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Hedge Funds Similar to ADAMS DIVERSIFIED EQUITY FUND,

13F Portfolio OverlapQ1 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 $2.8B across 99 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 ADAMS DIVERSIFIED EQUITY FUND, are ATALANTA SOSNOFF ,, CASTLEARK, SIG BROKERAGE,, with shared positions in $BAC, $GEV, $SCHW, $LRCX, $ADI, $MCD. The full ranking of 25 similar funds is below.

#1ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 6 shared positions
$BAC$GEV$SCHW$LRCX$ADI$MCD
$4.7B
104 positions
#2CASTLEARK MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LRCX$GEV$SCHW$GILD$ADI$AMD
$3.0B
292 positions
#3SIG BROKERAGE, LPPassive
Some overlap · 6 shared positions
$BAC$SCHW$AMD$GILD$LRCX$NEE
$3.8B
769 positions
#4Cetera Trust Company, N.APassive
Some overlap · 5 shared positions
$BAC$LRCX$SCHW$NEE$FDX
$177M
351 positions
#5Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$BAC$GEV$NEE$FDX$UBER$AMD
$362M
133 positions
#6Cartenna Capital, LPPassive
Some overlap · 6 shared positions
$LRCX$ADI$PH$LECO$FDX$MCD
$2.7B
47 positions
#7HOERTKORN RICHARD CHARLESActive
Some overlap · 5 shared positions
$BAC$GEV$SCHW$AMD$MCD
$122M
75 positions
#8LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$LRCX$NEE$BAC$MCD$UBER$LHX
$677M
182 positions
#9Covea FinanceActive
Some overlap · 5 shared positions
$BAC$GEV$ADI$PH$LHX
$2.9B
146 positions
#10NS Partners LtdActive
Some overlap · 5 shared positions
$GEV$BAC$PM$NEE$MCD
$2.2B
71 positions
#11ASSOCIATED BANC-CORPPassive
Some overlap · 5 shared positions
$LRCX$PM$SCHW$MCD$UBER
$3.8B
332 positions
#12ING GROEP NVPassive
Some overlap · 7 shared positions
$BAC$MCD$AMD$LRCX$GEV$PM
$16.4B
503 positions
#13Tower View Wealth Management LLCPassive
Some overlap · 6 shared positions
$PM$ADI$PH$LRCX$MCD$AMD
$195M
204 positions
#14INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 6 shared positions
$PM$AMD$BAC$GILD$MCD$GEV
$244M
182 positions
#15Parrish Capital LLCPassive
Some overlap · 5 shared positions
$GEV$PM$SCHW$GILD$LHX
$112M
86 positions
#16ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 6 shared positions
$AMD$LRCX$ADI$PH$NEE$LHX
$331M
183 positions
#17FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$BAC$SCHW$AMD$NEE$UBER
$719M
135 positions
#18Elevated Private Wealth, LLC
Some overlap · 5 shared positions
$LRCX$SCHW$AMD$NEE$FDX
$97M
94 positions
#19Global X Japan Co., Ltd.Active
Some overlap · 6 shared positions
$LRCX$PM$AMD$GILD$MCD$ADI
$1.9B
378 positions
#20Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 5 shared positions
$LRCX$PM$ADI$NEE$MCD
$412M
46 positions
#21Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$GEV$PM$SCHW$PH$GILD
$668M
200 positions
#22EASTERN BANKPassive
Some overlap · 6 shared positions
$BAC$ADI$NEE$MCD$AMD$PH
$6.5B
1,038 positions
#23Prudent Man Advisors, LLCPassive
Some overlap · 5 shared positions
$BAC$PM$SCHW$LRCX$LHX
$334M
134 positions
#24Henson-Edgewater Management, LLCPassive
Some overlap · 6 shared positions
$BAC$LRCX$AMD$UBER$GEV$MCD
$157M
66 positions
#25TOWER BRIDGE ADVISORSPassive
Some overlap · 5 shared positions
$LRCX$SCHW$PH$NEE$MCD
$1.0B
221 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.