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 CORDA Investment

13F Portfolio OverlapQ2 2026CORDA Investment portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CORDA Investment Management, LLC. is an institutional investor managing $1.6B across 85 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 CORDA Investment are Minneapolis Portfolio Group, Martin Partners, Center for Wealth Advisory, with shared positions in $GLW, $DE, $USB, $SPG, $PFE, $NTR. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 6 shared positions

$GLW $DE $USB $SPG $PFE $NTR

$1.1B

34 positions

#2Martin Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$CME $ASML $PEP $VZ $PFE $MDT

$272M

72 positions

#3Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$BNY $USB $MDLZ $VZ $PEP $CME

$159M

62 positions

#4Stockman Wealth Management, Inc.Passive

Notable overlap · 8 shared positions

$USB $ASML $PEP $PFE $MCD $VZ

$968M

178 positions

#5Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$GLW $DE $USB $MCD $HSY $PEP

$214M

33 positions

#6Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 8 shared positions

$CME $CNA $PEP $VZ $PFE $MDLZ

$199M

38 positions

#7Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 5 shared positions

$BNY $SCHW $PEP $DE $MDT

$125M

365 positions

#8CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$DE $SCHW $VZ $MCD $PEP $MDT

$1.1B

157 positions

#9Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 6 shared positions

$GLW $BNY $VZ $MCD $MDT $PFE

$327M

94 positions

#10Keystone Financial Planning, Inc.Smart money

Notable overlap · 7 shared positions

$USB $CME $VZ $PFE $MDT $MCD

$388M

39 positions

#11DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$DE $USB $PEP $PFE $MDT $DEO

$530M

92 positions

#12Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$DE $USB $PEP $PFE $MDT $DEO

$797M

110 positions

#13SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$CME $VZ $PFE $USB $MDT $HSY

$606M

79 positions

#14VALICENTI ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$GLW $VZ $PEP $ASML $MCD

$530M

83 positions

#15BOWEN HANES & CO INCActive

Notable overlap · 5 shared positions

$GLW $DE $SCHW $WELL $ASML

$4.1B

151 positions

#16Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$CME $PEP $VZ $MCD $HSY $PAYX

$455M

57 positions

#17CAMBIAR INVESTORS LLCActive

Notable overlap · 8 shared positions

$CME $PEP $USB $MDT $ASML $STZ

$2.3B

150 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$USB $PEP $BNY $MDT $STZ $NKE

$1.2B

106 positions

#19FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 5 shared positions

$GLW $ASML $DE $SCHW $LEVI

$118M

56 positions

#20ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 7 shared positions

$USB $PFE $VZ $PEP $CME $MDT

$156M

64 positions

#21EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$USB $VZ $MDT $SCHW $HSY $DEO

$5.2B

76 positions

#22PARTHENON LLCActive

Notable overlap · 7 shared positions

$GLW $PEP $SCHW $PAYX $MDLZ $MDT

$962M

133 positions

#23Aull & Monroe Investment Management CorpPassive

Notable overlap · 5 shared positions

$DE $GLW $CME $VZ $PEP

$239M

126 positions

#24Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$PEP $VZ $MCD $MDT $HSY $PAYX

$497M

948 positions

#25UNITED BANKActive

Notable overlap · 6 shared positions

$GLW $MCD $PEP $HSY $CME $HON

$853M

130 positions

Compare CORDA Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CORDA Investment’s holdings

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.