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 CAMBIAR INVESTORS

13F Portfolio OverlapQ2 2026CAMBIAR INVESTORS portfolio →

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Most similar hedge funds by 13F overlap

CAMBIAR INVESTORS LLC is an institutional investor managing $2.3B across 150 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 CAMBIAR INVESTORS are Stockman Wealth, Allied Investment Advisors, Beutel, Goodman & Ltd., with shared positions in $AXP, $MDT, $SYY, $PEP, $USB, $ASML. The full ranking of 25 similar funds is below.

#1Stockman Wealth Management, Inc.Passive

Notable overlap · 8 shared positions

$AXP $MDT $SYY $PEP $USB $ASML

$968M

178 positions

#2Allied Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$AMRZ $SYY $PEP $MDT $USB $DEO

$797M

110 positions

#3Beutel, Goodman & Co Ltd.Active

Notable overlap · 7 shared positions

$MDT $UNP $MAS $OMC $ELV $CB

$13.6B

163 positions

#4Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$PNC $ELV $MDT $PEP $CME $USB

$159M

62 positions

#5Slate Path Capital LPActive

Notable overlap · 6 shared positions

$DAL $UNP $TXN $APTV $FDXF $ON

$7.2B

40 positions

#6SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$CME $MDT $TXN $DEO $UNP $USB

$606M

79 positions

#7SECTOR GAMMA ASActive

Notable overlap · 6 shared positions

$BMY $ELV $MDT $CNC $LH $REGN

$461M

40 positions

#8Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$UNP $CME $MDT $PEP $TXN $ASML

$272M

72 positions

#9DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$SYY $AMRZ $USB $PEP $DEO $MDT

$530M

92 positions

#10FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$UNP $SYY $MDT $SRE $PEP $CB

$383M

74 positions

#11CORDA Investment Management, LLC.Active

Notable overlap · 8 shared positions

$CME $PEP $USB $MDT $ASML $STZ

$1.6B

85 positions

#12MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$PNC $MDT $PEP $TXN $USB $STZ

$1.2B

106 positions

#13EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$BMY $TXN $USB $UNP $FDX $PEP

$1.3B

58 positions

#14MOUNT VERNON ASSOCIATES INC /MD/Active

Notable overlap · 7 shared positions

$DAL $AXP $TXN $UBER $BMY $HON

$153M

62 positions

#15Ipsen Advisor Group LLCPassive

Notable overlap · 7 shared positions

$PEP $TXN $SRE $PNC $SYY $UNP

$155M

107 positions

#16Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$UNP $PNC $TXN $HON $HONA $PEP

$108M

52 positions

#17Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$PNC $PEP $TXN $USB $MDT $STZ

$169M

84 positions

#18Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$ELV $AXP $MDT $PEP $WY $HON

$658M

152 positions

#19ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$AXP $TXN $PEP $CB $ASML $HON

$1.9B

88 positions

#20Shelter Mutual Insurance CoActive

Notable overlap · 6 shared positions

$UNP $CME $AXP $PEP $BMY $STZ

$473M

58 positions

#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$CME $UNP $MDT $PEP $TXN

$233M

122 positions

#22HARRIS ASSOCIATES L PActive

Notable overlap · 6 shared positions

$ELV $DAL $SYY $ICE $UNP $AMRZ

$75.4B

162 positions

#23WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$MDT $PEP $TXN $CB $SYY $WY

$742M

119 positions

#24SWP Investment Management LLCPassive

Notable overlap · 5 shared positions

$AXP $DAL $PNC $MDT $UNP

$145M

43 positions

#25Focused Investors LLCActive

Notable overlap · 5 shared positions

$ELV $AXP $CNC $PEP $FDX

$3.0B

23 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.