What hedge funds are most similar to RE ADVISERS CORP?

The funds with the most similar 13F portfolios to RE ADVISERS CORP are BOURGEON, SOUND SHORE /CT/, Estabrook, based on overlapping conviction holdings in the latest SEC filings.

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 RE ADVISERS

13F Portfolio OverlapQ1 2026RE ADVISERS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RE ADVISERS CORP is an institutional investor managing $3.7B across 111 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 RE ADVISERS are BOURGEON, SOUND SHORE /CT/, Estabrook, with shared positions in $C, $BAC, $ETN, $FCX, $BA, $COP. The full ranking of 25 similar funds is below.

#1BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $BAC $ETN $FCX $BA $COP

$578M

108 positions

#2SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 7 shared positions

$C $BAC $BA $DIS $GEHC $NXPI

$3.0B

40 positions

#3Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$C $COP $HON $BAC $CB $ETN

$685M

380 positions

#4Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$C $BAC $ETN $BA $TJX $MCD

$267M

33 positions

#5Cartenna Capital, LPActive

Notable overlap · 6 shared positions

$PH $LRCX $ETN $MCD $CSX $FCX

$2.7B

47 positions

#6Focused Investors LLCActive

Notable overlap · 6 shared positions

$NOC $TJX $MCD $UNH $DIS $CI

$3.1B

22 positions

#7MONTGOMERY INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$DE $COP $BAC $FCX $FANG $MCD

$293M

103 positions

#8Beech Hill Advisors, Inc.Passive

Notable overlap · 7 shared positions

$BA $ETN $TJX $UNH $FCX $DIS

$200M

94 positions

#9Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$NOC $HON $TJX $CB $MCD $ABT

$446M

104 positions

#10Miller Capital Partners, Inc.Passive

Notable overlap · 7 shared positions

$LRCX $DE $PH $MCD $CSX $HON

$208M

262 positions

#11WAYCROSS PARTNERS, LLCActive

Notable overlap · 7 shared positions

$C $HON $BA $MCD $BSX $NXPI

$1.0B

76 positions

#12Westhampton Capital, LLCActive

Notable overlap · 6 shared positions

$PH $LRCX $ETN $DE $DIS $MCD

$214M

129 positions

#13Signet Investment Advisory Group, Inc.Active

Notable overlap · 7 shared positions

$HON $MCD $NOC $COP $CSX $UNH

$218M

69 positions

#14BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$BAC $HON $CB $DE $MCD $ABT

$2.3B

264 positions

#15Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 7 shared positions

$COP $BA $FCX $UNH $C $MCD

$566M

28 positions

#16Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$PH $ETN $TJX $HON $MCD $ABT

$100M

54 positions

#17Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$C $BAC $COP $CB $UNH $CCI

$9.8B

213 positions

#18KEMPNER CAPITAL MANAGEMENT INC.

Notable overlap · 6 shared positions

$C $BAC $UNH $DIS $CB $FANG

$106M

43 positions

#19FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$COP $MCD $BAC $HON $ETN $C

$5.0B

201 positions

#20MARVIN & PALMER ASSOCIATES INCActive

Notable overlap · 4 shared positions

$PH $DE $C $TJX

$84M

21 positions

#21Running Oak Capital LLCActive

Notable overlap · 6 shared positions

$TJX $ETN $PH $HON $CACI $CI

$741M

55 positions

#22GREAT LAKES ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$PH $BAC $TJX $DIS $COP $ABT

$12.1B

792 positions

#23Persium Advisors, LLCSmart money

Notable overlap · 6 shared positions

$HON $UNH $LRCX $COP $MCD $ABT

$127M

60 positions

#24Live Oak Private Wealth LLCPassive

Notable overlap · 7 shared positions

$BAC $TJX $HON $DIS $UNH $ABT

$717M

207 positions

#25Wilkinson Global Asset Management LLCActive

Notable overlap · 6 shared positions

$PH $DE $TJX $DIS $MCD $FANG

$1.3B

60 positions

Compare RE ADVISERS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RE ADVISERS’s holdings

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.