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 COURIER

13F Portfolio OverlapQ2 2026COURIER portfolio →

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Most similar hedge funds by 13F overlap

COURIER CAPITAL LLC is an institutional investor managing $2.0B across 399 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 COURIER are DMKC Advisory Services, Insight Inv, GLOBALT Investments / GA, with shared positions in $STT, $C, $LMT, $PEP, $LOW, $GLW. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive

Some overlap · 5 shared positions

$STT $C $LMT $PEP $LOW

$530M

92 positions

#2Insight Inv LLCPassive

Some overlap · 6 shared positions

$GLW $C $AXP $PEP $TJX $LOW

$212M

109 positions

#3GLOBALT Investments LLC / GAActive

Some overlap · 4 shared positions

$STT $GLW $C $TJX

$3.0B

213 positions

#4FARMERS TRUST CO

Some overlap · 4 shared positions

$STT $C $LMT $PEP

$637M

203 positions

#5Cordatus Wealth Management LLCPassive

Some overlap · 4 shared positions

$STT $LIN $C $LOW

$455M

168 positions

#6HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 5 shared positions

$STT $LMT $AXP $PEP $TJX

$321M

107 positions

#7Portus Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$STT $LMT $AXP $PEP

$121M

50 positions

#8Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$GLW $LIN $C $AXP $TJX

$115M

89 positions

#9Capital Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$STT $LMT $AXP $C

$7.6B

789 positions

#10Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 4 shared positions

$STT $AXP $LMT $GLDM

$169M

339 positions

#11Allied Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$STT $LMT $PEP $LOW

$797M

110 positions

#12Centennial Bank/AR/Passive

Some overlap · 4 shared positions

$STT $LIN $AXP $LOW

$311M

341 positions

#13Sterling Group Wealth Management, LLCSmart money

Some overlap · 4 shared positions

$STT $GLW $LOW $PEP

$244M

62 positions

#14Parcion Private Wealth LLCPassive

Some overlap · 4 shared positions

$STT $GLDM $LIN $TJX

$1.8B

529 positions

#15Hudock, Inc.Passive

Some overlap · 3 shared positions

$STT $GLW $MTB

$781M

217 positions

#16Clarus Wealth AdvisorsPassive

Some overlap · 4 shared positions

$STT $C $TJX $LMT

$260M

86 positions

#17McKinley Carter Wealth Services, Inc.Active

Some overlap · 5 shared positions

$LIN $C $PEP $LMT $TJX

$1.9B

322 positions

#18Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$LIN $LMT $AXP $PEP $TJX

$467M

118 positions

#19Ark Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$LIN $LMT $AXP $PEP $LOW

$113M

87 positions

#20Compass Wealth Management, LLC/GAActive

Some overlap · 4 shared positions

$STT $GLDM $LOW $PEP

$251M

74 positions

#21SNS Financial Group, LLCPassive

Some overlap · 5 shared positions

$C $LMT $STT $GLDM $LIN

$5.2B

549 positions

#22L & S Advisors IncPassive

Some overlap · 4 shared positions

$STT $GLW $C $AXP

$967M

236 positions

#23Richwood Investment Advisors, LLCActive

Some overlap · 5 shared positions

$C $LMT $AXP $PEP $LOW

$142M

106 positions

#24StrongBox Wealth, LLCPassive

Some overlap · 4 shared positions

$STT $LIN $PEP $LMT

$351M

267 positions

#25MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 3 shared positions

$STT $C $MTB

$3.8B

152 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.