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 TORRAY

13F Portfolio OverlapQ1 2026TORRAY portfolio →

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Most similar hedge funds by 13F overlap

TORRAY LLC is an institutional investor managing $682M across 88 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 TORRAY are Catherine Avery Investment, Socorro Asset, Verity & Verity,, with shared positions in $OKE, $NEE, $HPE, $PFE, $PSX, $AMGN. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$OKE $NEE $HPE $PFE $PSX $AMGN

$223M

109 positions

#2Socorro Asset Management LPPassive

Notable overlap · 6 shared positions

$TXN $PFE $OKE $NEE $PLD $MS

$221M

32 positions

#3Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$PFE $AMGN $OKE $NEE $TXN $PLD

$1.3B

138 positions

#4Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$NEE $AMGN $PFE $TXN $PLD $APH

$477M

70 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$AMGN $TXN $NEE $CCZ $KKR $MS

$1.1B

105 positions

#6AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$TXN $NEE $MRSH $AMGN $APH $NOW

$1.4B

114 positions

#7Railway Pension Investments LtdActive

Notable overlap · 7 shared positions

$NEE $TXN $CEG $APH $KLAC $ORLY

$7.0B

103 positions

#8EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$PFE $NEE $CCZ $TXN $AMGN $MS

$1.4B

56 positions

#9DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 5 shared positions

$NEE $AMGN $OKE $TXN $KLAC

$501M

138 positions

#10Palouse Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$TXN $PFE $OKE $MRSH $HPE

$151M

135 positions

#11Barnett & Company, Inc.Passive

Notable overlap · 3 shared positions

$HPE $OKE $PFE

$129M

88 positions

#12Iyo Bank, Ltd.Active

Notable overlap · 5 shared positions

$NEE $PLD $TXN $KLAC $NOW

$281M

35 positions

#13PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 4 shared positions

$HPE $NEE $KKR $BE

$402M

112 positions

#14VANTAGE WEALTH

Notable overlap · 3 shared positions

$TXN $AMGN $NEE

$463M

30 positions

#15JLB & ASSOCIATES INCPassive

Notable overlap · 6 shared positions

$AMGN $CASY $MRSH $APH $KLAC $ORLY

$696M

70 positions

#16Disciplined Investments, LLCPassive

Notable overlap · 5 shared positions

$PSX $NEE $OKE $AJG $TXN

$279M

141 positions

#17Round Hill Asset ManagementPassive

Notable overlap · 3 shared positions

$PFE $AMGN $CCZ

$153M

62 positions

#18NFJ INVESTMENT GROUP, LLCPassive

Notable overlap · 5 shared positions

$PLD $NEE $PFE $PSX $APH

$2.6B

221 positions

#19MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 3 shared positions

$PSX $PFE $BE

$115M

98 positions

#20Northside Capital Management, LLCActive

Notable overlap · 3 shared positions

$TXN $NEE $KKR

$1.1B

193 positions

#21Gallagher Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$PFE $KKR $NOW $MS $VEEV $PSX

$148M

65 positions

#22ELLERSON GROUP INC /ADVPassive

Notable overlap · 3 shared positions

$PSX $AMGN $PFE

$153M

61 positions

#23Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 4 shared positions

$NEE $PSX $AMGN $CCZ

$105M

62 positions

#24Ausbil Investment Management LtdPassive

Some overlap · 3 shared positions

$CEG $NEE $OKE

$201M

63 positions

#25Welch Group, LLCPassive

Some overlap · 4 shared positions

$NEE $PFE $TXN $AJG

$2.7B

310 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.