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 DDD Partners

13F Portfolio OverlapQ2 2026DDD Partners portfolio →

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Most similar hedge funds by 13F overlap

DDD Partners, LLC is an institutional investor managing $1.6B across 165 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 DDD Partners are OLD REPUBLIC INTERNATIONAL, CAMBIAR INVESTORS, DB Fitzpatrick, with shared positions in $CMI, $TXN, $QCOM, $HUBB, $WEC, $GPC. The full ranking of 25 similar funds is below.

#1OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$CMI $TXN $QCOM $HUBB $WEC $GPC

$2.2B

70 positions

#2CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$TXN $CB $ELV $REGN $ON $PEP

$2.3B

150 positions

#3DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$DHR $CB $ELV $HUBB $CMI $BA

$121M

100 positions

#4Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$TXN $CB $WEC $PLD $PEP $APH

$170M

111 positions

#5Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$CMI $TXN $QCOM $ORI $ELV

$111M

62 positions

#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$CMI $TXN $WEC $PLD $PEP

$233M

122 positions

#7NovaPoint Capital, LLCPassive

Some overlap · 5 shared positions

$CMI $TXN $CB $PEP $APH

$464M

162 positions

#8Verity & Verity, LLCActive

Some overlap · 5 shared positions

$CMI $TXN $WEC $PLD $PEP

$1.5B

139 positions

#9DMKC Advisory Services, LLCActive

Some overlap · 5 shared positions

$CMI $GPC $PEP $AMRZ $BA

$530M

92 positions

#10WestEnd Advisors, LLCActive

Some overlap · 5 shared positions

$TXN $QCOM $CB $REGN $PEP

$4.5B

427 positions

#11DEARBORN PARTNERS LLCPassive

Some overlap · 5 shared positions

$TXN $QCOM $WSO $WEC $APH

$1.8B

269 positions

#12SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 5 shared positions

$GPC $QCOM $ELV $REGN $BA

$3.2B

40 positions

#13Crescent Sterling, Ltd.Passive

Some overlap · 5 shared positions

$CMI $QCOM $PEP $TXN $CB

$122M

92 positions

#14Agate Pass Investment Management, LLCPassive

Some overlap · 5 shared positions

$TXN $HUBB $PLD $DHR $PEP

$285M

111 positions

#15CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$TXN $CB $PLD $PEP $KMI

$767M

184 positions

#16Curat Global, LLCPassive

Some overlap · 6 shared positions

$CMI $ON $APH $PEP $ORI $CB

$117M

256 positions

#17HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$DHR $CB $WSO $APH $REGN

$2.9B

286 positions

#18NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Some overlap · 5 shared positions

$DHR $REGN $PEP $APH $BA

$595M

264 positions

#19Palouse Capital Management, Inc.Passive

Some overlap · 5 shared positions

$TXN $QCOM $ELV $BA $REGN

$160M

124 positions

#20ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 5 shared positions

$CMI $QCOM $CB $GPC $TXN

$549M

195 positions

#21PINKERTON WEALTH, LLCActive

Some overlap · 5 shared positions

$TXN $QCOM $GPC $PEP $ELV

$1.2B

103 positions

#22Ipswich Investment Management Co., Inc.Passive

Some overlap · 6 shared positions

$TXN $WSO $CB $AMRZ $CMI $PEP

$468M

186 positions

#23SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 5 shared positions

$TXN $QCOM $PEP $GPC $ELV

$1.3B

97 positions

#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$TXN $ELV $PEP $APH $WEC

$529M

72 positions

#25OAK FAMILY ADVISORS, LLCPassive

Some overlap · 5 shared positions

$QCOM $AMRZ $KMI $APH $BA

$385M

108 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.