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 ALLSTATE

13F Portfolio OverlapQ1 2026ALLSTATE portfolio →

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Most similar hedge funds by 13F overlap

ALLSTATE CORP is an institutional investor managing $9.4B across 1,124 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 ALLSTATE are Strategic Financial Services,, Rockbridge Investment , LCC, Longview Financial Advisors, with shared positions in $COP, $GE, $LRCX, $PLTR, $AMD, $BAC. The full ranking of 25 similar funds is below.

#1Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $GE $LRCX

$2.1B

152 positions

#2Rockbridge Investment Management, LCCSmart money

Notable overlap · 3 shared positions

$COP $GE $PLTR

$1.1B

137 positions

#3Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$COP $LRCX $PLTR

$184M

157 positions

#4Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$COP $PLTR $AMD

$333M

198 positions

#5Whelan FinancialActive

Notable overlap · 4 shared positions

$COP $BAC $LRCX $AMAT

$322M

88 positions

#6Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 3 shared positions

$COP $MU $AMD

$566M

28 positions

#7Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 3 shared positions

$COP $MU $AMAT

$578M

118 positions

#8MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$COP $GE $BAC

$634M

106 positions

#9PRUDENTIAL PLCActive

Some overlap · 5 shared positions

$COP $MU $PLTR $GE $LRCX

$17.1B

680 positions

#10Integrity Investment Advisors, LLCActive

Some overlap · 3 shared positions

$COP $PLTR $AMD

$184M

74 positions

#11Oakworth Capital, Inc.Active

Some overlap · 4 shared positions

$COP $KO $MU $LRCX

$1.9B

859 positions

#12Stonebridge Capital Advisors LLCPassive

Some overlap · 3 shared positions

$COP $AMD $KO

$1.4B

211 positions

#13Horizon Investment Services, LLCPassive

Some overlap · 4 shared positions

$COP $MU $AMAT $LRCX

$288M

137 positions

#14Steele Capital Management, Inc.Active

Some overlap · 3 shared positions

$COP $PLTR $BAC

$2.4B

86 positions

#15Massachusetts Wealth ManagementPassive

Some overlap · 5 shared positions

$COP $MU $BAC $KO $GE

$231M

98 positions

#16Gradient Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$COP $BAC $LRCX

$386M

177 positions

#17American Financial Advisors, LLCActive

Some overlap · 3 shared positions

$COP $GE $KO

$750M

159 positions

#18Providence First Trust CoPassive

Some overlap · 5 shared positions

$COP $MU $GE $AMAT $LRCX

$284M

179 positions

#19Mason & Associates IncActive

Some overlap · 3 shared positions

$COP $PLTR $AMD

$516M

160 positions

#20Level Financial AdvisorsActive

Some overlap · 3 shared positions

$COP $LRCX $GE

$392M

92 positions

#21Gladwyn Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$COP $KO $GE

$144M

86 positions

#22truNorth Financial Services, Inc.Active

Some overlap · 3 shared positions

$COP $PLTR $LRCX

$97M

49 positions

#23FIDUCIARY ADVISORS, INC.Active

Some overlap · 3 shared positions

$COP $BAC $KO

$133M

121 positions

#24Greenspring Advisors, LLCActive

Some overlap · 3 shared positions

$COP $GE $LIF

$1.6B

318 positions

#25Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$COP $AMD $LRCX

$509M

132 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.