What hedge funds are most similar to Catherine Avery Investment Management LLC?

The funds with the most similar 13F portfolios to Catherine Avery Investment Management LLC are MORGAN DEMPSEY, Cambridge Financial Group,, Griffith & Werner,, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 2026Catherine Avery Investment portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Catherine Avery Investment Management LLC is an institutional investor managing $223M across 109 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 Catherine Avery Investment are MORGAN DEMPSEY, Cambridge Financial Group,, Griffith & Werner,, with shared positions in $C, $OKE, $KO, $VZ, $IBM, $UPS. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCActive

Substantial overlap · 9 shared positions

$C $OKE $KO $VZ $IBM $UPS

$220M

148 positions

#2Cambridge Financial Group, Inc.Active

Notable overlap · 7 shared positions

$C $OKE $TGT $MCD $BAC $BBY

$267M

33 positions

#3Griffith & Werner, Inc.Active

Notable overlap · 7 shared positions

$C $VZ $KO $PFE $BAC $TFC

$202M

72 positions

#4MONTGOMERY INVESTMENT MANAGEMENT INCActive

Notable overlap · 9 shared positions

$IBM $PSX $TFC $FCX $LEN $BAC

$293M

103 positions

#5Rayburn West Financial Services LLCActive

Notable overlap · 10 shared positions

$BAC $IBM $C $TGT $UPS $AMGN

$170M

82 positions

#6Socorro Asset Management LPActive

Notable overlap · 7 shared positions

$NEE $KO $OKE $PFE $BAC $TFC

$221M

32 positions

#7SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$LHX $C $PSX $PFE $IBM $TFC

$728M

79 positions

#8Welch Group, LLCPassive

Notable overlap · 8 shared positions

$NEE $IBM $MCD $TFC $VZ $PFE

$2.7B

310 positions

#9Verity & Verity, LLCActive

Notable overlap · 9 shared positions

$PFE $AMGN $OKE $VZ $NEE $TGT

$1.3B

138 positions

#10TORRAY LLCActive

Notable overlap · 6 shared positions

$OKE $NEE $HPE $PFE $PSX $AMGN

$682M

88 positions

#11Wolfstich Capital, LLCActive

Notable overlap · 6 shared positions

$IBM $VZ $OKE $KO $PSX $TGT

$114M

45 positions

#12EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $TGT $PFE $BMY $KO $BAC

$1.4B

56 positions

#13EDMP, INC.Passive

Notable overlap · 8 shared positions

$OMC $AMGN $TFC $VZ $BMY $ES

$124M

71 positions

#14Cohen Investment Advisors LLCActive

Notable overlap · 8 shared positions

$BAC $AMGN $MCD $NEE $VZ $KO

$210M

79 positions

#15VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$NEE $BMY $VZ $PSX $HPE $C

$976M

142 positions

#16Disciplined Equity Management, Inc.Active

Notable overlap · 6 shared positions

$VZ $PFE $TFC $OKE $OMC $BBY

$199M

44 positions

#17Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$C $BAC $NEE $TFC $UPS $TGT

$9.8B

213 positions

#18FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 7 shared positions

$NEE $KO $MCD $IBM $PFE $VZ

$1.5B

235 positions

#19Palouse Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$UPS $C $PFE $VZ $OKE $HPE

$151M

135 positions

#20Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$AMGN $IBM $BAC $BMY $PFE $VZ

$308M

137 positions

#21Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$MCD $TGT $VZ $AMGN $IBM $BAC

$245M

98 positions

#22Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$NEE $PFE $BAC $VZ $TFC $IBM

$232M

44 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$NEE $AMGN $PFE $KO $VZ $C

$477M

70 positions

#24OmniStar Financial Group, Inc.Passive

Notable overlap · 8 shared positions

$TGT $BMY $BAC $UPS $IBM $KO

$193M

108 positions

#25ADVOCATE GROUP LLCActive

Notable overlap · 8 shared positions

$VZ $TGT $BMY $PFE $IBM $MCD

$639M

126 positions

Compare Catherine Avery Investment’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 Catherine Avery Investment’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.