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 DELTA ASSET

13F Portfolio OverlapQ2 2026DELTA ASSET portfolio →

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Most similar hedge funds by 13F overlap

DELTA ASSET MANAGEMENT LLC/TN is an institutional investor managing $1.2B across 599 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 DELTA ASSET are PENINSULA ASSET, Walsky Investment, Haverford Financial Services, with shared positions in $SPGI, $LOW, $ECL, $SYY, $EMR, $BDX. The full ranking of 25 similar funds is below.

#1PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$SPGI $LOW $ECL $SYY $EMR $BDX

$209M

54 positions

#2Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$BNY $SPGI $ETN $EMR $LOW $HON

$108M

52 positions

#3Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$ETN $LOW $HON $HONA $SPGI $ACN

$339M

49 positions

#4J. Stern & Co. LLPActive

Notable overlap · 6 shared positions

$ETN $DIS $HON $HONA $OTIS $LOW

$1.1B

51 positions

#5FinArc Investments, Inc.Active

Notable overlap · 4 shared positions

$LOW $CARR $SYY $DIS

$110M

43 positions

#6SUMMITRY LLCPassive

Notable overlap · 5 shared positions

$CARR $LOW $WFC $EMR $ENB

$3.0B

340 positions

#7TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$WFC $ENB $BDX $TFC $SYY $CCZ

$143M

104 positions

#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 8 shared positions

$WFC $UPS $SWK $EMR $TFC $CCZ

$1.5B

184 positions

#9First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 5 shared positions

$LOW $DIS $HON $HONA $ACN

$529M

75 positions

#10PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$SPGI $CARR $SYY $TFC $ADBE

$836M

93 positions

#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$CARR $DIS $HON $HONA $ACN $ETN

$2.1B

131 positions

#12WAYCROSS PARTNERS, LLCActive

Notable overlap · 6 shared positions

$LOW $ECL $BDX $HON $HONA $EMR

$1.2B

72 positions

#13MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$LOW $BDX $TFC $HON $HONA $ACN

$508M

113 positions

#14DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$WFC $SYY $LOW $ETN $EMR $OTIS

$530M

92 positions

#15Monte Financial Group, LLCPassive

Notable overlap · 6 shared positions

$WFC $UPS $BDX $SWK $AVY $ACN

$312M

102 positions

#16Two Point Capital Management, Inc.Active

Notable overlap · 4 shared positions

$ETN $HON $HONA $ACN

$248M

30 positions

#17Rempart Asset Management Inc.Active

Notable overlap · 5 shared positions

$LOW $WFC $BDX $SWK $WAT

$488M

36 positions

#18Providence Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$ETN $SYY $WFC $LOW $EMR $SPGI

$660M

385 positions

#19CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$ETN $LOW $WFC $EMR

$1.3B

99 positions

#20Phraction Management LLCActive

Notable overlap · 6 shared positions

$SPGI $WFC $HON $HONA $BDX $ETN

$596M

66 positions

#21M. Kraus & CoPassive

Notable overlap · 6 shared positions

$CARR $ENB $ECL $ETN $DIS $OTIS

$377M

86 positions

#22Haverford Trust CoActive

Notable overlap · 6 shared positions

$ETN $LOW $SPGI $HONA $HON $ACN

$11.6B

424 positions

#23Round Hill Asset ManagementActive

Notable overlap · 5 shared positions

$SPGI $DIS $CCZ $WFC $BMY

$159M

62 positions

#24Allied Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$WFC $LOW $SYY $EMR $OTIS

$797M

110 positions

#25Peoples Bank/KSPassive

Notable overlap · 5 shared positions

$WFC $ENB $LOW $BNY $HON

$103M

98 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.