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 CHRISTINE MESSMER PC

13F Portfolio OverlapQ2 2026CHRISTINE MESSMER PC portfolio →

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Most similar hedge funds by 13F overlap

CHRISTINE MESSMER PC is an institutional investor managing $177M across 86 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 CHRISTINE MESSMER PC are TrueMark Investments, Miramar, Stockman Wealth, with shared positions in $VZ, $UPS, $PEP, $HSY, $GSK, $NEE. The full ranking of 25 similar funds is below.

#1TrueMark Investments, LLCPassive

Notable overlap · 7 shared positions

$VZ $UPS $PEP $HSY $GSK $NEE

$798M

187 positions

#2Miramar Capital, LLCPassive

Notable overlap · 8 shared positions

$VZ $LMT $GD $PEP $HSY $QCOM

$455M

57 positions

#3Stockman Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$UPS $GSK $LMT $VZ $PEP $QCOM

$968M

178 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$UPS $VZ $LMT $GD $PEP $MDT

$233M

122 positions

#5Keystone Financial Planning, Inc.Active

Notable overlap · 8 shared positions

$VZ $GSK $UPS $BMY $MDT $LMT

$404M

39 positions

#6KEATING INVESTMENT COUNSELORS INCSmart money

Notable overlap · 6 shared positions

$VZ $GSK $UPS $LMT $PEP $BMY

$382M

60 positions

#7EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$VZ $GSK $UPS $HSY $MDT

$5.2B

76 positions

#8Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$UPS $APD $LMT $AMGN $GD $HSY

$214M

33 positions

#9Sage Capital Advisors,llcPassive

Notable overlap · 7 shared positions

$UPS $VZ $AMGN $PEP $APD $QCOM

$498M

145 positions

#10Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$VZ $UPS $LMT $GD $PEP $MDT

$161M

62 positions

#11OPAL CAPITAL LLCPassive

Notable overlap · 7 shared positions

$VZ $UPS $HSY $PEP $NEE $GSK

$560M

136 positions

#12Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$GSK $VZ $UPS $HSY $DD $BMY

$138M

54 positions

#13BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 5 shared positions

$VZ $APD $AMGN $GD $HSY

$235M

33 positions

#14RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$UPS $APD $LMT $PEP $BMY $MDT

$2.4B

181 positions

#15DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$APD $GD $AMGN $PEP $Q $DD

$206M

105 positions

#16OPUS INVESTMENT MANAGEMENT INCSmart money

Notable overlap · 6 shared positions

$UPS $APD $AMGN $PEP $NEE $LMT

$183M

31 positions

#17VAUGHAN & Co SECURITIES, INC.Smart money

Notable overlap · 5 shared positions

$GSK $UPS $VZ $BMY $OKE

$213M

61 positions

#18Verity & Verity, LLCActive

Notable overlap · 8 shared positions

$VZ $AMGN $PEP $UPS $NEE $MDT

$1.5B

139 positions

#19Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$UPS $LMT $AMGN $PEP $GD $VZ

$181M

81 positions

#20SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$APD $LMT $AMGN $GD $PEP $NVO

$2.0B

194 positions

#21Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$VZ $APD $LMT $PEP $BMY

$199M

38 positions

#22Stablepoint Partners, LLCPassive

Notable overlap · 8 shared positions

$AMGN $LMT $VZ $PEP $NEE $GSK

$723M

260 positions

#23Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$VZ $WTRG $PEP $HSY $NEE $MDT

$497M

948 positions

#24Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$VZ $AMGN $GD $PEP $APD $LMT

$265M

100 positions

#25Harvest Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$AMGN $GD $HSY $LMT $UPS $QCOM

$202M

58 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.