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 Cambridge Advisors

13F Portfolio OverlapQ2 2026Cambridge Advisors portfolio →

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Most similar hedge funds by 13F overlap

Cambridge Advisors Inc. is an institutional investor managing $582M across 183 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 Cambridge Advisors are O'Keefe Stevens Advisory, Eliot Finkel Investment Counsel, OF VIRGINIA, with shared positions in $GLW, $AMGN, $UNP, $ITW, $PEP, $ORLY. The full ranking of 25 similar funds is below.

#1O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 3 shared positions

$GLW $AMGN $UNP

$488M

81 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$GLW $AMGN $ITW $PEP

$214M

33 positions

#3TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 6 shared positions

$GLW $AMGN $ORLY $LOW $PEP $ADP

$1.3B

226 positions

#4Cornerstone Capital, Inc.Active

Notable overlap · 3 shared positions

$GLW $AMGN $PEP

$1.1B

120 positions

#5Insight Inv LLCPassive

Notable overlap · 5 shared positions

$GLW $AMGN $LOW $AXP $PEP

$212M

109 positions

#6Werlinich Asset Management, LLCActive

Notable overlap · 3 shared positions

$GLW $UNP $ADP

$262M

58 positions

#7VALICENTI ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$GLW $LOW $UNP $PEP

$530M

83 positions

#8AVAII WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$GLW $FBTC $UNP

$341M

176 positions

#9CapWealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLW $AMGN $PEP

$1.5B

118 positions

#10COOKSON PEIRCE & CO INCPassive

Notable overlap · 3 shared positions

$GLW $EME $NVS

$3.0B

317 positions

#11UNITED BANKActive

Notable overlap · 4 shared positions

$GLW $AMGN $ITW $PEP

$853M

130 positions

#12Piscataqua Savings BankPassive

Notable overlap · 5 shared positions

$GLW $UNP $AXP $PEP $DHR

$148M

412 positions

#13Oak Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMGN $LOW $PEP

$311M

115 positions

#14NovaPoint Capital, LLCPassive

Notable overlap · 3 shared positions

$GLW $UNP $PEP

$481M

161 positions

#15SHUFRO ROSE & CO LLCActive

Notable overlap · 4 shared positions

$GLW $AMGN $ITW $PEP

$1.7B

315 positions

#16GODSEY & GIBB, INCPassive

Notable overlap · 4 shared positions

$GLW $AMGN $NVS $PEP

$1.2B

383 positions

#17Hofer & Associates. IncActive

Notable overlap · 4 shared positions

$AMGN $PEP $ADP $AXP

$207M

70 positions

#18JMAC ENTERPRISES LLCActive

Notable overlap · 3 shared positions

$AMGN $UNP $PEP

$593M

122 positions

#19CHEMUNG CANAL TRUST COActive

Some overlap · 5 shared positions

$GLW $UNP $AXP $PEP $AMGN

$541M

111 positions

#20Tufton Capital ManagementPassive

Some overlap · 3 shared positions

$GLW $DHR $ADP

$596M

127 positions

#21O'Brien Greene & Co. IncPassive

Some overlap · 5 shared positions

$AMGN $UNP $DHR $ADP $GLW

$362M

141 positions

#22First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$UNP $AMGN $LOW $DHR $NVS

$529M

75 positions

#23PARTHENON LLCActive

Some overlap · 3 shared positions

$GLW $AXP $PEP

$962M

133 positions

#24HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$AMGN $UNP $NVS $ITW $PEP $ADP

$363M

92 positions

#25Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$GLW $AMGN $UNP $ITW $PEP $ADP

$239M

126 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.