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 OverlapQ1 2026OPAL portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

OPAL CAPITAL LLC is an institutional investor managing $565M across 141 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 OPAL are TrueMark Investments,, GQG Partners, Measured Risk Portfolios,, with shared positions in $PM, $VZ, $MPLX, $BTI, $NEE, $UPS. The full ranking of 25 similar funds is below.

#1TrueMark Investments, LLCPassive

Substantial overlap · 22 shared positions

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

$514M

167 positions

#2GQG Partners LLCActive

Notable overlap · 11 shared positions

$PM $VZ $BTI $AEP $ENB $PBR

$63.1B

81 positions

#3Measured Risk Portfolios, Inc.Passive

Notable overlap · 6 shared positions

$VZ $PM $UPS $CME $AEP $KMI

$91M

66 positions

#4Keystone Financial Planning, Inc.Smart money

Notable overlap · 6 shared positions

$VZ $BTI $CME $PM $UPS $GSK

$374M

40 positions

#5AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$PM $UNH $BTI $VLO $AIG

$696M

176 positions

#6Dupree Financial Group, LLCPassive

Notable overlap · 5 shared positions

$VZ $BTI $UPS $ENB $KMI

$248M

71 positions

#7MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$MPLX $CME $VZ $ENB $GSK $KMI

$3.7B

138 positions

#8CFC Planning Co LLCPassive

Notable overlap · 4 shared positions

$PM $VZ $UNH $UPS

$140M

72 positions

#9SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CME $HSY $AEP $VZ $AIG $KMI

$728M

79 positions

#10CINCINNATI FINANCIAL CORPActive

Notable overlap · 5 shared positions

$PM $CME $UNH $VLO $VZ

$5.0B

55 positions

#11Pacer Advisors, Inc.Passive

Notable overlap · 5 shared positions

$VZ $UPS $VLO $GSK $FER

$38.8B

2,537 positions

#12Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$MPLX $AEP $KMI $NEE $D $ATO

$6.2B

87 positions

#13DJE Kapital AGActive

Notable overlap · 5 shared positions

$VZ $NEE $ASML $PBR $HSY

$4.5B

113 positions

#14Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$VZ $CME $UNH $UPS $CI

$139M

62 positions

#15Adams Asset Advisors, LLCActive

Notable overlap · 6 shared positions

$BTI $VLO $VZ $MPLX $UVV $KMI

$891M

88 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$VZ $PM $UPS $CME

$220M

148 positions

#17Gilman Hill Asset Management, LLCPassive

Notable overlap · 6 shared positions

$VZ $D $UPS $MPLX $ENB $GSK

$663M

225 positions

#18BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 5 shared positions

$PM $CME $VZ $HSY $KMI

$480M

133 positions

#19Brentview Investment Management LLCPassive

Notable overlap · 4 shared positions

$PM $NEE $CME $GSK

$231M

63 positions

#20Slagle Financial, LLCPassive

Notable overlap · 6 shared positions

$HSY $CME $NEE $PM $D $DVN

$303M

121 positions

#21Altrius Capital Management IncPassive

Notable overlap · 5 shared positions

$BTI $PM $VZ $GSK $DVN

$503M

87 positions

#22Slocum, Gordon & Co LLPPassive

Notable overlap · 5 shared positions

$VZ $NEE $AEP $KMI $D

$147M

64 positions

#23ADVISORY RESEARCH INCActive

Notable overlap · 5 shared positions

$PM $CME $AEP $GSK $BTI

$813M

137 positions

#24Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$NEE $VZ $UNH $PM

$477M

70 positions

#25Alpha Cubed Investments, LLC

Notable overlap · 6 shared positions

$NEE $AEP $UNH $ASML $VZ $CME

$2.9B

299 positions

Compare OPAL’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View OPAL’s holdings

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.