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 Benin

13F Portfolio OverlapQ2 2026Benin portfolio →

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Most similar hedge funds by 13F overlap

Benin Management CORP is an institutional investor managing $494M across 152 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 Benin are Ipsen Advisor Group, DMKC Advisory Services, Flavin Financial Services, with shared positions in $PEP, $PNC, $ALL, $UPS, $SYY, $NEE. The full ranking of 25 similar funds is below.

#1Ipsen Advisor Group LLCPassive

Some overlap · 7 shared positions

$PEP $PNC $ALL $UPS $SYY $NEE

$155M

107 positions

#2DMKC Advisory Services, LLCActive

Some overlap · 5 shared positions

$PEP $ALL $FDX $SYY $STT

$530M

92 positions

#3Flavin Financial Services, Inc.Passive

Some overlap · 6 shared positions

$PNC $PEP $UPS $SYY $NEE $SBUX

$175M

81 positions

#4Andrews Advisory Associates, LLCActive

Some overlap · 5 shared positions

$ALL $PEP $FDX $NEE $DIS

$208M

86 positions

#5CAMBIAR INVESTORS LLCActive

Some overlap · 4 shared positions

$PEP $PNC $FDX $SYY

$2.3B

150 positions

#6Insight Inv LLCPassive

Some overlap · 3 shared positions

$PEP $ALL $PNC

$212M

109 positions

#7Granite Group Advisors, LLCActive

Some overlap · 5 shared positions

$PEP $PNC $NEE $DIS $SBUX

$169M

84 positions

#8Tudor Financial Inc.Passive

Some overlap · 5 shared positions

$ALL $PEP $SLV $APH $TRV

$222M

152 positions

#9LMG Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$ALL $PEP $FDX $SYY $PFH

$626M

166 positions

#10NOVEM GROUPPassive

Some overlap · 4 shared positions

$ALL $PNC $PEP $STT

$988M

445 positions

#11Networth Advisors, LLCActive

Some overlap · 4 shared positions

$ALL $PNC $PEP $DIS

$172M

383 positions

#12Rayburn West Financial Services LLCPassive

Some overlap · 4 shared positions

$PEP $PNC $UPS $SYY

$181M

81 positions

#13GODSEY & GIBB, INCPassive

Some overlap · 4 shared positions

$PEP $PNC $UPS $STT

$1.2B

383 positions

#14Pavion Blue Capital, LLCPassive

Some overlap · 5 shared positions

$PEP $FDX $UPS $DIS $SBUX

$248M

111 positions

#15Miller Financial Services LLCPassive

Some overlap · 4 shared positions

$PEP $ALL $SLV $UPS

$124M

142 positions

#16PYA Waltman Capital, LLCActive

Some overlap · 5 shared positions

$PEP $ALL $TRV $UPS $NEE

$421M

67 positions

#17MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 4 shared positions

$PEP $PNC $NEE $SBUX

$1.2B

106 positions

#18Harvest Investment Advisors, LLCActive

Some overlap · 4 shared positions

$ALL $PNC $UPS $STT

$202M

58 positions

#19ARQ WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$PEP $FDX $UPS $SYY $DIS

$807M

209 positions

#20Telos Capital Management, Inc.Passive

Some overlap · 4 shared positions

$PEP $PNC $TRV $NEE

$1.1B

201 positions

#21DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$PNC $PEP $FDX

$217M

108 positions

#22CARRET ASSET MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ALL $PEP $FDX $PNC $TRV

$1.1B

309 positions

#23Partnership Wealth Management, LLCActive

Some overlap · 5 shared positions

$PEP $FDX $NEE $DIS $SYY

$148M

67 positions

#24Center for Wealth Management AdvisoryActive

Some overlap · 3 shared positions

$PEP $PNC $UPS

$159M

62 positions

#25FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Some overlap · 4 shared positions

$PEP $FDX $UPS $DIS

$670M

79 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.