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Hedge Funds Similar to ADAMS DIVERSIFIED EQUITY FUND

13F Portfolio OverlapQ3 2026ADAMS DIVERSIFIED EQUITY FUND portfolio →
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Most similar hedge funds by 13F overlap

ADAMS DIVERSIFIED EQUITY FUND, INC. is an institutional investor managing $3.3B across 100 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 ADAMS DIVERSIFIED EQUITY FUND are Night Squared, Basepoint Wealth, DAVIDSON INVESTMENT ADVISORS, with shared positions in $PM, $ADI, $ANET, $SNDK, $PEO, $NEE. The full ranking of 25 similar funds is below.

#1Night Squared LPPassive
Some overlap · 4 shared positions
$PM$ADI$ANET$SNDK
$930M
69 positions
#2Basepoint Wealth LLCPassive
Some overlap · 3 shared positions
$PEO$NEE$PFG
$175M
632 positions
#3DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 4 shared positions
$PM$ADI$VRTX$ANET
$2.4B
122 positions
#4Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$PM$VRTX$ANET$NEE
$345M
111 positions
#5GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$PM$ANET$PFG$ETR
$2.3B
224 positions
#6Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$ADI$VRTX$ANET$HWM
$746M
169 positions
#7HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 4 shared positions
$ADI$ANET$NEE$ETR
$465M
139 positions
#8LORD, ABBETT & CO. LLCPassive
Some overlap · 4 shared positions
$ADI$PM$NEE$ETR
$34.9B
558 positions
#9Winslow Capital Management, LLCActive
Some overlap · 4 shared positions
$ADI$ANET$SNDK$HWM
$29.1B
66 positions
#10Alyeska Investment Group, L.P.Passive
Some overlap · 4 shared positions
$ADI$ANET$IEX$PM
$38.9B
652 positions
#11Canoe Financial LPActive
Slight overlap · 3 shared positions
$PM$ADI$MTB
$8.3B
120 positions
#12Evansbrook LLCActive
Slight overlap · 4 shared positions
$ADI$ANET$NEE$PM
$171M
126 positions
#13Fox Hill Wealth ManagementPassive
Slight overlap · 4 shared positions
$ANET$NEE$HWM$ETR
$249M
120 positions
#14Gratus Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$ADI$ANET$CSX$HWM
$783M
136 positions
#15Annex Advisory Services, LLCActive
Slight overlap · 3 shared positions
$PM$ADI$NEE
$6.1B
377 positions
#16Cincinnati Specialty Underwriters Insurance COActive
Slight overlap · 3 shared positions
$PM$ADI$NEE
$449M
45 positions
#17ProVise Management Group, LLCPassive
Slight overlap · 3 shared positions
$PM$ADI$ETR
$1.5B
282 positions
#18ROBINSON SMITH WEALTH ADVISORS LLCActive
Slight overlap · 4 shared positions
$ANET$NEE$PFG$PM
$164M
99 positions
#19Van Diest Capital, LLCPassive
Slight overlap · 3 shared positions
$PM$ADI$ANET
$112M
176 positions
#20Unique Wealth Strategies, LLCPassive
Slight overlap · 3 shared positions
$PM$ADI$SNDK
$273M
222 positions
#21Kapstone Financial Advisors LLCActive
Slight overlap · 3 shared positions
$PM$ADI$CSX
$239M
175 positions
#22Lantz Financial LLCPassive
Slight overlap · 3 shared positions
$PM$ADI$ETR
$549M
260 positions
#23Keystone Financial ServicesActive
Slight overlap · 3 shared positions
$PM$ADI$SNDK
$388M
131 positions
#24LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$ADI$HWM$CSX$PM
$320M
82 positions
#25TRUIST FINANCIAL CORPPassive
Slight overlap · 3 shared positions
$PM$ADI$ETR
$83.7B
2,914 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.