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 BENJAMIN EDWARDS

13F Portfolio OverlapQ2 2026BENJAMIN EDWARDS portfolio →

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Most similar hedge funds by 13F overlap

BENJAMIN EDWARDS INC is an institutional investor managing $11.0B across 1,425 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 BENJAMIN EDWARDS are DEARBORN PARTNERS, Alliance Wealth Advisors, CERTIOR FINANCIAL GROUP, with shared positions in $APH, $TXN, $WEC, $ATO, $CASY, $WSO. The full ranking of 25 similar funds is below.

#1DEARBORN PARTNERS LLCPassive

Notable overlap · 16 shared positions

$APH $TXN $WEC $ATO $CASY $WSO

$1.8B

269 positions

#2Alliance Wealth Advisors, LLC /UTPassive

Some overlap · 9 shared positions

$GLDM $TXN $VZ $SNA $WEC $WSO

$530M

235 positions

#3CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 7 shared positions

$GLDM $TXN $QCOM $VZ $WEC $WSO

$183M

146 positions

#4BUCKHEAD CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$APH $TXN $CASY $WSO $VZ $RSG

$292M

149 positions

#5RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 7 shared positions

$APH $QCOM $ADP $MCD $SYK $TMUS

$794M

188 positions

#6WENDELL DAVID ASSOCIATES INCActive

Some overlap · 8 shared positions

$APH $WSO $ADP $MCD $SYK $CASY

$947M

155 positions

#7Bath Savings Trust CoActive

Some overlap · 7 shared positions

$APH $CASY $WSO $ADP $MCD $SYK

$965M

177 positions

#8ALBION FINANCIAL GROUP /UTPassive

Some overlap · 7 shared positions

$APH $TXN $QCOM $MCD $WEC $RSG

$1.7B

652 positions

#9ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$APH $TXN $ADP $MCD $SYK $TJX

$1.9B

88 positions

#10Tandem Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$APH $WEC $MCD $RSG $SYK $VRSK

$1.5B

68 positions

#11Blossom Wealth ManagementActive

Some overlap · 6 shared positions

$APH $WEC $TXN $QCOM $MCD $TJX

$71M

72 positions

#12BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$APH $TXN $ADP $MCD $SYK $TJX

$346M

113 positions

#13Nicholson Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$APH $TXN $WEC $ATO $MCD

$170M

111 positions

#14MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$APH $TXN $WEC $ATO $ADP

$857M

166 positions

#15Financial Network Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$APH $GLDM $MCD $VZ $SNA $TJX

$99M

858 positions

#16MCDANIEL TERRY & COActive

Some overlap · 5 shared positions

$APH $TXN $ADP $RSG $SYK

$1.3B

81 positions

#17BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$APH $TXN $WEC $VZ $TJX

$499M

73 positions

#18DDD Partners, LLCActive

Some overlap · 5 shared positions

$TXN $APH $WEC $WSO $QCOM

$1.6B

165 positions

#19JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$APH $MCD $SYK $VRSK $TJX $ADP

$4.1B

83 positions

#20Segment Wealth Management, LLCPassive

Some overlap · 5 shared positions

$APH $TXN $MCD $SYK $TJX

$1.9B

312 positions

#21Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TXN $QCOM $ADP $MCD $SYK $TJX

$467M

118 positions

#22KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$APH $QCOM $ADP $MCD $VZ

$1.5B

228 positions

#23Trueblood Wealth Management, LLCPassive

Some overlap · 6 shared positions

$APH $CASY $RSG $SNA $MCD $TJX

$286M

261 positions

#24HOWE & RUSLING INCPassive

Some overlap · 6 shared positions

$APH $CASY $QCOM $MCD $SYK $TJX

$1.7B

479 positions

#25CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$TXN $ADP $MCD $RSG $TMUS $TJX

$767M

184 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.