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 Aberdeen Wealth

13F Portfolio OverlapQ2 2026Aberdeen Wealth portfolio →

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Most similar hedge funds by 13F overlap

Aberdeen Wealth Management LLC is an institutional investor managing $208M across 427 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 Aberdeen Wealth are Walsky Investment, SECURITY NATIONAL BANK OF SO DAK, Baker Chad R, with shared positions in $CL, $UNP, $LOW, $TXN, $CSX, $NVS. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$CL $UNP $LOW $TXN $CSX $NVS

$108M

52 positions

#2SECURITY NATIONAL BANK OF SO DAK

Some overlap · 6 shared positions

$UNP $ADP $CL $J $PEP $ABT

$207M

119 positions

#3Baker Chad RActive

Some overlap · 7 shared positions

$ADP $LOW $ABT $WM $NSC $CSX

$620M

51 positions

#4WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 5 shared positions

$ADP $CL $TXN $NVS $PEP

$742M

119 positions

#5TRUST CO OF VIRGINIA /VAPassive

Some overlap · 7 shared positions

$ADP $CSX $PEP $ABT $WM $LOW

$1.3B

226 positions

#6LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$ADP $UNP $PEP $ABT $CL $NSC

$273M

104 positions

#7MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 6 shared positions

$ADP $LOW $ABT $PEP $NVS $NSC

$271M

254 positions

#8Andrews Advisory Associates, LLCActive

Some overlap · 5 shared positions

$ADP $LOW $TXN $IAU $PEP

$208M

86 positions

#9Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$ADP $UNP $NVS $PEP $ABT

$116M

240 positions

#10COERENTE CAPITAL MANAGEMENTActive

Some overlap · 5 shared positions

$ADP $CL $PEP $ABT $STZ

$543M

43 positions

#11Financial & Tax Architects, LLCPassive

Some overlap · 5 shared positions

$ADP $LOW $IAU $PEP $ABT

$474M

110 positions

#12Michael Brady & Co., LLCActive

Some overlap · 6 shared positions

$UNP $ADP $CSX $PEP $ABT $WM

$113M

58 positions

#13First PREMIER BankPassive

Some overlap · 6 shared positions

$UNP $ADP $CSX $PEP $WM $IAU

$619M

358 positions

#14HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 5 shared positions

$ADP $UNP $PEP $ABT $WM

$321M

107 positions

#15Boit C F DavidPassive

Some overlap · 6 shared positions

$ADP $PEP $ABT $NVS $UNP $CL

$238M

85 positions

#16CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$ADP $TXN $IAU $NVS $PEP

$767M

184 positions

#17Agate Pass Investment Management, LLCPassive

Some overlap · 6 shared positions

$LOW $TXN $PEP $ADP $ABT $NVS

$271M

109 positions

#18Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$ADP $CL $PEP $ABT $CI

$159M

62 positions

#19First Long Island Investors, LLCActive

Some overlap · 5 shared positions

$ADP $LOW $PEP $SNPS $ABT

$1.4B

73 positions

#20KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$ADP $LOW $PEP $ABT $NSC

$1.5B

228 positions

#21CONNING INC.Passive

Some overlap · 5 shared positions

$CL $ADP $UNP $ABT $CI

$3.3B

327 positions

#22Hamilton Point Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$ADP $CL $IAU $TXN $WM

$710M

193 positions

#23SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Some overlap · 5 shared positions

$ADP $UNP $J $PEP $ABT

$169M

104 positions

#24DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$CL $UNP $TXN $ABT $WM

$12.5B

186 positions

#25MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$ADP $LOW $TXN $PEP $STZ $ABT

$1.2B

106 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.