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 ADVISORY RESEARCH

13F Portfolio OverlapQ1 2026ADVISORY RESEARCH portfolio →

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Most similar hedge funds by 13F overlap

ADVISORY RESEARCH INC is an institutional investor managing $813M across 137 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 ADVISORY RESEARCH are TrueMark Investments,, OPAL, Measured Risk Portfolios,, with shared positions in $PM, $CME, $AEP, $GSK, $BTI, $CCZ. The full ranking of 25 similar funds is below.

#1TrueMark Investments, LLCPassive

Notable overlap · 5 shared positions

$PM $CME $AEP $GSK $BTI

$514M

167 positions

#2OPAL CAPITAL LLCPassive

Notable overlap · 5 shared positions

$PM $CME $AEP $GSK $BTI

$565M

141 positions

#3Measured Risk Portfolios, Inc.Passive

Some overlap · 3 shared positions

$PM $CME $AEP

$91M

66 positions

#4TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$PM $GSK $CCZ $LAMR $COP

$132M

96 positions

#5GQG Partners LLCActive

Some overlap · 4 shared positions

$PM $AEP $CME $BTI

$63.1B

81 positions

#6Hamlin Capital Management, LLCActive

Some overlap · 4 shared positions

$PM $CME $LAMR $COP

$4.1B

30 positions

#7Brentview Investment Management LLCPassive

Some overlap · 3 shared positions

$PM $CME $GSK

$231M

63 positions

#8Contrarius Group Holdings LtdActive

Some overlap · 3 shared positions

$KDP $PM $BTI

$1.8B

39 positions

#9Alley Investment Management Company, LLCActive

Some overlap · 3 shared positions

$PM $CME $INTU

$821M

85 positions

#10CINCINNATI FINANCIAL CORPActive

Some overlap · 3 shared positions

$PM $CME $CCZ

$5.0B

55 positions

#11Troy Asset Management LtdSmart money

Some overlap · 4 shared positions

$CME $HUBB $INTU $PM

$3.4B

30 positions

#12Keystone Financial Planning, Inc.Smart money

Some overlap · 4 shared positions

$CME $PM $BTI $GSK

$374M

40 positions

#13DCM Advisors, LLCActive

Some overlap · 4 shared positions

$PM $CCZ $MPC $COP

$220M

38 positions

#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$CME $PM $DAC

$220M

148 positions

#15KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Some overlap · 4 shared positions

$PM $HUBB $AEP $COP

$181M

93 positions

#16Range Financial Group LLCPassive

Some overlap · 3 shared positions

$TPR $PM $BTI

$298M

190 positions

#17Smith Group Asset Management, LLCActive

Some overlap · 3 shared positions

$TPR $HUBB $MPC

$2.0B

162 positions

#18MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 4 shared positions

$CME $GSK $LAMR $COP

$3.7B

138 positions

#19Robinson Value Management, Ltd.Passive

Some overlap · 4 shared positions

$INTU $GSK $CCZ $COP

$180M

73 positions

#20ANCHOR CAPITAL ADVISORS LLCPassive

Some overlap · 4 shared positions

$HUBB $LAMR $KDP $FERG

$3.5B

251 positions

#21SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$CME $AEP $COP

$728M

79 positions

#22Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Some overlap · 3 shared positions

$PM $AEP $MPC

$296M

146 positions

#23Carolina Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$PM $TPR $CCZ

$240M

278 positions

#24FAYEZ SAROFIM & COActive

Some overlap · 3 shared positions

$PM $INTU $CME

$39.1B

294 positions

#25TEMA ETFS LLCPassive

Some overlap · 3 shared positions

$BELFA $AEP $HUBB

$1.5B

574 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.