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 DELPHI

13F Portfolio OverlapQ2 2026DELPHI portfolio →

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Most similar hedge funds by 13F overlap

DELPHI MANAGEMENT INC /MA/ is an institutional investor managing $102M across 83 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 DELPHI are Horizon Investment Services, Cunning Partners, VISTA INVESTMENT PARTNERS II, with shared positions in $KLAC, $DELL, $JBL, $CB, $SANM, $SNX. The full ranking of 25 similar funds is below.

#1Horizon Investment Services, LLCPassive

Notable overlap · 7 shared positions

$KLAC $DELL $JBL $CB $SANM $SNX

$360M

143 positions

#2Cunning Capital Partners, LPActive

Notable overlap · 6 shared positions

$KLAC $DELL $JBL $MS $HIG $CB

$248M

55 positions

#3VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 5 shared positions

$KLAC $DELL $JBL $CB $USB

$255M

160 positions

#4J.M. Arbour, LLCPassive

Notable overlap · 6 shared positions

$AZZ $BATRA $EXPE $ITRN $BHB $MS

$116M

132 positions

#5TODD ASSET MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$DELL $KLAC $MS $CB $JBL

$5.6B

182 positions

#6WEDGE CAPITAL MANAGEMENT L L P/NCPassive

Some overlap · 6 shared positions

$KLAC $DELL $JBL $SNX $ARW $EXPE

$6.1B

484 positions

#7HENNESSY ADVISORS INCPassive

Some overlap · 6 shared positions

$SANM $CAKE $SNX $JLL $NXST $DELL

$3.1B

325 positions

#8Kendall Capital ManagementPassive

Some overlap · 5 shared positions

$KLAC $DELL $ARW $NXST $EXPE

$600M

236 positions

#9Philadelphia Financial Management of San Francisco, LLCActive

Some overlap · 5 shared positions

$THG $MS $CB $HIG $AXS

$496M

45 positions

#10CROBANPassive

Some overlap · 5 shared positions

$THG $MTB $NXST $AXS $EG

$227M

81 positions

#11VISTA INVESTMENT PARTNERS LLCPassive

Some overlap · 4 shared positions

$KLAC $DELL $JBL $CB

$397M

172 positions

#12SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 5 shared positions

$DELL $JBL $EXPE $HIG $KLAC

$892M

299 positions

#13FOSTER & MOTLEY INCActive

Some overlap · 5 shared positions

$DELL $JBL $HIG $SNX $NXST

$2.2B

405 positions

#14DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive

Some overlap · 4 shared positions

$DELL $LH $MS $CB

$2.4B

174 positions

#15Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$KLAC $DELL $MS $JBL

$181M

73 positions

#16SPEECE THORSON CAPITAL GROUP INCActive

Some overlap · 4 shared positions

$LH $ARW $MTB $AZZ

$468M

37 positions

#17LYRICAL ASSET MANAGEMENT LPActive

Some overlap · 4 shared positions

$EXPE $ARW $SNX $AMG

$7.9B

41 positions

#18Citizens Business BankActive

Some overlap · 4 shared positions

$DELL $TRV $USB $EXPE

$664M

139 positions

#19Monument Capital ManagementPassive

Some overlap · 4 shared positions

$DELL $JBL $KLAC $HIG

$497M

262 positions

#20NEW VERNON INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$MS $CB $TRV $HIG

$82M

37 positions

#21CHAPIN DAVIS, INC.Passive

Some overlap · 3 shared positions

$KLAC $DELL $JBL

$569M

256 positions

#22Arbejdsmarkedets TillaegspensionPassive

Some overlap · 8 shared positions

$KLAC $THG $RNR $TRV $AXS $USB

$4.6B

164 positions

#23Markin Volterra Fund LPActive

Some overlap · 4 shared positions

$DELL $KLAC $JBL $SANM

$147M

69 positions

#24EQUITY INVESTMENT CORPActive

Some overlap · 4 shared positions

$USB $TRV $HIG $JLL

$5.2B

76 positions

#25Acumen Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$KLAC $DELL $USB

$472M

493 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.