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Hedge Funds Similar to ADVISORY RESEARCH

13F Portfolio OverlapQ2 2026ADVISORY RESEARCH portfolio →
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Most similar hedge funds by 13F overlap

ADVISORY RESEARCH INC is an institutional investor managing $1.0B across 136 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 ADVISORY RESEARCH are TrueMark Investments, OPAL, Night Squared, with shared positions in $PM, $AEP, $CME, $GSK, $BTI, $KDP. The full ranking of 25 similar funds is below.

#1TrueMark Investments, LLCPassive
Notable overlap · 5 shared positions
$PM$AEP$CME$GSK$BTI
$798M
187 positions
#2OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$PM$AEP$CME$GSK$BTI
$560M
136 positions
#3Night Squared LPPassive
Some overlap · 4 shared positions
$KDP$PM$BTI$FERG
$930M
69 positions
#4Ilex Capital Partners (UK) LLPActive
Some overlap · 4 shared positions
$KDP$PM$CCZ$PFGC
$4.9B
147 positions
#5Roubaix Capital, LLCPassive
Some overlap · 3 shared positions
$PRSU$JBTM$ACVA
$279M
50 positions
#6Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$PM$AEP$CME
$112M
63 positions
#7Keystone Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$PM$CME$GSK$BTI
$388M
39 positions
#8GQG Partners LLCActive
Some overlap · 3 shared positions
$PM$AEP$BTI
$53.8B
102 positions
#9Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$PM$CME$LAMR
$4.4B
30 positions
#10Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$PM$CME$GSK
$253M
63 positions
#11ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$KDP$LAMR$HUBB$FERG
$3.6B
244 positions
#12VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$TPR$KDP$HUBB
$1.7B
345 positions
#13Ninety One North America, Inc.Active
Some overlap · 3 shared positions
$PM$LTM$INTU
$2.1B
106 positions
#14ProVise Management Group, LLCPassive
Some overlap · 4 shared positions
$PM$CCZ$GSK$FERG
$1.5B
282 positions
#15Range Financial Group LLCPassive
Some overlap · 3 shared positions
$TPR$PM$BTI
$366M
206 positions
#16BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$PM$CME$LAMR
$515M
142 positions
#17Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 3 shared positions
$PM$AEP$MPC
$321M
153 positions
#18TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$PM$GSK$CCZ
$143M
104 positions
#19Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$PM$CME$INTU
$856M
89 positions
#20KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$PM$HUBB$AEP
$192M
89 positions
#21Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$TPR$HUBB$MPC
$2.5B
166 positions
#22TEMA ETFS LLCActive
Some overlap · 3 shared positions
$BELFA$AEP$HUBB
$3.1B
583 positions
#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PM$CME$DAC
$233M
122 positions
#24Blue Capital, Inc.Passive
Some overlap · 3 shared positions
$PM$LAMR$MPC
$158M
122 positions
#25TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$PM$MPC$AEP
$686M
151 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.