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 AMICA MUTUAL INSURANCE

13F Portfolio OverlapQ2 2026AMICA MUTUAL INSURANCE portfolio →

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Most similar hedge funds by 13F overlap

AMICA MUTUAL INSURANCE CO is an institutional investor managing $1.2B across 142 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 AMICA MUTUAL INSURANCE are HOWE & RUSLING, Railway Pension Investments Ltd, Community Financial Services Group, with shared positions in $KLAC, $PM, $UNP, $APH, $CCK, $MCD. The full ranking of 25 similar funds is below.

#1HOWE & RUSLING INCPassive

Notable overlap · 8 shared positions

$KLAC $PM $UNP $APH $CCK $MCD

$1.7B

479 positions

#2Railway Pension Investments LtdActive

Notable overlap · 6 shared positions

$KLAC $APH $TXN $NEE $PH $TMO

$8.0B

102 positions

#3Community Financial Services Group, LLCPassive

Notable overlap · 7 shared positions

$KLAC $PH $APH $NEE $MCD $WM

$686M

532 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$TXN $UNP $PM $MCD $NEE $ALC

$529M

75 positions

#5ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 6 shared positions

$KLAC $APH $TXN $NEE $PH $GD

$409M

182 positions

#6Shoker Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$KLAC $TXN $UNP $GD $MCD

$398M

113 positions

#7Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$TXN $APH $PH $GD $MCD $NEE

$170M

111 positions

#8Chesapeake Wealth ManagementPassive

Some overlap · 8 shared positions

$KLAC $TXN $UNP $MCD $NEE $TMO

$357M

168 positions

#9Michael Brady & Co., LLCActive

Some overlap · 6 shared positions

$PH $UNP $GD $MCD $WM $AXP

$113M

58 positions

#10HENDLEY & CO INCActive

Some overlap · 5 shared positions

$PH $APH $UNP $PM $AXP

$283M

47 positions

#11TILIA FIDUCIARY PARTNERS, INC.

Some overlap · 6 shared positions

$KLAC $BJ $PH $NEE $TMO $AXP

$211M

127 positions

#12Segment Wealth Management, LLCActive

Some overlap · 5 shared positions

$PH $APH $TXN $UNP $MCD

$1.9B

312 positions

#13ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$APH $TXN $GD $MCD $TMO $AXP

$1.9B

88 positions

#14NovaPoint Capital, LLCPassive

Some overlap · 5 shared positions

$APH $TXN $UNP $GD $ROST

$481M

161 positions

#15Kesler, Norman & Wride, LLCPassive

Some overlap · 5 shared positions

$PH $TXN $UNP $GD $NEE

$631M

271 positions

#16Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$APH $UNP $GD $MCD $TMO $AXP

$649M

136 positions

#17First Long Island Investors, LLCActive

Some overlap · 5 shared positions

$PH $APH $PM $MCD $NEE

$1.4B

73 positions

#18CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$KLAC $APH $TXN $STT

$1.3B

99 positions

#19Westerkirk Capital Inc.Active

Some overlap · 5 shared positions

$KLAC $TXN $PH $ROST $TMO

$1.0B

212 positions

#20Turtle Creek Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KLAC $APH $MCD $PH $TXN $PM

$1.9B

515 positions

#21Miller Capital Partners, Inc.Active

Some overlap · 5 shared positions

$PH $KLAC $ENTG $MCD $AXP

$257M

258 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$TXN $UNP $PM $GD $MCD

$233M

122 positions

#23Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$PH $UNP $PM $NEE $WM

$253M

63 positions

#24Tower View Wealth Management LLCPassive

Some overlap · 5 shared positions

$PH $APH $PM $MCD $UNP

$227M

205 positions

#25INVESCO, LLCActive

Some overlap · 5 shared positions

$KLAC $APH $TXN $TMO $AXP

$323M

133 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.