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 /TN

13F Portfolio OverlapQ1 2026DELTA ASSET /TN portfolio →

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Most similar hedge funds by 13F overlap

DELTA ASSET MANAGEMENT LLC/TN is an institutional investor managing $1.1B across 596 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 DELTA ASSET /TN are J. Stern & LLP, Haverford Financial Services,, Walsky Investment ,, with shared positions in $ETN, $HON, $DIS, $OTIS, $LOW, $ACN. The full ranking of 25 similar funds is below.

#1J. Stern & Co. LLPActive

Notable overlap · 5 shared positions

$ETN $HON $DIS $OTIS $LOW

$1.0B

49 positions

#2Haverford Financial Services, Inc.Active

Notable overlap · 4 shared positions

$HON $ETN $LOW $ACN

$336M

46 positions

#3Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$HON $__PARK_1390777 $ETN $LOW $EMR $WFC

$98M

50 positions

#4SUMMITRY LLCPassive

Notable overlap · 5 shared positions

$LOW $WFC $CARR $ETN $EMR

$2.3B

266 positions

#5Rempart Asset Management Inc.Active

Notable overlap · 5 shared positions

$LOW $WFC $BDX $SWK $WAT

$475M

36 positions

#6WAYCROSS PARTNERS, LLCActive

Notable overlap · 4 shared positions

$HON $LOW $ECL $BDX

$1.0B

76 positions

#7TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

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

$132M

96 positions

#8CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$ETN $LOW $WFC $EMR

$1.2B

103 positions

#9Two Point Capital Management, Inc.Active

Notable overlap · 3 shared positions

$ETN $HON $ACN

$229M

28 positions

#10Terra Alpha Investments LLC

Notable overlap · 5 shared positions

$ETN $CARR $AVY $ACN $SYY

$98M

32 positions

#11PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$LOW $ECL $SYY $EMR $BDX

$196M

53 positions

#12WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 4 shared positions

$HON $DIS $CARR $ACN

$2.1B

122 positions

#13Sawyer & Company, IncPassive

Notable overlap · 7 shared positions

$HON $ETN $DIS $SYY $ECL $EMR

$260M

197 positions

#14MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$LOW $BDX $TFC $ACN $HON $WAT

$482M

106 positions

#15M. Kraus & CoActive

Notable overlap · 7 shared positions

$CARR $ENB $ECL $BDX $DIS $OTIS

$343M

81 positions

#16MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$HON $ECL $ETN $EMR $ACN $ADBE

$1.2B

81 positions

#17CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$DIS $__PARK_1390777 $BDX $UPS $INTC $WAT

$2.0B

76 positions

#18Peoples Bank/KSPassive

Notable overlap · 6 shared positions

$WFC $ENB $LOW $__PARK_1390777 $HON $CCZ

$99M

99 positions

#19FIDUCIARY MANAGEMENT INC /WI/Active

Notable overlap · 5 shared positions

$CARR $BDX $SYY $AVY $ACN

$8.1B

62 positions

#20Powszechne Towarzystwo Emerytalne Allianz Polska S.A.Smart money

Notable overlap · 4 shared positions

$WFC $DIS $UPS $EMR

$268M

10 positions

#21Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$WFC $CARR $SYY $DIS $ACN $OTIS

$974M

782 positions

#22Wealth Intelligence, LLCActive

Notable overlap · 3 shared positions

$LOW $ETN $UPS

$208M

58 positions

#23Greystone Financial Group, LLCPassive

Notable overlap · 4 shared positions

$LOW $__PARK_1390777 $HON $EMR

$353M

78 positions

#24AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 6 shared positions

$ETN $ECL $BDX $TFC $ACN $CARR

$1.4B

114 positions

#25Newport Trust Company, LLCSmart money

Some overlap · 4 shared positions

$HON $DIS $EMR $WAT

$40.7B

64 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.