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 Concorde Financial

13F Portfolio OverlapQ2 2026Concorde Financial portfolio →

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Most similar hedge funds by 13F overlap

Concorde Financial Corp is an institutional investor managing $124M across 26 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 Concorde Financial are SCHARF INVESTMENTS, Mirova US, Philip James Wealth Mangement, with shared positions in $OXY, $CB, $HSY, $CP, $HUBB, $TJX. The full ranking of 25 similar funds is below.

#1SCHARF INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$OXY $CB $HSY $CP

$3.0B

79 positions

#2Mirova US LLCActive

Notable overlap · 4 shared positions

$HUBB $TJX $CP $LOW

$9.3B

45 positions

#3Philip James Wealth Mangement, LLCActive

Notable overlap · 3 shared positions

$OXY $CB $HSY

$888M

151 positions

#4WestEnd Advisors, LLCActive

Notable overlap · 3 shared positions

$CB $TJX $ET

$4.5B

408 positions

#5EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUBB $CB $LOW $NOC

$369M

77 positions

#6Socorro Asset Management LPActive

Notable overlap · 3 shared positions

$EXE $HUBB $MLM

$223M

33 positions

#7Regency Capital Management Inc.\DEPassive

Notable overlap · 3 shared positions

$CB $HUBB $CP

$251M

64 positions

#8Troy Asset Management LtdActive

Notable overlap · 3 shared positions

$CB $HUBB $CP

$3.6B

29 positions

#9Sierra Legacy GroupPassive

Notable overlap · 3 shared positions

$TJX $HSY $NOC

$129M

79 positions

#10Holowesko Partners Ltd.Active

Notable overlap · 3 shared positions

$EXE $FANG $OXY

$395M

34 positions

#11BERKSHIRE HATHAWAY INCSmart money

Notable overlap · 3 shared positions

$OXY $CB $LPX

$299.3B

29 positions

#12Focused Investors LLCActive

Notable overlap · 3 shared positions

$TJX $LOW $NOC

$3.0B

23 positions

#13LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Notable overlap · 3 shared positions

$CB $HSY $CP

$361M

59 positions

#14TMB Capital Partners, LLCPassive

Some overlap · 3 shared positions

$EXE $LOW $CB

$321M

177 positions

#15Garrett Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$ET $LOW $FANG

$651M

150 positions

#16Sagefield Capital LPPassive

Some overlap · 3 shared positions

$EXE $FANG $MLM

$1.3B

107 positions

#17Select Equity Group, L.P.Active

Some overlap · 3 shared positions

$MLM $HUBB $CP

$20.2B

157 positions

#18Empire Financial Management Company, LLCPassive

Some overlap · 4 shared positions

$ET $HSY $CB $NOC

$253M

139 positions

#19Stokes Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$TJX $CB $NOC

$467M

118 positions

#20BRADY FAMILY WEALTH, LLCPassive

Some overlap · 3 shared positions

$LOW $CB $TJX

$346M

113 positions

#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 3 shared positions

$CB $HSY $LOW

$201M

57 positions

#22JLB & ASSOCIATES INCPassive

Some overlap · 3 shared positions

$TJX $NOC $HUBB

$748M

68 positions

#23AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$TJX $LOW $HSY

$471M

78 positions

#24apricus wealth, LLCPassive

Some overlap · 3 shared positions

$BG $CB $EXE

$210M

129 positions

#25Masterton Capital Management, LPActive

Some overlap · 3 shared positions

$LOW $LPX $TJX

$118M

24 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.