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 LAWOOD &

13F Portfolio OverlapQ1 2026LAWOOD & portfolio →

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Most similar hedge funds by 13F overlap

LAWOOD & CO is an institutional investor managing $148M across 95 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 LAWOOD & are CapWealth Advisors,, Quadcap Wealth ,, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $GLW, $NEE, $IBM, $KO, $UPS, $GILD. The full ranking of 25 similar funds is below.

#1CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$GLW $NEE $IBM $KO $UPS $GILD

$1.3B

118 positions

#2Quadcap Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SOLV $NEE $MS

$879M

398 positions

#3FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$NEE $KO $IBM $VZ $AEP $MET

$1.5B

235 positions

#4GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$GLW $KO $IBM $AEP $TFC $UPS

$1.1B

389 positions

#5Savant Capital, LLCActive

Notable overlap · 3 shared positions

$SOLV $NEE $KO

$20.7B

1,500 positions

#6Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SOLV $MS $COP $NEM

$98M

68 positions

#7Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$NEE $VZ $KO $IBM $TFC $UPS

$223M

109 positions

#8Strategent Financial, LLCActive

Notable overlap · 3 shared positions

$SOLV $NEE $COP

$147M

41 positions

#9VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$GLW $NEE $VZ $MS $KO

$976M

142 positions

#10Royal Palms Capital LLCPassive

Notable overlap · 4 shared positions

$GLW $PPL $IBM $NEM

$101M

50 positions

#11JOHN G ULLMAN & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$GLW $NEE $IBM

$754M

174 positions

#12Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$SOLV $UPS $MS

$732M

125 positions

#13Welch Group, LLCPassive

Notable overlap · 6 shared positions

$NEE $VZ $IBM $AEP $TFC $KO

$2.7B

310 positions

#14Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$SOLV $MS $KO

$120M

84 positions

#15OmniStar Financial Group, Inc.Passive

Notable overlap · 8 shared positions

$GLW $IBM $MS $AEP $UPS $KO

$193M

108 positions

#16ST GERMAIN D J CO INCPassive

Notable overlap · 4 shared positions

$SOLV $NEE $PANW $VZ

$2.5B

901 positions

#17Hughes Financial Services, LLCActive

Notable overlap · 4 shared positions

$SOLV $MS $KO $VZ

$651M

1,720 positions

#18TERRIL BROTHERS, INC.Active

Notable overlap · 3 shared positions

$SOLV $VZ $KO

$366M

75 positions

#19SEAMOUNT FINANCIAL GROUP INCPassive

Notable overlap · 4 shared positions

$SOLV $IBM $COP $KO

$222M

135 positions

#20Madrid Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SOLV $MS $UPS $IBM $COP

$133M

70 positions

#21WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$SOLV $GILD $IBM

$340M

136 positions

#22EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$NEE $KO $MS $MET $COP $GILD

$1.4B

56 positions

#23Randolph Co IncActive

Notable overlap · 5 shared positions

$GLW $AEP $PANW $NEM $MS

$1.0B

43 positions

#24O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 4 shared positions

$GLW $MTB $KO $UPS

$405M

76 positions

#25Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 3 shared positions

$GLW $IBM $NEM

$942M

33 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.