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 3 FACTOR INDEXING

13F Portfolio OverlapQ2 20263 FACTOR INDEXING portfolio →

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Most similar hedge funds by 13F overlap

3 FACTOR INDEXING, LLC is an institutional investor managing $118M across 438 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to 3 FACTOR INDEXING are Mendel, HANTZ FINANCIAL SERVICES, Boit C F David, with shared positions in $PH, $UNP, $KKR, $GWW, $AMGN, $WM. The full ranking of 25 similar funds is below.

#1Mendel Capital Management LLCActive

Slight overlap · 5 shared positions

$PH $UNP $KKR $GWW $AMGN

$222M

99 positions

#2HANTZ FINANCIAL SERVICES, INC.Passive

Slight overlap · 6 shared positions

$PH $UNP $GWW $WM $STT $ABT

$7.4B

2,565 positions

#3Boit C F DavidPassive

Slight overlap · 6 shared positions

$PH $UNP $PCAR $AMGN $ABT $PEP

$238M

85 positions

#4WEDGEWOOD INVESTORS INC /PA/Passive

Slight overlap · 5 shared positions

$PH $UNP $GWW $WM $MAR

$97M

110 positions

#5Wilkinson Global Asset Management LLCActive

Slight overlap · 5 shared positions

$PH $UNP $DIS $AMGN $WFC

$1.3B

62 positions

#6Sand Hill Global Advisors, LLCActive

Slight overlap · 4 shared positions

$PH $UNP $WM $DIS

$3.3B

214 positions

#7AMICA MUTUAL INSURANCE COActive

Slight overlap · 4 shared positions

$PH $UNP $WM $STT

$1.2B

142 positions

#8Michael Brady & Co., LLCActive

Slight overlap · 5 shared positions

$PH $UNP $WM $ABT $PEP

$113M

58 positions

#9B & T Capital Management DBA Alpha Capital ManagementPassive

Slight overlap · 5 shared positions

$PH $KKR $DIS $AMGN $PEP

$770M

129 positions

#10Baird Financial Group, Inc.Passive

Slight overlap · 4 shared positions

$PH $UNP $DIS $WFC

$72.7B

1,924 positions

#11Fragasso Group Inc.Active

Slight overlap · 4 shared positions

$PH $UNP $STT $AMGN

$1.9B

361 positions

#12Fruth Investment ManagementPassive

Slight overlap · 4 shared positions

$PH $UNP $GWW $PEP

$421M

225 positions

#13Brentview Investment Management LLCActive

Slight overlap · 4 shared positions

$PH $UNP $WM $PEP

$253M

63 positions

#14Sculati Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PH $WM $DIS $AMGN

$300M

123 positions

#15Kesler, Norman & Wride, LLCPassive

Slight overlap · 4 shared positions

$PH $UNP $AMGN $ABT

$631M

271 positions

#16Alley Investment Management Company, LLCActive

Slight overlap · 4 shared positions

$PH $UNP $AMGN $ABT

$856M

89 positions

#1710Elms LLPPassive

Slight overlap · 6 shared positions

$UNP $KKR $STT $AMGN $WFC $PEP

$236M

526 positions

#18Shepherd Street Advisors LLCPassive

Slight overlap · 4 shared positions

$PH $UNP $WFC $NXPI

$114M

86 positions

#19BANK OF STOCKTONActive

Slight overlap · 4 shared positions

$PH $UNP $WFC $ABT

$356M

126 positions

#20KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$PH $UNP $WM

$351M

166 positions

#21Sage Investment Advisers LLCPassive

Slight overlap · 3 shared positions

$PH $UNP $WM

$149M

98 positions

#22MASTER'S WEALTH MANAGEMENT INC.Smart money

Slight overlap · 3 shared positions

$PH $UNP $WM

$332M

91 positions

#23GREAT LAKES ADVISORS, LLCPassive

Slight overlap · 5 shared positions

$PH $DIS $WFC $ABT $PEP

$13.1B

825 positions

#24Marble Harbor Investment Counsel, LLCActive

Slight overlap · 5 shared positions

$PH $DIS $WFC $ABT $PEP

$984M

200 positions

#25Chesley Taft & Associates LLCActive

Slight overlap · 6 shared positions

$UNP $WM $DIS $WFC $ABT $PEP

$2.6B

369 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.