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Hedge Funds Similar to Empirical Asset

13F Portfolio OverlapQ2 2026Empirical Asset portfolio →
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Most similar hedge funds by 13F overlap

Empirical Asset Management, LLC is an institutional investor managing $444M across 448 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 Empirical Asset are Newman Dignan & Sheerar, Wealth Watch Advisors, Luminist, with shared positions in $SGOL, $STT, $KLAC, $QCOM, $MCD, $SLV. The full ranking of 25 similar funds is below.

#1Newman Dignan & Sheerar, Inc.Passive
Some overlap · 5 shared positions
$SGOL$STT$KLAC$QCOM$MCD
$525M
180 positions
#2Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$SGOL$STT$SLV$MCD
$309M
142 positions
#3Luminist Capital LLCActive
Some overlap · 4 shared positions
$SGOL$STT$SLV$MCD
$89M
418 positions
#4Madden Advisory Services, Inc.Active
Some overlap · 3 shared positions
$SGOL$SLV$STT
$279M
110 positions
#5New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$SGOL$SLV$PSLV
$669M
62 positions
#6Fedenia Advisers LLCActive
Some overlap · 5 shared positions
$SGOL$ARM$DELL$KLAC$STT
$425M
121 positions
#7Go Invest LLCSmart money
Some overlap · 3 shared positions
$SGOL$STT$SLV
$473M
104 positions
#8MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$SGOL$QCOM$MCD
$243M
80 positions
#9Cypress Capital, LLCActive
Some overlap · 3 shared positions
$SGOL$QCOM$MCD
$377M
117 positions
#10Capital Management Associates, IncActive
Some overlap · 3 shared positions
$SGOL$KLAC$MCD
$499M
160 positions
#11SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$SGOL$KLAC$DELL$ARM$STT
$973M
379 positions
#12GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$SLV$KLAC$GILD
$3.0B
213 positions
#13Procyon Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$QCOM$KLAC$SLV
$2.4B
586 positions
#14Quantum Private Wealth, LLCPassive
Some overlap · 4 shared positions
$ARM$DELL$QCOM$KLAC
$391M
164 positions
#15Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$STT$QCOM$MCD$GILD
$1.6B
215 positions
#16Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$QCOM$DELL$KLAC$MCD
$259M
118 positions
#17Eagle Strategies LLCPassive
Some overlap · 3 shared positions
$STT$SLV$KLAC
$1.0B
267 positions
#18FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$STT$KLAC$PSLV$ARM
$2.4B
979 positions
#19180 WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$SGOL$ARM$QCOM
$997M
493 positions
#20Global Financial Private Client, LLCPassive
Some overlap · 4 shared positions
$STT$QCOM$MCD$GILD
$362M
236 positions
#21Madson Wealth Advisors IncActive
Some overlap · 3 shared positions
$SGOL$KLAC$QCOM
$144M
93 positions
#22LSV ASSET MANAGEMENTActive
Some overlap · 3 shared positions
$STT$DELL$QCOM
$55.1B
889 positions
#23Larry Mathis Financial Planning, LLCPassive
Some overlap · 4 shared positions
$DELL$QCOM$MCD$GILD
$118M
116 positions
#24BOS Asset Management, LLCPassive
Some overlap · 3 shared positions
$SGOL$KLAC$SLV
$428M
192 positions
#25Horizon Investment Services, LLCPassive
Some overlap · 3 shared positions
$STT$DELL$KLAC
$360M
143 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.