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 ADAMS DIVERSIFIED EQUITY FUND

13F Portfolio OverlapQ2 2026ADAMS DIVERSIFIED EQUITY FUND portfolio →

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Most similar hedge funds by 13F overlap

ADAMS DIVERSIFIED EQUITY FUND, INC. is an institutional investor managing $3.3B across 103 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 ADAMS DIVERSIFIED EQUITY FUND are Night Squared, Basepoint Wealth, DAVIDSON INVESTMENT ADVISORS, with shared positions in $PM, $ADI, $ANET, $SNDK, $PEO, $NEE. The full ranking of 25 similar funds is below.

#1Night Squared LPPassive

Some overlap · 4 shared positions

$PM $ADI $ANET $SNDK

$930M

69 positions

#2Basepoint Wealth LLCPassive

Some overlap · 3 shared positions

$PEO $NEE $PFG

$175M

632 positions

#3DAVIDSON INVESTMENT ADVISORSActive

Some overlap · 4 shared positions

$PM $ADI $VRTX $ANET

$2.4B

123 positions

#4Alaethes Wealth, LLCPassive

Some overlap · 4 shared positions

$PM $VRTX $ANET $NEE

$345M

111 positions

#5GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 4 shared positions

$PM $ANET $PFG $ETR

$2.2B

268 positions

#6Covenant Asset Management, LLCPassive

Some overlap · 4 shared positions

$ADI $VRTX $ANET $HWM

$595M

164 positions

#7HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 4 shared positions

$ADI $ANET $NEE $ETR

$461M

144 positions

#8LORD, ABBETT & CO. LLCPassive

Some overlap · 4 shared positions

$ADI $PM $NEE $ETR

$34.9B

558 positions

#9Winslow Capital Management, LLCActive

Some overlap · 4 shared positions

$ADI $ANET $SNDK $HWM

$29.1B

66 positions

#10Alyeska Investment Group, L.P.Passive

Some overlap · 4 shared positions

$ADI $ANET $IEX $PM

$38.9B

652 positions

#11Canoe Financial LPActive

Slight overlap · 3 shared positions

$PM $ADI $MTB

$8.1B

110 positions

#12Evansbrook LLCActive

Slight overlap · 4 shared positions

$ADI $ANET $NEE $PM

$168M

127 positions

#13Fox Hill Wealth ManagementPassive

Slight overlap · 4 shared positions

$ANET $NEE $HWM $ETR

$249M

120 positions

#14Gratus Wealth Advisors, LLCActive

Slight overlap · 4 shared positions

$ADI $ANET $CSX $HWM

$786M

138 positions

#15Annex Advisory Services, LLCActive

Slight overlap · 3 shared positions

$PM $ADI $NEE

$5.9B

356 positions

#16Cincinnati Specialty Underwriters Insurance COActive

Slight overlap · 3 shared positions

$PM $ADI $NEE

$449M

45 positions

#17ProVise Management Group, LLCPassive

Slight overlap · 3 shared positions

$PM $ADI $ETR

$1.5B

282 positions

#18ROBINSON SMITH WEALTH ADVISORS LLCActive

Slight overlap · 4 shared positions

$ANET $NEE $PFG $PM

$167M

98 positions

#19Van Diest Capital, LLCPassive

Slight overlap · 3 shared positions

$PM $ADI $ANET

$112M

176 positions

#20Unique Wealth Strategies, LLCPassive

Slight overlap · 3 shared positions

$PM $ADI $SNDK

$275M

223 positions

#21Kapstone Financial Advisors LLCActive

Slight overlap · 3 shared positions

$PM $ADI $CSX

$239M

175 positions

#22Lantz Financial LLCPassive

Slight overlap · 3 shared positions

$PM $ADI $ETR

$546M

259 positions

#23Keystone Financial ServicesActive

Slight overlap · 3 shared positions

$PM $ADI $SNDK

$388M

131 positions

#24LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$ADI $HWM $CSX $PM

$320M

82 positions

#25TRUIST FINANCIAL CORPPassive

Slight overlap · 3 shared positions

$PM $ADI $ETR

$83.7B

2,914 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.