Hedge Funds Similar to MOODY ALDRICH PARTNERS

13F Portfolio OverlapQ2 2026MOODY ALDRICH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

MOODY ALDRICH PARTNERS LLC is an institutional investor managing $557M across 175 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MOODY ALDRICH PARTNERS are Phocas Financial, Leeward Investments, - MA, Affinity Asset Advisors, with shared positions in $WTFC, $COLB, $CASH, $TRNO, $ONB, $TEX. The full ranking of 25 similar funds is below.

Some overlap · 6 shared positions
$721M
153 positions
Some overlap · 6 shared positions
$2.2B
140 positions
Some overlap · 4 shared positions
$2.2B
113 positions
Some overlap · 4 shared positions
$967M
120 positions
Some overlap · 3 shared positions
$413M
101 positions
Some overlap · 4 shared positions
$1.4B
72 positions
Some overlap · 3 shared positions
$524M
36 positions
Some overlap · 3 shared positions
$114M
48 positions
Some overlap · 4 shared positions
$2.0B
50 positions
Some overlap · 3 shared positions
$63M
33 positions
Some overlap · 3 shared positions
$4.3B
106 positions
Some overlap · 3 shared positions
$6.7B
109 positions
Some overlap · 3 shared positions
$581M
84 positions
Some overlap · 3 shared positions
$962M
73 positions
Some overlap · 3 shared positions
$935M
31 positions
Some overlap · 3 shared positions
$452M
46 positions
Some overlap · 3 shared positions
$468M
59 positions
Some overlap · 3 shared positions
$2.7B
30 positions
Some overlap · 3 shared positions
$13.7B
42 positions
Some overlap · 3 shared positions
$1.2B
56 positions
Some overlap · 4 shared positions
$6.7B
745 positions
#22Future Fund LLCPassive
Some overlap · 3 shared positions
$349M
118 positions
Some overlap · 3 shared positions
$364M
20 positions
Some overlap · 3 shared positions
$1.6B
29 positions
Some overlap · 3 shared positions
$5.7B
155 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.