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 ALBION FINANCIAL GROUP

13F Portfolio OverlapQ2 2026ALBION FINANCIAL GROUP portfolio →

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Most similar hedge funds by 13F overlap

ALBION FINANCIAL GROUP /UT is an institutional investor managing $1.7B across 652 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 ALBION FINANCIAL GROUP are BRIGHT ROCK, Greystone Financial Group, BRADY FAMILY WEALTH, with shared positions in $BLK, $TJX, $APH, $MS, $TMO, $PEP. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$BLK $TJX $APH $MS $TMO $PEP

$499M

73 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 9 shared positions

$TJX $SBUX $LMT $MS $TMO $TXN

$358M

74 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$BLK $TJX $APH $SBUX $PEP $TXN

$346M

113 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$C $SBUX $LMT $PEP $TXN $UNP

$233M

122 positions

#5McKinley Carter Wealth Services, Inc.Active

Notable overlap · 8 shared positions

$PWR $TJX $APH $C $PEP $TXN

$1.9B

322 positions

#6First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 9 shared positions

$BLK $LMT $DIS $TXN $AMGN $UNP

$529M

75 positions

#7WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$BLK $TJX $LMT $TMO $DIS $PEP

$1.3B

73 positions

#8Sarasin & Partners LLPActive

Notable overlap · 7 shared positions

$BLK $C $PWR $UBER $TMO $AMGN

$8.5B

94 positions

#9Osprey Private Wealth LLCPassive

Notable overlap · 7 shared positions

$BLK $TJX $TMO $DIS $PEP $APH

$387M

88 positions

#10Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$BLK $SBUX $LMT $MS $AMGN $UNP

$856M

89 positions

#11Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$BLK $TJX $TMO $TXN $AMGN $UNP

$170M

61 positions

#12MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$SBUX $LMT $MS $TMO $PEP $TXN

$1.2B

106 positions

#13Blossom Wealth ManagementActive

Notable overlap · 9 shared positions

$APH $SBUX $TJX $TXN $AMGN $QCOM

$71M

72 positions

#14Granite Group Advisors, LLCActive

Notable overlap · 8 shared positions

$SBUX $LMT $MS $DIS $PEP $TXN

$169M

84 positions

#15PIONEER TRUST BANK N A/ORPassive

Notable overlap · 8 shared positions

$BLK $TJX $APH $DIS $PEP $MCD

$441M

87 positions

#16Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $LMT $MS $PEP $TXN $UNP

$467M

118 positions

#17First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$APH $BLK $UBER $PEP $LMT $AMGN

$1.4B

73 positions

#18Haverford Trust CoActive

Notable overlap · 7 shared positions

$BLK $TJX $TMO $PEP $TXN $MCD

$11.6B

424 positions

#19Beta Wealth Group, Inc.Active

Notable overlap · 8 shared positions

$TJX $C $MS $SBUX $UBER $DIS

$267M

114 positions

#20EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$SBUX $LMT $MS $PEP $TXN $AMGN

$1.3B

58 positions

#21B & T Capital Management DBA Alpha Capital ManagementPassive

Notable overlap · 7 shared positions

$PWR $SBUX $BLK $LMT $DIS $PEP

$770M

129 positions

#22AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$TJX $APH $TMO $C $UBER $TXN

$1.6B

118 positions

#23Elk River Wealth Management, LLCActive

Notable overlap · 8 shared positions

$APH $MS $UBER $TMO $TXN $BLK

$628M

103 positions

#24ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$APH $TJX $TMO $DIS $PEP $TXN

$1.9B

88 positions

#25FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$C $BLK $LMT $PEP $AMGN $UNP

$5.3B

210 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.