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 MCRAE

13F Portfolio OverlapQ2 2026MCRAE portfolio →

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Most similar hedge funds by 13F overlap

MCRAE CAPITAL MANAGEMENT INC is an institutional investor managing $508M across 113 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 MCRAE are Castlefield Investment Partners LLP, Edgemoor Investment Advisors, HAHN, with shared positions in $NDAQ, $CB, $SNA, $LOW, $TMO, $WAT. The full ranking of 25 similar funds is below.

#1Castlefield Investment Partners LLPActive

Notable overlap · 8 shared positions

$NDAQ $CB $SNA $LOW $TMO $WAT

$147M

35 positions

#2Edgemoor Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$URI $LOW $WSM $VRTX $TMO $SO

$1.5B

188 positions

#3HAHN CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$KEYS $LH $BDX $WAT

$165M

31 positions

#4CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$PWR $CB $TMO $VRTX $CHKP $ZTS

$767M

184 positions

#5Glassy Mountain Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WSM $URI $LOW $CRM $SO

$366M

76 positions

#6MERIDIAN MANAGEMENT COActive

Notable overlap · 4 shared positions

$KEYS $TMO $PWR $CRM

$446M

84 positions

#7Navera Investment Management Ltd.Active

Notable overlap · 6 shared positions

$LH $TMO $MRSH $ACN $BR $PWR

$3.7B

56 positions

#8Hunter Perkins Capital Management, LLCPassive

Notable overlap · 6 shared positions

$LH $CB $TFC $CHKP $FISV $ZTS

$446M

149 positions

#9WEYBOSSET RESEARCH & MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$KEYS $LH $CB

$381M

32 positions

#10DB Fitzpatrick & Co, IncActive

Notable overlap · 4 shared positions

$PWR $TMO $CB $CRM

$124M

100 positions

#11DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 7 shared positions

$LOW $BDX $TFC $HON $HONA $ACN

$1.2B

599 positions

#12CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$SNA $CB $BR $HON $HONA $SO

$6.4B

290 positions

#13ATWOOD & PALMER INCPassive

Notable overlap · 5 shared positions

$URI $VRTX $TMO $LOW $BDX

$1.9B

495 positions

#14First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$LOW $NDAQ $HON $HONA $SO $ACN

$529M

75 positions

#15EVEXIA WEALTH LLCPassive

Notable overlap · 5 shared positions

$WSM $CB $LOW $BR $PWR

$369M

77 positions

#16Mendel Money ManagementPassive

Notable overlap · 5 shared positions

$TMO $PWR $KEYS $LOW $ACN

$273M

127 positions

#17GARRISON BRADFORD & ASSOCIATES INCActive

Notable overlap · 3 shared positions

$PWR $TMO $LOW

$92M

35 positions

#18New England Research & Management, Inc.Passive

Notable overlap · 4 shared positions

$PWR $URI $CB $TFC

$257M

134 positions

#19GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 4 shared positions

$TMO $PWR $LOW $BDX

$1.9B

276 positions

#20WAYCROSS PARTNERS, LLCActive

Notable overlap · 5 shared positions

$LOW $MRSH $BDX $HON $HONA

$1.2B

72 positions

#21Cornerstone Investment Partners, LLCActive

Notable overlap · 3 shared positions

$URI $TMO $CB

$3.0B

312 positions

#22London & Capital Asset Management LtdActive

Notable overlap · 5 shared positions

$URI $TMO $MRSH $PWR $ZTS

$10.9B

203 positions

#23GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 5 shared positions

$URI $TMO $BDX $WAT $FISV

$372M

82 positions

#24Biltmore Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KEYS $VRTX $TMO $SO

$320M

58 positions

#25AMI ASSET MANAGEMENT CORPActive

Notable overlap · 4 shared positions

$PWR $LH $BDX $ZTS

$1.7B

99 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.