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 HANCOCK WHITNEY

13F Portfolio OverlapQ1 2026HANCOCK WHITNEY portfolio →

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Most similar hedge funds by 13F overlap

HANCOCK WHITNEY CORP is an institutional investor managing $5.8B across 749 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 HANCOCK WHITNEY are MATRIX ASSET ADVISORS /NY, Nicholson Wealth Group,, Exeter Financial,, with shared positions in $KKR, $AMGN, $AMAT, $TXN, $PNC, $__PARK_1390777. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 8 shared positions

$KKR $AMGN $AMAT $TXN $PNC $__PARK_1390777

$1.1B

105 positions

#2Nicholson Wealth Management Group, LLCPassive

Some overlap · 8 shared positions

$AMGN $WM $TXN $LHX $PLD $GD

$172M

114 positions

#3Exeter Financial, LLCPassive

Some overlap · 8 shared positions

$AMGN $WM $VZ $TXN $GD $KO

$245M

98 positions

#4Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 8 shared positions

$AMGN $VZ $TXN $PLD $KO $MDT

$477M

70 positions

#5Estabrook Capital ManagementPassive

Some overlap · 8 shared positions

$AMGN $VZ $PNC $__PARK_1390777 $MDT $AFL

$685M

380 positions

#6ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 7 shared positions

$CMI $AMGN $WM $TXN $LHX $__PARK_1390777

$417M

199 positions

#7Catherine Avery Investment Management LLCPassive

Some overlap · 8 shared positions

$AMGN $VZ $LHX $STX $KO $NEE

$223M

109 positions

#8ZACKS INVESTMENT MANAGEMENTPassive

Some overlap · 8 shared positions

$VZ $EME $PLD $PNC $__PARK_1390777 $GD

$12.5B

706 positions

#9MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 8 shared positions

$WM $VZ $TXN $GD $STX $AFL

$246M

145 positions

#10Verity & Verity, LLCActive

Some overlap · 7 shared positions

$CMI $AMGN $VZ $TXN $PLD $MDT

$1.3B

138 positions

#11Aull & Monroe Investment Management CorpPassive

Some overlap · 7 shared positions

$CMI $AMGN $WM $VZ $STX $NEE

$215M

125 positions

#12Stonebridge Financial Group, LLCPassive

Some overlap · 8 shared positions

$CMI $TXN $LHX $GD $AMGN $AFL

$1.2B

262 positions

#13UNITED BANKActive

Some overlap · 7 shared positions

$CMI $AMGN $WM $TXN $GD $AFL

$781M

121 positions

#14REXFORD CAPITAL INCPassive

Some overlap · 7 shared positions

$AMGN $WM $AMAT $__PARK_1390777 $GD $STX

$140M

316 positions

#15Ranch Capital Advisors Inc.Passive

Some overlap · 6 shared positions

$KKR $CMI $AMGN $VZ $GD $AFL

$277M

154 positions

#16Financial Planning Hawaii, Inc.Passive

Some overlap · 6 shared positions

$KKR $CMI $AMGN $VZ $GD $AFL

$170M

123 positions

#17Northside Capital Management, LLCActive

Some overlap · 7 shared positions

$KKR $TXN $PNC $KO $MDT $NEE

$1.1B

193 positions

#18Kintegral Advisory, LLCPassive

Some overlap · 7 shared positions

$AMGN $AMAT $TXN $__PARK_1390777 $VZ $KO

$1.1B

233 positions

#19DELTA FINANCIAL ADVISORS LLCPassive

Some overlap · 6 shared positions

$KKR $AMGN $CMI $AMAT $__PARK_1390777 $AFL

$384M

149 positions

#20Dorato Capital ManagementPassive

Some overlap · 7 shared positions

$AMGN $AMAT $LHX $GD $TXN $AFL

$135M

254 positions

#21Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 7 shared positions

$WM $VZ $PNC $__PARK_1390777 $GD $MDT

$302M

93 positions

#22Hamilton Point Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$CMI $AMGN $WM $VZ $EME $NEE

$649M

186 positions

#23Murphy, Middleton, Hinkle & Parker, Inc.Passive

Some overlap · 7 shared positions

$WM $AMGN $TXN $KKR $KO $AFL

$216M

133 positions

#24CHRISTINE MESSMER PCActive

Some overlap · 6 shared positions

$KKR $AMGN $VZ $GD $MDT $NEE

$156M

80 positions

#25Forza Wealth Management, LLCPassive

Some overlap · 6 shared positions

$KKR $AMGN $VZ $STX $GD $AFL

$287M

188 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.