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 EDMP

13F Portfolio OverlapQ2 2026EDMP portfolio →

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Most similar hedge funds by 13F overlap

EDMP, INC. is an institutional investor managing $124M across 70 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 EDMP are Catherine Avery Investment, Disciplined Equity, Windle Wealth, with shared positions in $AMGN, $TFC, $OMC, $BMY, $ES, $C. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$AMGN $TFC $OMC $BMY $ES $C

$229M

166 positions

#2Disciplined Equity Management, Inc.Smart money

Notable overlap · 7 shared positions

$MO $TFC $T $VZ $BBY $PFH

$226M

45 positions

#3Windle Wealth, LLCActive

Notable overlap · 6 shared positions

$MO $O $T $VZ $MMM $PEP

$249M

35 positions

#4Beutel, Goodman & Co Ltd.Active

Notable overlap · 7 shared positions

$AMP $DOX $OMC $ELV $RY $EBAY

$13.6B

163 positions

#5Slagle Financial, LLCPassive

Notable overlap · 9 shared positions

$MO $TFC $O $ES $C $AMGN

$334M

127 positions

#6Paradigm Capital Management, LLC/NVActive

Notable overlap · 5 shared positions

$MO $AMGN $TFC $T $VZ

$116M

65 positions

#7Adams Asset Advisors, LLCActive

Notable overlap · 8 shared positions

$MO $EPD $AMGN $VZ $C $T

$882M

88 positions

#8Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MO $AMGN $BMY $VZ $PEP $BBY

$255M

278 positions

#9GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 4 shared positions

$AFL $AMGN $AMP $ELV

$906M

153 positions

#101834 INVESTMENT ADVISORS COPassive

Notable overlap · 7 shared positions

$MO $TFC $BMY $VZ $T $ES

$883M

211 positions

#11Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$AFL $AMGN $ELV $AMP $O $CI

$111M

62 positions

#12Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$MO $ELV $EPD $C $AFL $PEP

$658M

152 positions

#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$AFL $AMGN $O $VZ $PEP

$201M

57 positions

#14Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$MO $O $AFL $ES $PEP $SJM

$274M

79 positions

#15Kerusso Capital Management LLCPassive

Notable overlap · 7 shared positions

$AMGN $AMP $BMY $VZ $MMM $PEP

$274M

58 positions

#16P.A.W. CAPITAL CORPPassive

Notable overlap · 7 shared positions

$AMGN $BMY $VZ $MO $MMM $PEP

$133M

66 positions

#17Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$MO $TFC $O $VZ $PEP

$226M

42 positions

#18Round Hill Asset ManagementActive

Notable overlap · 5 shared positions

$AMGN $BMY $T $C $SJM

$159M

62 positions

#19Exeter Financial, LLCPassive

Notable overlap · 5 shared positions

$AFL $AMGN $RY $VZ $PEP

$261M

101 positions

#20TECTONIC ADVISORS LLCActive

Notable overlap · 6 shared positions

$MO $EPD $VZ $O $T $PEP

$2.1B

289 positions

#21Martin Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$AMGN $O $VZ $PEP

$272M

72 positions

#22Optimist Retirement Group LLCActive

Notable overlap · 7 shared positions

$MO $BMY $VZ $EPD $MMM $PEP

$259M

118 positions

#23SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TFC $T $VZ $AMGN $C $MMM

$606M

79 positions

#24Genus Capital Management Inc.Passive

Notable overlap · 7 shared positions

$RY $VZ $EBAY $AMGN $C $BWA

$1.0B

204 positions

#25Birch Capital Management, LLCPassive

Notable overlap · 4 shared positions

$AMGN $COR $EPD $CTSH

$205M

79 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.