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 OPAL

13F Portfolio OverlapQ2 2026OPAL portfolio →

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Most similar hedge funds by 13F overlap

OPAL CAPITAL LLC is an institutional investor managing $560M across 136 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 OPAL are TrueMark Investments, GQG Partners, Keystone Financial Planning, with shared positions in $PM, $BTI, $MPLX, $VZ, $NEE, $UPS. The full ranking of 25 similar funds is below.

#1TrueMark Investments, LLCPassive

Substantial overlap · 24 shared positions

$PM $BTI $MPLX $VZ $NEE $UPS

$798M

187 positions

#2GQG Partners LLCActive

Notable overlap · 10 shared positions

$PM $BTI $VZ $AEP $ENB $CI

$53.8B

102 positions

#3Keystone Financial Planning, Inc.Active

Notable overlap · 8 shared positions

$BTI $PM $VZ $UPS $CME $MO

$388M

39 positions

#4Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$PM $VZ $UPS $AEP $CME $MO

$112M

63 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PM $VZ $UPS $CME $PEP $UNP

$233M

122 positions

#6Altrius Capital Management IncPassive

Notable overlap · 8 shared positions

$BTI $PM $UPS $MO $GSK $SNY

$526M

89 positions

#7Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$PM $VZ $NEE $HSY $PEP $MO

$497M

948 positions

#8ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 8 shared positions

$BTI $VZ $ENB $CME $PM $PEP

$156M

64 positions

#9Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$VZ $UPS $CME $CI $PEP $MO

$159M

62 positions

#10Raleigh Capital Management Inc.Passive

Notable overlap · 9 shared positions

$VZ $ENB $PM $BTI $PEP $SNY

$313M

610 positions

#11VAUGHAN & Co SECURITIES, INC.Smart money

Notable overlap · 6 shared positions

$PM $VZ $UPS $BIPC $GSK $UNP

$214M

61 positions

#12Brentview Investment Management LLCActive

Notable overlap · 6 shared positions

$PM $NEE $CME $PEP $UNP $GSK

$253M

63 positions

#13Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$PM $ASML $HSY $CME $UNP $ABT

$856M

89 positions

#14CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$VZ $UPS $HSY $PEP $NEE $GSK

$177M

86 positions

#15Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$PM $VZ $NEE $PEP $ABT

$513M

70 positions

#16Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$NEE $VZ $ENB $UPS $PEP $BIPC

$1.5B

138 positions

#17Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$NEE $UPS $AEP $CI $PEP $UNP

$1.3B

54 positions

#18Kennon-Green & Company, LLCActive

Notable overlap · 5 shared positions

$PM $BTI $HSY $PEP $MO

$128M

41 positions

#19HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 8 shared positions

$PM $ENB $PEP $UNP $MO $ABT

$252M

43 positions

#20Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$NEE $ASML $VZ $PEP $MO $ABT

$226M

42 positions

#21Northstar Financial Companies, Inc.Passive

Notable overlap · 6 shared positions

$VZ $NEE $AEP $PEP $MO $UPS

$148M

117 positions

#22AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$PM $BTI $AIG $PEP $MO $ABT

$745M

184 positions

#23EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$VZ $UPS $HSY $GSK $SNY $TTE

$5.2B

76 positions

#24First Bank & TrustPassive

Notable overlap · 8 shared positions

$PM $ENB $BTI $VZ $SNY $TTE

$680M

270 positions

#25SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$VZ $AEP $HSY $CME $AIG $UNP

$606M

79 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.