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 American

13F Portfolio OverlapQ2 2026American portfolio →

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Most similar hedge funds by 13F overlap

American Trust is an institutional investor managing $1.3B across 334 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 American are 1ST SOURCE BANK, JENSEN INVESTMENT, River Street Advisors, with shared positions in $SRCE, $TJX, $PEP, $KLAC, $APH, $CTAS. The full ranking of 25 similar funds is below.

#11ST SOURCE BANKActive

Notable overlap · 3 shared positions

$SRCE $TJX $PEP

$2.2B

289 positions

#2JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$KLAC $APH $TJX $CTAS $SYK $ABT

$4.1B

83 positions

#3River Street Advisors LLCPassive

Some overlap · 7 shared positions

$KLAC $CMI $NEE $EOG $PEP $DOV

$340M

177 positions

#4OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 7 shared positions

$KLAC $CMI $NEE $EOG $PEP $DOV

$530M

275 positions

#5DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 7 shared positions

$KLAC $CTAS $NEE $TJX $PH $TXN

$517M

137 positions

#6BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$APH $TJX $NEE $SCHW $EOG $PEP

$499M

73 positions

#7Allen Capital Group, LLCPassive

Some overlap · 6 shared positions

$KLAC $APH $DE $GLDM $SCHW $PEP

$1.2B

319 positions

#8UNITED BANKActive

Some overlap · 9 shared positions

$CMI $KLAC $EOG $PEP $TXN $SYK

$853M

130 positions

#9Turtle Creek Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$KLAC $APH $TJX $PH $EOG $TXN

$1.9B

515 positions

#10Petros Family Wealth, LLCPassive

Some overlap · 7 shared positions

$KLAC $TJX $NEE $TXN $SYK $DE

$164M

134 positions

#11Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$KLAC $APH $NEE $PH $TXN $SYK

$8.0B

102 positions

#12ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$KLAC $APH $NEE $PH $TXN $BLK

$409M

182 positions

#13JLB & ASSOCIATES INCPassive

Some overlap · 5 shared positions

$KLAC $APH $TJX $PEP $SYK

$748M

68 positions

#14Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$KLAC $TJX $NEE $PEP $ABT $BLK

$1.6B

184 positions

#15Palisade Asset Management, LLCPassive

Some overlap · 8 shared positions

$TJX $DE $KLAC $PEP $TXN $SYK

$1.1B

204 positions

#16Churchill Financial Advisors, LLCActive

Some overlap · 6 shared positions

$CMI $KLAC $TJX $DE $GLDM $TXN

$519M

125 positions

#17CABOT WEALTH MANAGEMENT INCPassive

Some overlap · 5 shared positions

$KLAC $APH $TJX $CTAS $GLDM

$982M

142 positions

#18FIRST MERCHANTS CORPActive

Some overlap · 7 shared positions

$APH $TJX $CMI $SCHW $TXN $SYK

$2.8B

361 positions

#19Norway Savings BankPassive

Some overlap · 6 shared positions

$KLAC $APH $TJX $NEE $ABT $BLK

$239M

104 positions

#20Segment Wealth Management, LLCActive

Some overlap · 7 shared positions

$APH $TJX $CTAS $PH $EOG $TXN

$1.9B

312 positions

#21ARWA LLCPassive

Some overlap · 7 shared positions

$TJX $APH $CTAS $NEE $EOG $GLDM

$241M

139 positions

#22Texas Capital Bank Wealth Management Services IncActive

Some overlap · 5 shared positions

$KLAC $APH $TJX $DE $NEE

$1.9B

349 positions

#23Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$KLAC $APH $NEE $PH $ABT $BLK

$686M

532 positions

#24Stonehage Fleming Financial Services Holdings Ltd

Some overlap · 6 shared positions

$KLAC $APH $CTAS $SYK $DOV $TJX

$2.9B

215 positions

#25Union Heritage Capital, LLCPassive

Some overlap · 5 shared positions

$KLAC $APH $TJX $PEP $SYK

$295M

65 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.