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 Catherine Avery Investment

13F Portfolio OverlapQ3 2026Catherine Avery Investment portfolio →

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Most similar hedge funds by 13F overlap

Catherine Avery Investment Management LLC is an institutional investor managing $116M across 172 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Catherine Avery Investment are Cambridge Financial Group, Verity & Verity, Beacon Harbor Wealth Advisors, with shared positions in $C, $BBY, $TGT, $OKE, $MCD, $VLO. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$C $BBY $TGT $OKE $MCD $VLO

$287M

33 positions

#2Verity & Verity, LLCActive

Notable overlap · 9 shared positions

$AMGN $PFE $OKE $NEE $TGT $UPS

$1.5B

139 positions

#3Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$BMY $AMGN $NEE $MCD $PFE $VZ

$513M

70 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $OKE $UPS $MCD $ES $VZ

$233M

122 positions

#5EDMP, INC.Passive

Notable overlap · 8 shared positions

$AMGN $TFC $OMC $BMY $ES $C

$130M

74 positions

#6Palouse Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$C $UPS $HPE $OKE $PFE $KEY

$160M

124 positions

#7Disciplined Equity Management, Inc.Smart money

Notable overlap · 7 shared positions

$BBY $OKE $TFC $PFE $VZ $IP

$227M

47 positions

#8Signature Wealth Management Group

Notable overlap · 7 shared positions

$BMY $PFE $TFC $TGT $UPS $MCD

$263M

128 positions

#9TORRAY LLCActive

Notable overlap · 5 shared positions

$AMGN $OKE $NEE $PFE $PSX

$741M

91 positions

#10OPUS INVESTMENT MANAGEMENT INCSmart money

Notable overlap · 5 shared positions

$AMGN $NEE $UPS $MCD $PSX

$183M

31 positions

#11CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$HPE $TFC $UPS $BBY $BMY $TGT

$3.3B

229 positions

#12SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $LHX $TFC $PFE $PSX $AMGN

$606M

79 positions

#13Integras Partners LLCPassive

Notable overlap · 7 shared positions

$BMY $AMGN $MCD $NEE $TFC $CMI

$181M

100 positions

#14MONTGOMERY INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$TFC $LEN $FCX $PSX $VLO $NEE

$329M

105 positions

#15Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$C $TGT $UPS $AMGN $MCD $VZ

$181M

81 positions

#16VAUGHAN & Co SECURITIES, INC.Smart money

Notable overlap · 6 shared positions

$BMY $OKE $UPS $PFE $VZ $VLO

$213M

61 positions

#17EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$TGT $NEE $PFE $BMY $AMGN

$1.3B

58 positions

#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$TGT $AMGN $PSX $MCD $VZ

$203M

58 positions

#19Cohen Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$AMGN $NEE $MCD $UPS $PFE $VZ

$233M

81 positions

#20Paradigm Capital Management, LLC/NVActive

Notable overlap · 7 shared positions

$AMGN $TFC $OKE $HPE $MCD $VZ

$116M

65 positions

#21Lombard Odier Asset Management (USA) CorpPassive

Notable overlap · 5 shared positions

$BMY $PFE $TGT $FCX $UPS

$727M

142 positions

#22Ranch Capital Advisors Inc.Passive

Notable overlap · 9 shared positions

$C $AMGN $TGT $VZ $UPS $PFE

$316M

157 positions

#23CONTINENTAL ADVISORS LLCActive

Notable overlap · 4 shared positions

$C $BMY $TFC $PFE

$233M

52 positions

#24Welch Group, LLCPassive

Notable overlap · 6 shared positions

$NEE $TFC $MCD $PFE $VZ $CL

$2.9B

326 positions

#25Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$C $TFC $NEE $UPS $TGT $JCI

$10.2B

208 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.