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 CARRET ASSET ,

13F Portfolio OverlapQ1 2026CARRET ASSET , portfolio →

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Most similar hedge funds by 13F overlap

CARRET ASSET MANAGEMENT, LLC is an institutional investor managing $1.0B across 293 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 CARRET ASSET , are Horizon Investment Services,, BOWEN HANES &, Joseph Group, with shared positions in $LRCX, $AXP, $AMAT, $AEP, $HIG, $PGR. The full ranking of 25 similar funds is below.

#1Horizon Investment Services, LLCPassive

Some overlap · 6 shared positions

$LRCX $AXP $AMAT $AEP $HIG $PGR

$288M

137 positions

#2BOWEN HANES & CO INCActive

Some overlap · 5 shared positions

$AXP $PH $ETN $GLW $WELL

$4.1B

151 positions

#3Joseph Group Capital ManagementPassive

Some overlap · 5 shared positions

$LRCX $PH $ETN $AEP $PGR

$400M

379 positions

#4MORTON COMMUNITY BANKPassive

Some overlap · 5 shared positions

$LRCX $AXP $ETN $AEP $SO

$460M

115 positions

#5Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$PH $AXP $ETN $GLW $AEP

$568M

460 positions

#6GDS Wealth ManagementActive

Some overlap · 4 shared positions

$AXP $LRCX $ALL $WELL

$1.7B

200 positions

#7Midwest Professional Planners, LTD.Passive

Some overlap · 4 shared positions

$LRCX $AMAT $ETN $AXP

$425M

137 positions

#8RE ADVISERS CORPActive

Some overlap · 4 shared positions

$LRCX $PH $ETN $ALL

$3.7B

111 positions

#9Meiji Yasuda America IncActive

Some overlap · 5 shared positions

$AXP $AMAT $AEP $WELL $PGR

$404M

57 positions

#10BUCKHEAD CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$LRCX $AXP $ETN $SO

$265M

148 positions

#11Pflug Koory, LLCPassive

Some overlap · 5 shared positions

$PH $AMAT $GLW $ALL $LHX

$218M

419 positions

#12Systematic Alpha Investments, LLCActive

Some overlap · 5 shared positions

$AMAT $TRV $ALL $AEP $LRCX

$2.8B

234 positions

#13Cartenna Capital, LPPassive

Some overlap · 4 shared positions

$LRCX $PH $ETN $FDX

$2.7B

47 positions

#14Westerkirk Capital Inc.Active

Some overlap · 4 shared positions

$LRCX $AMAT $ETN $PH

$929M

208 positions

#15CHILTON INVESTMENT CO INC.Active

Some overlap · 4 shared positions

$AXP $PH $ETN $PGR

$4.3B

280 positions

#16Passumpsic Savings Bank

Some overlap · 4 shared positions

$LRCX $PH $AEP $HIG

$183M

90 positions

#17Insight Inv LLCPassive

Some overlap · 4 shared positions

$AXP $AMAT $GLW $ALL

$183M

104 positions

#18PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 5 shared positions

$LRCX $AMAT $PGR $PH $AXP

$7.7B

190 positions

#19Tairen Capital LtdActive

Some overlap · 4 shared positions

$LRCX $AMAT $GLW $PH

$924M

44 positions

#20DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Some overlap · 4 shared positions

$PH $AXP $AMAT $WELL

$112.7B

1,002 positions

#21Artisan Partners Limited PartnershipActive

Some overlap · 4 shared positions

$AXP $LRCX $LHX $PGR

$62.3B

334 positions

#22ROMANO BROTHERS AND COMPANYPassive

Some overlap · 6 shared positions

$AMAT $FDX $ETN $LRCX $AEP $LHX

$880M

319 positions

#23RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$PH $GLW $ETN $WELL $SO

$965M

91 positions

#24Michael Brady & Co., LLCActive

Some overlap · 4 shared positions

$AXP $PH $ETN $LHX

$100M

54 positions

#25Guinness Atkinson Asset Management IncPassive

Some overlap · 4 shared positions

$LRCX $AMAT $ETN $MDLZ

$200M

123 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.