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 VALLEY NATIONAL ADVISERS

13F Portfolio OverlapQ2 2026VALLEY NATIONAL ADVISERS portfolio →

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Most similar hedge funds by 13F overlap

VALLEY NATIONAL ADVISERS INC is an institutional investor managing $900M across 1,056 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 VALLEY NATIONAL ADVISERS are Railway Pension Investments Ltd, OAK ASSOCIATES LTD, Winslow, with shared positions in $KLAC, $MO, $GILD, $APH, $PH, $TT. The full ranking of 25 similar funds is below.

#1Railway Pension Investments LtdActive

Notable overlap · 8 shared positions

$KLAC $MO $GILD $APH $PH $TT

$8.0B

102 positions

#2OAK ASSOCIATES LTD /OH/Active

Notable overlap · 8 shared positions

$KLAC $AMGN $LMT $APH $LOW $GILD

$1.8B

139 positions

#3Winslow Capital Management, LLCActive

Some overlap · 8 shared positions

$KLAC $ADI $TT $APH $CHRW $PH

$29.1B

66 positions

#4ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$KLAC $ADI $TT $APH $MRVL $PH

$409M

182 positions

#5Jones Kertz & Associates, Inc.Active

Some overlap · 6 shared positions

$KLAC $AMGN $ADI $APH $CHRW $MCK

$217M

66 positions

#6Shoker Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$KLAC $MO $GILD $LMT $ADI

$398M

113 positions

#7Global X Japan Co., Ltd.Active

Some overlap · 7 shared positions

$KLAC $PM $ADI $MRVL $MO $AMGN

$2.7B

390 positions

#8REXFORD CAPITAL INCPassive

Some overlap · 6 shared positions

$KLAC $AMGN $BNY $MO $PM $AZN

$163M

301 positions

#9FCF Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $MO $GILD $LMT $MCK

$544M

58 positions

#10Columbus Macro, LLCPassive

Some overlap · 5 shared positions

$KLAC $MO $LMT $AMGN $PH

$1.0B

207 positions

#11NatWest Group plcActive

Some overlap · 5 shared positions

$KLAC $GILD $AMGN $TT $AZN

$560M

48 positions

#12Union Heritage Capital, LLCPassive

Some overlap · 5 shared positions

$KLAC $LMT $AMGN $APH $AME

$295M

65 positions

#13FourThought Financial Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $LMT $AMGN $LOW $AZN

$1.3B

393 positions

#14Alta Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $LMT $GILD $APH $MRVL

$369M

170 positions

#15INVESCO, LLCActive

Some overlap · 5 shared positions

$KLAC $ADI $AMGN $APH $MCK

$323M

133 positions

#16Norway Savings BankPassive

Some overlap · 6 shared positions

$KLAC $ADI $APH $LOW $AMGN $MRVL

$239M

104 positions

#17Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$KLAC $ADI $APH $LOW $PH

$686M

532 positions

#18Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$KLAC $ADI $PM $APH $LOW $MCK

$258M

228 positions

#19Heritage Family Offices, LLPPassive

Some overlap · 6 shared positions

$KLAC $ADI $PM $APH $LOW $MCK

$259M

233 positions

#20NZS Capital, LLCActive

Some overlap · 5 shared positions

$KLAC $TT $MPWR $APH $MRVL

$3.9B

61 positions

#21Great Diamond Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $AMGN $BNY $CHRW $PH

$582M

238 positions

#22BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$KLAC $LMT $AMGN $BNY $MCK

$404M

99 positions

#23TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 5 shared positions

$KLAC $GILD $LOW $PH $MCK

$211M

127 positions

#24MorganRosel Wealth Management, LLCActive

Some overlap · 5 shared positions

$KLAC $TT $APH $BNY $MCK

$296M

104 positions

#25DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$KLAC $AMGN $LOW $PH $MCK

$517M

137 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.