP $DAL $PNC $MDT $UNP

$2.3B

150 positions

#15First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 5 shared positions

$PM $NEE $BLK $UNP $BX

$529M

75 positions

#16Renaissance Investment Group LLCPassive

Notable overlap · 5 shared positions

$URI $TJX $BKNG $NEE $UNP

$508M

84 positions

#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$PM $C $MDT $UNP $PLD

$233M

122 positions

#18Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$C $PM $NEE $MDT $BDX

$10.2B

208 positions

#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$EMR $BX $BLK $DRI $MDT

$201M

57 positions

#20ProVise Management Group, LLCPassive

Notable overlap · 6 shared positions

$PM $MDT $BKNG $BLK $BDX $ENB

$1.5B

282 positions

#21Wesleyan Assurance SocietyActive

Notable overlap · 7 shared positions

$C $URI $FCX $BKNG $AXP $EMR

$2.0B

109 positions

#22M. Kulyk & Associates, LLCActive

Notable overlap · 6 shared positions

$AXP $PNC $NEE $BLK $PLD $BDX

$613M

113 positions

#23Mirabaud Asset Management LtdPassive

Notable overlap · 6 shared positions

$NEE $AZN $TJX $AXP $FCX $MDT

$120M

49 positions

#24JB Capital LLCActive

Notable overlap · 5 shared positions

$PLD $EMR $AZN $PNC $MDT

$2.9B

280 positions

#25Insight Inv LLCPassive

Notable overlap · 5 shared positions

$AXP $C $PNC $TJX $EMR

$212M

109 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.