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 All Terrain Financial Advisors

13F Portfolio OverlapQ2 2026All Terrain Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

All Terrain Financial Advisors, LLC is an institutional investor managing $615M across 157 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 All Terrain Financial Advisors are Wealth Intelligence, Ironsides Asset Advisors, First Fiduciary Investment Counsel, with shared positions in $LOW, $UNP, $SO, $T, $SLV, $AMGN. The full ranking of 25 similar funds is below.

#1Wealth Intelligence, LLCActive

Notable overlap · 3 shared positions

$LOW $UNP $SO

$215M

59 positions

#2Ironsides Asset Advisors, LLCActive

Notable overlap · 4 shared positions

$LOW $T $SLV $SO

$427M

83 positions

#3First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$LOW $UNP $SO $AMGN $HON $HONA

$529M

75 positions

#4Hardin Capital Partners, LLCActive

Notable overlap · 3 shared positions

$LOW $D $PEP

$215M

141 positions

#5SALEM INVESTMENT COUNSELORS INCActive

Notable overlap · 3 shared positions

$LOW $PEP $ISRG

$4.0B

1,244 positions

#6Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$UNP $LOW $SO $CL $PEP $AMGN

$108M

52 positions

#7Wallington Asset Management, LLCActive

Notable overlap · 8 shared positions

$UNP $LOW $CL $MDT $PEP $AMGN

$814M

61 positions

#8Aurdan Capital Management, LLCActive

Notable overlap · 5 shared positions

$LOW $USB $AMGN $HON $HONA

$394M

99 positions

#9KANAWHA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$LOW $USB $SO $PEP $D $MDT

$1.5B

228 positions

#10Allied Investment Advisors, LLCPassive

Some overlap · 7 shared positions

$LOW $USB $MDT $PEP $KMB $MMM

$797M

110 positions

#11Eley Financial Management, IncPassive

Some overlap · 3 shared positions

$LOW $UNP $TGT

$309M

72 positions

#12Maj Invest Holding A/SActive

Some overlap · 3 shared positions

$LOW $UNP $USB

$2.2B

40 positions

#13AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$LOW $UNP $CL $PEP

$471M

78 positions

#14CAMBIAR INVESTORS LLCActive

Some overlap · 6 shared positions

$UNP $USB $MDT $PEP $HON $HONA

$2.3B

150 positions

#15Cypress Capital, LLCActive

Some overlap · 6 shared positions

$UNP $LOW $CL $MDT $AMGN $MDY

$370M

113 positions

#16Shelter Mutual Insurance CoActive

Some overlap · 4 shared positions

$LOW $UNP $PEP $TGT

$473M

58 positions

#17First PREMIER BankPassive

Some overlap · 5 shared positions

$UNP $USB $SO $PEP $AMGN

$619M

358 positions

#18DMKC Advisory Services, LLCActive

Some overlap · 7 shared positions

$LOW $USB $MDT $PEP $KMB $MMM

$530M

92 positions

#19EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$UNP $USB $SO $PEP $AMGN $T

$1.3B

58 positions

#20KLINGENSTEIN FIELDS & CO LPActive

Some overlap · 7 shared positions

$UNP $CL $PEP $MMM $HON $HONA

$2.9B

195 positions

#21FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$UNP $LOW $MDT $PEP

$383M

74 positions

#22Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 7 shared positions

$LOW $PFH $MDT $PEP $HON $HONA

$658M

152 positions

#23Guilbault Capital LLCPassive

Some overlap · 3 shared positions

$BXSL $UNP $PEP

$100M

73 positions

#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$UNP $SO $PFH $MDT $PEP $T

$233M

122 positions

#25Slagle Financial, LLCPassive

Some overlap · 5 shared positions

$LOW $USB $PFH $PEP $AMGN

$334M

127 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.