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

13F Portfolio OverlapQ3 2026DELTA portfolio →

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Most similar hedge funds by 13F overlap

DELTA CAPITAL MANAGEMENT LLC is an institutional investor managing $206M across 105 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DELTA are CUTLER INVESTMENT COUNSEL, BERKSHIRE ASSET, Eliot Finkel Investment Counsel, with shared positions in $SCHW, $DE, $CARR, $MCD, $PNC, $PEP. The full ranking of 25 similar funds is below.

#1CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 10 shared positions

$SCHW $DE $CARR $MCD $PNC $PEP

$1.1B

157 positions

#2BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 8 shared positions

$CB $QCOM $DE $SCHW $NSC $MCD

$2.5B

270 positions

#3Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 8 shared positions

$PCAR $GD $DE $NSC $MCD $APD

$214M

33 positions

#4Somerset Trust CoPassive

Notable overlap · 8 shared positions

$GD $NSC $MCD $CB $AMGN $APD

$354M

186 positions

#5Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 7 shared positions

$SCHW $BNY $DE $AMGN $PEP $MDT

$125M

365 positions

#6DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$QCOM $SCHW $MCD $AMGN $DE $PEP

$275M

99 positions

#7Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$BNY $MCD $APD $PNC $AMGN $PEP

$108M

52 positions

#8Insight Inv LLCPassive

Notable overlap · 7 shared positions

$GD $QCOM $PNC $AMGN $PEP $PCAR

$210M

108 positions

#9CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$SCHW $BNY $DE $MCD $PEP $MDT

$1.5B

78 positions

#10BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$BNY $QCOM $MCD $AMGN $BP $Q

$405M

98 positions

#11SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 6 shared positions

$CB $GD $MCD $APD $AMGN $PEP

$2.0B

194 positions

#12Aristotle Capital Management, LLCActive

Notable overlap · 6 shared positions

$QCOM $GD $SONY $APD $PNC $AMGN

$47.7B

212 positions

#13Oak Asset Management, LLCActive

Notable overlap · 8 shared positions

$QCOM $MCD $AMGN $FDX $NSC $MDT

$317M

112 positions

#14HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$BNY $CB $MCD $PNC $AMGN $PEP

$363M

92 positions

#15VIKING GLOBAL INVESTORS LPActive

Notable overlap · 7 shared positions

$SCHW $MCD $APD $FDX $DLR $CVS

$35.1B

90 positions

#16CHRISTINE MESSMER PCActive

Notable overlap · 8 shared positions

$APD $GD $AMGN $PEP $Q $DD

$177M

86 positions

#17Kinsale Capital Group, Inc.Active

Notable overlap · 5 shared positions

$SCHW $BNY $PCAR $MCD $AMGN

$754M

41 positions

#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$CB $QCOM $MCD $AMGN $PEP $MDT

$203M

58 positions

#19MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$BNY $QCOM $PNC $AMGN $PEP $MDT

$1.2B

100 positions

#20SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$QCOM $DE $MCD $APD $PEP $MDT

$208M

56 positions

#21Ark Wealth Advisors LLCPassive

Notable overlap · 7 shared positions

$QCOM $CB $NSC $SCHW $MCD $PEP

$113M

87 positions

#22BECKER CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SCHW $QCOM $APD $AMGN $CARR $GD

$3.7B

303 positions

#23JACOBS & CO/CAPassive

Notable overlap · 7 shared positions

$DE $QCOM $AMGN $SCHW $PEP $CARR

$1.2B

132 positions

#24KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$CB $MCD $PEP $QCOM $NSC $APD

$1.6B

228 positions

#25BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$CB $GD $AMGN $PEP $APD $MCD

$346M

113 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.