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 OverlapQ2 2026RE ADVISERS portfolio →

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Most similar hedge funds by 13F overlap

RE ADVISERS CORP is an institutional investor managing $4.0B across 124 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 RE ADVISERS are WealthBridge Investment Counsel, HENDLEY, Michael Brady, with shared positions in $ETN, $C, $NOC, $BA, $DIS, $COP. The full ranking of 25 similar funds is below.

#1WealthBridge Investment Counsel Inc.Active

Notable overlap · 6 shared positions

$ETN $C $NOC $BA $DIS $COP

$375M

44 positions

#2HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$PH $ETN $COP $TJX $HON $HONA

$283M

47 positions

#3Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$PH $ETN $TJX $CSX $HON $HONA

$113M

58 positions

#4Athena Wealth Management, LLCActive

Notable overlap · 6 shared positions

$C $FCX $COP $ALL $PHM $NOC

$134M

104 positions

#5Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$C $COP $CB $ETN $HON $HONA

$739M

344 positions

#6Wilkinson Global Asset Management LLCActive

Notable overlap · 4 shared positions

$PH $DE $TJX $DIS

$1.3B

62 positions

#7BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$ETN $C $FCX $BA $COP

$679M

104 positions

#8DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$DE $BA $ETN $C $ALL

$530M

92 positions

#9EagleClaw Capital Managment, LLCPassive

Notable overlap · 6 shared positions

$ETN $PH $TJX $FCX $CACI $BA

$745M

145 positions

#10Myriad Asset Management US LPActive

Notable overlap · 5 shared positions

$C $FCX $ETN $CSX $DE

$72M

52 positions

#11Beech Hill Advisors, Inc.Passive

Notable overlap · 5 shared positions

$ETN $BA $FCX $TJX $DIS

$226M

97 positions

#12Myriad Asset Management Advisors LLCActive

Notable overlap · 5 shared positions

$C $FCX $ETN $CSX $DE

$424M

49 positions

#13SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$C $BA $DIS $CSX $GEHC

$3.2B

40 positions

#14GREAT LAKES ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$PH $CSX $TJX $DIS $COP $BA

$13.1B

825 positions

#15Cambridge Financial Group, Inc.Active

Notable overlap · 4 shared positions

$ETN $C $BA $TJX

$287M

33 positions

#16Sage Investment Advisers LLCPassive

Notable overlap · 6 shared positions

$BA $DE $PH $ETN $CSX $C

$149M

98 positions

#17Pegasus Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$PH $ETN $BA $DIS

$351M

75 positions

#18DB Fitzpatrick & Co, IncActive

Notable overlap · 4 shared positions

$ETN $DE $BA $CB

$124M

100 positions

#19CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 5 shared positions

$C $BA $DIS $DE $CB

$200M

76 positions

#20WINSLOW ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ETN $BA $DE $PHM $DIS

$575M

82 positions

#21WealthShield Partners, LLCPassive

Notable overlap · 6 shared positions

$C $TJX $ETN $FANG $PH $CB

$654M

379 positions

#22Parkside Investments, LLCActive

Some overlap · 4 shared positions

$C $FCX $COP $DIS

$902M

91 positions

#23Bedell Frazier Investment Counselling, LLC

Some overlap · 5 shared positions

$C $FCX $DIS $ETN $BA

$495M

128 positions

#24MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$DE $FCX $COP $FANG

$330M

108 positions

#25Minneapolis Portfolio Management Group, LLCActive

Some overlap · 4 shared positions

$PH $DE $BA $HONA

$1.1B

34 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.