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 Eley Financial

13F Portfolio OverlapQ2 2026Eley Financial portfolio →

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Most similar hedge funds by 13F overlap

Eley Financial Management, Inc is an institutional investor managing $309M across 72 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 Eley Financial are Applied Finance, Atlantic Edge Private Wealth, PATTON ALBERTSON MILLER GROUP, with shared positions in $KLAC, $URI, $CMI, $UNP, $AMP, $LOW. The full ranking of 25 similar funds is below.

#1Applied Finance Capital Management, LLCPassive

Notable overlap · 10 shared positions

$KLAC $URI $CMI $UNP $AMP $LOW

$1.3B

218 positions

#2Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$KLAC $URI $CMI $MCK $UNP $MET

$489M

619 positions

#3PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 8 shared positions

$KLAC $URI $CMI $MCK $AMP $UNP

$1.0B

213 positions

#4PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$CMI $UNP $MCK $AMP $COP

$175M

73 positions

#5Nordwand Advisors, LLCPassive

Notable overlap · 6 shared positions

$CMI $VRT $URI $UNP $AMP $ABT

$652M

146 positions

#6Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$URI $KLAC $MCK $CMI

$3.0B

312 positions

#7Maj Invest Holding A/SActive

Notable overlap · 3 shared positions

$LOW $UNP $AMP

$2.2B

40 positions

#8Edgemoor Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$URI $LOW $VRT $VZ

$1.5B

188 positions

#9FCF Advisors LLCPassive

Notable overlap · 4 shared positions

$KLAC $VRT $MCK $CF

$544M

58 positions

#10Wallington Asset Management, LLCActive

Notable overlap · 3 shared positions

$CMI $UNP $LOW

$814M

61 positions

#11Legacy TrustPassive

Notable overlap · 3 shared positions

$URI $CMI $KLAC

$566M

210 positions

#12Strathmore Capital Advisors, Inc.Active

Notable overlap · 4 shared positions

$LOW $CMI $AMP $TGT

$371M

142 positions

#13EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 5 shared positions

$KLAC $URI $CMI $VZ $MCK

$808M

156 positions

#14Avalon Global Asset Management LLCActive

Notable overlap · 3 shared positions

$URI $LOW $VRT

$917M

38 positions

#15BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 5 shared positions

$KLAC $CMI $MCK $MET $UL

$404M

99 positions

#16Benchmark Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$KLAC $VRT $URI

$228M

70 positions

#17Wealth Intelligence, LLCActive

Notable overlap · 4 shared positions

$LOW $UNP $CMI $VZ

$215M

59 positions

#18Morse Asset Management, IncPassive

Notable overlap · 3 shared positions

$KLAC $URI $VRT

$604M

415 positions

#19Hamlin Capital Management, LLCActive

Notable overlap · 3 shared positions

$CMI $COP $UL

$4.4B

30 positions

#20Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$URI $LOW $AMP $MET $VZ

$274M

58 positions

#21BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 4 shared positions

$KLAC $URI $UNP $MCK

$1.5B

234 positions

#22Reliant Investment Partners, LLCPassive

Notable overlap · 4 shared positions

$KLAC $LOW $VRT $VZ

$147M

126 positions

#23Eukles Asset ManagementPassive

Some overlap · 4 shared positions

$CMI $URI $CBOE $ACN

$242M

228 positions

#24OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 4 shared positions

$KLAC $CMI $MET $GLW

$530M

275 positions

#25RBA Wealth Management, LLCPassive

Some overlap · 5 shared positions

$URI $CMI $MET $CBOE $ACN

$273M

80 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.