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Hedge Funds Similar to Empirical Finance

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

Empirical Finance, LLC is an institutional investor managing $2.4B across 505 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 Finance are ALBERT D MASON, CARY STREET PARTNERS INVESTMENT ADVISORY, Sage Investment Counsel, with shared positions in $ET, $KLAC, $WES, $PAC, $OMAB, $MS. The full ranking of 10 similar funds is below.

#1ALBERT D MASON INCPassive
Slight overlap · 4 shared positions
$ET$KLAC$WES$PAC
$176M
139 positions
#2CARY STREET PARTNERS INVESTMENT ADVISORY LLCPassive
Slight overlap · 3 shared positions
$ET$KLAC$WES
$494M
758 positions
#3Sage Investment Counsel LLCPassive
Slight overlap · 3 shared positions
$ET$OMAB$PAC
$100M
126 positions
#4Texas Capital Bank Wealth Management Services IncActive
Slight overlap · 3 shared positions
$ET$KLAC$MS
$1.9B
349 positions
#5CVA Family Office, LLCPassive
Slight overlap · 3 shared positions
$ET$MS$KLAC
$1.1B
1,802 positions
#6Militia Capital Management LLCActive
Slight overlap · 4 shared positions
$ET$AX$OMAB$WES
$3.4B
278 positions
#7JBF Capital, Inc.Active
Slight overlap · 3 shared positions
$ET$MS$WES
$764M
100 positions
#8Grey Fox Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$KLAC$MS$ET
$637M
179 positions
#9Collaborative Capital Advisors LLCActive
Slight overlap · 3 shared positions
$ET$WES$MS
$158M
83 positions
#10TopTier Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ET$KLAC$MS
$166M
133 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.