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 LEAVELL INVESTMENT ,

13F Portfolio OverlapQ1 2026LEAVELL INVESTMENT , portfolio →

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Most similar hedge funds by 13F overlap

LEAVELL INVESTMENT MANAGEMENT, INC. is an institutional investor managing $2.4B across 603 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 LEAVELL INVESTMENT , are Pillar Financial Advisors,, Cornerstone Financial, Black Diamond Financial,, with shared positions in $NTRB, $SNOW, $IAU, $COP, $DOV, $HUM. The full ranking of 25 similar funds is below.

#1Pillar Financial Advisors, LLCActive

Some overlap · 5 shared positions

$NTRB $SNOW $IAU $COP $DOV

$171M

106 positions

#2Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$NTRB $SNOW $HUM $COP $DOV $LMT

$109M

1,311 positions

#3Black Diamond Financial, LLCActive

Some overlap · 6 shared positions

$NTRB $SNOW $COP $HUM $MAR $PHYS

$916M

185 positions

#4Red Mountain Financial, LLCPassive

Some overlap · 6 shared positions

$SNOW $IAU $MAR $HUM $LMT $MCD

$106M

79 positions

#5HENGEHOLD CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$NTRB $PHYS $HUM $SO $LMT $MCD

$1.1B

213 positions

#6FC Advisory LLCActive

Some overlap · 5 shared positions

$NTRB $SNOW $HUM $DOV $COP

$342M

115 positions

#7Breakwater Investment ManagementPassive

Some overlap · 5 shared positions

$NTRB $SNOW $HUM $DOV $MAR

$269M

506 positions

#8FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 6 shared positions

$SNOW $IAU $MAR $COP $DOV $NTRB

$1.5B

341 positions

#9Zhang Financial LLCActive

Some overlap · 5 shared positions

$SNOW $IAU $NTRB $DOV $COP

$2.9B

367 positions

#10Fingerlakes Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$NTRB $MAR $DOV $MCD $HUM $LMT

$151M

97 positions

#11Hurlow Wealth Management Group, Inc.Active

Some overlap · 6 shared positions

$SNOW $IAU $HUM $COP $MCD $AFL

$420M

120 positions

#12Wheelhouse Advisory Group LLCActive

Some overlap · 5 shared positions

$NTRB $SNOW $MAR $HUM $MCD

$302M

51 positions

#13Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 7 shared positions

$IAU $NTRB $MAR $HUM $DOV $MCD

$414M

694 positions

#14Cauble & Harre Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$SNOW $IAU $PHYS $HUM

$126M

74 positions

#15Raab & Moskowitz Asset Management LLCPassive

Some overlap · 5 shared positions

$NTRB $MAR $HUM $OKE $MCD

$450M

187 positions

#16Mosaic Advisors LLCPassive

Some overlap · 5 shared positions

$NTRB $MAR $HUM $DOV $COP

$67M

42 positions

#17Cassaday & Co Wealth Management LLCActive

Some overlap · 4 shared positions

$NTRB $SNOW $MAR $MCD

$4.7B

1,361 positions

#18Blackston Financial Advisory Group, LLCActive

Some overlap · 6 shared positions

$NTRB $MAR $HUM $DOV $OKE $MCD

$160M

106 positions

#19Excelsior Advisor Network LLCPassive

Some overlap · 6 shared positions

$IAU $SO $SNOW $HUM $DOV $LMT

$263M

226 positions

#20MidAtlantic Capital Management, Inc.Passive

Some overlap · 4 shared positions

$NTRB $SNOW $DOV $COP

$145M

84 positions

#21Christensen, King & Associates Investment Services, Inc.Active

Some overlap · 7 shared positions

$SNOW $MAR $HUM $COP $DOV $IAU

$233M

105 positions

#22Lynx Investment AdvisoryPassive

Some overlap · 5 shared positions

$SNOW $IAU $HUM $COP $MAR

$209M

181 positions

#23DOPKINS WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$NTRB $SNOW $HUM $IAU

$249M

92 positions

#24Northstar Financial Companies, Inc.Passive

Some overlap · 5 shared positions

$SNOW $IAU $SO $COP $AFL

$126M

112 positions

#25TrustWell Financial Advisors, LLCActive

Some overlap · 5 shared positions

$SNOW $PHYS $PSLV $DOV $COP

$106M

70 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.