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 Constitution

13F Portfolio OverlapQ2 2026Constitution portfolio →

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Most similar hedge funds by 13F overlap

Constitution Capital LLC is an institutional investor managing $195M across 62 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 Constitution are Good Steward Wealth Advisors, Innovations, Shelter Mutual Insurance, with shared positions in $NEE, $UNP, $DUK, $AXP, $AEP, $SO. The full ranking of 25 similar funds is below.

#1Good Steward Wealth Advisors,LLCActive

Notable overlap · 7 shared positions

$NEE $UNP $DUK $AXP $AEP $SO

$166M

71 positions

#2Capital Innovations LLCPassive

Notable overlap · 6 shared positions

$NEE $UNP $AEP $WM $DUK $SO

$385M

51 positions

#3Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$UNP $AXP $NEE $PEP $DE

$473M

58 positions

#4HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$UNP $PEP $DUK $NEE $AXP $WM

$321M

107 positions

#5Slocum, Gordon & Co LLPPassive

Notable overlap · 5 shared positions

$NEE $DUK $AEP $UNP $T

$151M

70 positions

#6Harrison Street Private Wealth LLCActive

Notable overlap · 4 shared positions

$NEE $UNP $AEP $CNI

$71M

21 positions

#7Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$NEE $DUK $AEP $PEP $UNP $WM

$1.3B

54 positions

#8EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$NEE $DUK $UNP $PEP $SO $T

$1.3B

58 positions

#9HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$UNP $NEE $DUK $WM

$410M

53 positions

#10First PREMIER BankPassive

Notable overlap · 5 shared positions

$UNP $DUK $PEP $WM $SO

$619M

358 positions

#11FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 4 shared positions

$NEE $UNP $PEP $SYY

$383M

74 positions

#12BCWM, LLCPassive

Notable overlap · 4 shared positions

$UNP $DUK $PEP $T

$342M

57 positions

#13LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$AXP $DUK $AEP $WM $SO $TKO

$213M

124 positions

#14Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$DUK $NEE $UNP $PEP $WM $SO

$239M

126 positions

#15Adalta Capital Management LLCPassive

Notable overlap · 5 shared positions

$UNP $AXP $DUK $SO $CNI

$228M

103 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$PEP $DUK $UNP $SO $T

$233M

122 positions

#17HENDLEY & CO INCActive

Notable overlap · 4 shared positions

$UNP $PEP $AEP $AXP

$283M

47 positions

#18Minot DeBlois Advisors LLCPassive

Notable overlap · 5 shared positions

$AXP $UNP $PEP $NEE $CNI

$116M

240 positions

#19CROBANPassive

Some overlap · 3 shared positions

$NEE $UNP $DUK

$227M

81 positions

#20OPUS INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$NEE $PEP $WM

$183M

31 positions

#21Winthrop Capital Management, LLCPassive

Some overlap · 3 shared positions

$NEE $PEP $DUK

$414M

351 positions

#22MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Some overlap · 3 shared positions

$NEE $PEP $AEP

$188M

513 positions

#23FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 5 shared positions

$NEE $DUK $AEP $SO $T

$1.7B

256 positions

#24TrueMark Investments, LLCPassive

Some overlap · 4 shared positions

$NEE $AEP $PEP $UNP

$798M

187 positions

#25Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$AXP $NEE $PEP $UNP

$467M

118 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.