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 Delta Accumulation

13F Portfolio OverlapQ2 2026Delta Accumulation portfolio →

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Most similar hedge funds by 13F overlap

Delta Accumulation, LLC is an institutional investor managing $2.5B across 156 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 Delta Accumulation are FIG FINANCIAL ADVISORY SERVICES, Cambridge Financial Group, Eukles Asset, with shared positions in $CAH, $WELL, $CBOE, $HLT, $TJX, $C. The full ranking of 25 similar funds is below.

#1FIG FINANCIAL ADVISORY SERVICES INC /ADVActive

Notable overlap · 4 shared positions

$CAH $WELL $CBOE $HLT

$171M

74 positions

#2Cambridge Financial Group, Inc.Active

Notable overlap · 4 shared positions

$CAH $TJX $C $COR

$287M

33 positions

#3Eukles Asset ManagementPassive

Notable overlap · 6 shared positions

$CBOE $TJX $CMI $CL $PGR $STT

$242M

228 positions

#4Sierra Legacy GroupPassive

Notable overlap · 6 shared positions

$TJX $CMI $LMT $GD $NOC $ADP

$129M

79 positions

#5Longbow Finance SAPassive

Notable overlap · 8 shared positions

$TJX $WELL $BNY $C $CMI $MCK

$782M

59 positions

#6Networth Advisors, LLCActive

Notable overlap · 5 shared positions

$BNY $MS $PEP $FE $PNC

$172M

383 positions

#7Brentview Investment Management LLCActive

Notable overlap · 7 shared positions

$TJX $WELL $MS $CBOE $MCK $BLK

$253M

63 positions

#8Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$BNY $TJX $MS $LMT $MCK

$358M

74 positions

#9WEYBOSSET RESEARCH & MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$TJX $CMI $GD $CHRW

$381M

32 positions

#10Center for Wealth Management AdvisoryActive

Notable overlap · 9 shared positions

$BNY $MS $LMT $GD $CL $PEP

$159M

62 positions

#11Sageworth Trust Co of South DakotaActive

Notable overlap · 4 shared positions

$TJX $CMI $COR $BLK

$162M

61 positions

#12Matthew Goff Investment Advisor, LLCPassive

Notable overlap · 4 shared positions

$BNY $C $PEP $MS

$593M

91 positions

#13Wallington Asset Management, LLCActive

Notable overlap · 4 shared positions

$TJX $CMI $CL $PEP

$814M

61 positions

#14Vertrix Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$BNY $TJX $MS $LMT $MCK

$297M

103 positions

#15McKinley Carter Wealth Services, Inc.Active

Notable overlap · 8 shared positions

$TJX $C $GD $MCK $BNY $MS

$1.9B

322 positions

#16Bellars Harris Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WELL $BNY $CMI $TJX

$491M

96 positions

#17CORDA Investment Management, LLC.Active

Notable overlap · 3 shared positions

$BNY $WELL $PEP

$1.6B

85 positions

#18CONNING INC.Passive

Notable overlap · 9 shared positions

$CMI $BNY $MS $LMT $GD $CL

$3.3B

327 positions

#19Ranch Capital Advisors Inc.Passive

Notable overlap · 5 shared positions

$CAH $C $CMI $GD $PEP

$316M

157 positions

#20Great Diamond Partners, LLCPassive

Notable overlap · 8 shared positions

$CAH $WELL $BNY $CMI $MS $BLK

$582M

238 positions

#21Focused Investors LLCActive

Notable overlap · 5 shared positions

$TJX $MS $LMT $NOC $PEP

$3.0B

23 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$CMI $C $LMT $GD $PEP

$233M

122 positions

#23WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$CMI $TJX $LMT $WELL $BLK $PEP

$1.3B

73 positions

#24Mount Lucas Management LPPassive

Some overlap · 7 shared positions

$CAH $BNY $GD $TJX $CBOE $MNST

$281M

166 positions

#25Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TJX $MS $LMT $NOC $PEP $ADP

$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.