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 ADVOCATE GROUP

13F Portfolio OverlapQ3 2026ADVOCATE GROUP portfolio →

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Most similar hedge funds by 13F overlap

ADVOCATE GROUP LLC is an institutional investor managing $646M across 122 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ADVOCATE GROUP are OLD REPUBLIC INTERNATIONAL, MORGAN DEMPSEY, VIRGINIA WEALTH GROUP, with shared positions in $EMR, $EVRG, $CMI, $SO, $DUK, $PFE. The full ranking of 25 similar funds is below.

#1OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 11 shared positions

$EMR $EVRG $CMI $SO $DUK $PFE

$2.2B

70 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$VZ $CMI $DUK $MDT $SO $UNP

$233M

122 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 9 shared positions

$EMR $DUK $VZ $SO $CB $TGT

$203M

58 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$DUK $SO $MS $PFE $BMY $TGT

$1.3B

58 positions

#5Verity & Verity, LLCActive

Notable overlap · 8 shared positions

$ENB $PFE $CMI $TGT $VZ $TXN

$1.5B

139 positions

#6Signature Wealth Management Group

Notable overlap · 8 shared positions

$SO $PFE $BMY $TGT $TXN $UPS

$263M

128 positions

#7Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$VZ $MDT $SO $MCD $TXN $UL

$497M

948 positions

#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 8 shared positions

$EMR $BMY $TGT $TXN $DUK $MDT

$3.3B

229 positions

#9EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$VZ $MDT $TGT $SCHW $UL $UPS

$5.2B

76 positions

#10Keystone Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$VZ $MDT $PFE $BMY $UL $UPS

$404M

39 positions

#11RAHLFS CAPITAL, LLCPassive

Notable overlap · 9 shared positions

$VZ $SO $DUK $MCD $TXN $BMY

$150M

89 positions

#12OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$MS $DUK $SO $BMY $TGT $NTR

$230M

116 positions

#13FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 7 shared positions

$VZ $ENB $EVRG $BMY $TXN $UL

$202M

327 positions

#14Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$MS $DUK $MDT $CB $TGT $UL

$10.2B

208 positions

#15Ranch Capital Advisors Inc.Passive

Notable overlap · 8 shared positions

$CMI $VZ $EVRG $SO $DUK $TGT

$316M

157 positions

#16RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$ENB $EVRG $EMR $MDT $BMY $UPS

$2.4B

181 positions

#17Murphy Pohlad Asset Management LLCPassive

Notable overlap · 7 shared positions

$EMR $MDT $UNP $CMI $NTR $UPS

$288M

140 positions

#18First PREMIER BankPassive

Notable overlap · 7 shared positions

$DUK $SO $UNP $MCD $XEL $EMR

$621M

388 positions

#19GQG Partners LLCActive

Notable overlap · 6 shared positions

$VZ $ENB $CB $DUK $XEL $UL

$53.8B

102 positions

#20BCWM, LLCPassive

Notable overlap · 6 shared positions

$VZ $DUK $PFE $UNP $BMY $UPS

$342M

57 positions

#21Cypress Capital, LLCActive

Notable overlap · 7 shared positions

$UNP $BMY $MDT $SCHW $MCD $KR

$377M

117 positions

#22Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$VZ $DUK $PFE $MCD $UL $UNP

$143M

66 positions

#23Pathway Financial Advisers, LLCPassive

Notable overlap · 8 shared positions

$ENB $DUK $CMI $VZ $SO $EVRG

$399M

405 positions

#24Persium Advisors, LLCSmart money

Notable overlap · 6 shared positions

$DUK $VZ $MDT $UNP $PFE $MCD

$191M

70 positions

#25Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$PFE $BMY $TGT $MCD $UPS $VZ

$116M

172 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.