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 CONNABLE OFFICE

13F Portfolio OverlapQ1 2026CONNABLE OFFICE portfolio →

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Most similar hedge funds by 13F overlap

CONNABLE OFFICE INC is an institutional investor managing $1.0B across 224 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 CONNABLE OFFICE are Provident of the Employees of the Hebrew University LTD, Cornerstone National Bank &, VeraBank, N.A., with shared positions in $WT, $FLEX, $SHW, $COP, $LOW, $KO. The full ranking of 25 similar funds is below.

#1Provident Co of the Employees of the Hebrew University LTDPassive

Notable overlap · 3 shared positions

$WT $FLEX $SHW

$63M

26 positions

#2Cornerstone National Bank & Trust CoPassive

Notable overlap · 5 shared positions

$FLEX $COP $LOW $KO $MAR

$271M

209 positions

#3VeraBank, N.A.Active

Notable overlap · 5 shared positions

$FLEX $LOW $NEE $KO $PANW

$546M

173 positions

#4United BankPassive

Some overlap · 4 shared positions

$FLEX $LOW $KO $PANW

$301M

124 positions

#5RVW Wealth, LLCActive

Some overlap · 3 shared positions

$WT $FLEX $SYK

$1.3B

176 positions

#6COMMON FUND FOR NONPROFIT ORGANIZATIONSSmart money

Some overlap · 3 shared positions

$FLEX $COP $LEN

$1.0B

26 positions

#7Navalign, LLCPassive

Some overlap · 4 shared positions

$FLEX $COP $KO $HON

$396M

127 positions

#8VestGen Investment ManagementPassive

Some overlap · 3 shared positions

$FLEX $WT $APH

$181M

216 positions

#9Boltwood Capital ManagementPassive

Some overlap · 5 shared positions

$FLEX $KLAC $LOW $AXP $KO

$392M

184 positions

#10Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$WT $FLEX $APH $NEE $KO

$477M

70 positions

#11Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 7 shared positions

$WT $COP $ETN $AXP $WM $MAR

$153M

344 positions

#12IAG Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$WT $FLEX $NEE $KO

$896M

509 positions

#13FIRST INTERSTATE BANKActive

Some overlap · 5 shared positions

$FLEX $LOW $AXP $HON $PANW

$1.8B

187 positions

#14Argo Wealth Advisory, LLCActive

Some overlap · 6 shared positions

$WT $LOW $NEE $SYK $HON $MAR

$170M

48 positions

#15Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$WT $LIN $LOW $NEE $KO

$1.2B

262 positions

#16TigerOak Management, L.L.C.Active

Some overlap · 5 shared positions

$WT $LIN $NEE $KO $TMO

$317M

126 positions

#17WealthPoint Financial, LLCPassive

Some overlap · 4 shared positions

$WT $FLEX $COP $PH

$115M

117 positions

#18LWM Advisory Services, LLCPassive

Some overlap · 5 shared positions

$WT $APH $NEE $ETN $TMO

$94M

76 positions

#19Valmark Advisers, Inc.Active

Some overlap · 3 shared positions

$FLEX $WT $COP

$8.4B

677 positions

#20ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 7 shared positions

$WT $COP $LOW $SYK $KO $HON

$228M

90 positions

#21Glen Eagle Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $LEN $NEE $WM $SHW

$714M

1,021 positions

#22Ausdal Financial Partners, Inc.Passive

Some overlap · 6 shared positions

$WT $LEN $SHW $PANW $MAR $TMO

$2.3B

985 positions

#23GLR Partners, LLCPassive

Some overlap · 4 shared positions

$WT $KLAC $LIN $PH

$183M

100 positions

#24SFM, LLCActive

Some overlap · 5 shared positions

$WT $LIN $SYK $SHW $MAR

$165M

63 positions

#25Consolidated Planning CorpActive

Some overlap · 4 shared positions

$WT $KLAC $APH $KO

$617M

144 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.