What hedge funds are most similar to EQUITY INVESTMENT CORP?

The funds with the most similar 13F portfolios to EQUITY INVESTMENT CORP are Hillman, Keystone Financial Planning, SKBA, based on overlapping conviction holdings in the latest SEC filings.

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 EQUITY INVESTMENT

13F Portfolio OverlapQ2 2026EQUITY INVESTMENT portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

EQUITY INVESTMENT CORP is an institutional investor managing $5.2B across 76 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 EQUITY INVESTMENT are Hillman, Keystone Financial Planning, SKBA, with shared positions in $GSK, $BAX, $ZBH, $NKE, $USB, $VZ. The full ranking of 25 similar funds is below.

#1Hillman Capital Management, Inc.Passive

Substantial overlap · 11 shared positions

$GSK $BAX $ZBH $NKE $USB $VZ

$138M

54 positions

#2Keystone Financial Planning, Inc.Smart money

Substantial overlap · 9 shared positions

$VZ $GSK $MDT $USB $UPS $UL

$388M

39 positions

#3SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$MDT $T $KVUE $HSY $NKE $TFC

$606M

79 positions

#4CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 10 shared positions

$WFC $TFC $USB $UPS $PPG $TRV

$1.5B

184 positions

#5Allied Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$USB $TTE $WFC $TGT $GPC $MDT

$797M

110 positions

#6DMKC Advisory Services, LLCActive

Notable overlap · 8 shared positions

$USB $WFC $TGT $TTE $GPC $DEO

$530M

92 positions

#7Cullen Capital Management, LLCActive

Notable overlap · 9 shared positions

$TFC $DOC $MDT $UPS $GPC $UL

$10.2B

208 positions

#8Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$PNC $USB $VZ $MDT $UPS $NKE

$159M

62 positions

#9KEATING INVESTMENT COUNSELORS INCSmart money

Notable overlap · 5 shared positions

$VZ $GSK $TTE $UL $UPS

$364M

59 positions

#10MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$MDT $USB $PNC $WFC $TGT $PYPL

$1.2B

106 positions

#11Martin Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$UL $MDT $DVN $TTE $VZ $CLX

$272M

72 positions

#12HF Advisory Group, LLCPassive

Notable overlap · 8 shared positions

$VZ $WFC $KVUE $SHEL $SCHW $TFC

$323M

168 positions

#13Robinson Value Management, Ltd.Passive

Notable overlap · 7 shared positions

$MDT $WFC $DVN $GPC $TGT $NKE

$187M

75 positions

#141834 INVESTMENT ADVISORS COPassive

Notable overlap · 9 shared positions

$TFC $DVN $VZ $DG $T $USB

$883M

211 positions

#15Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$MDT $UPS $T $DVN $SNY $VZ

$160M

124 positions

#16Paradigm Capital Management, LLC/NVActive

Notable overlap · 5 shared positions

$VZ $USB $WFC $TFC $T

$116M

65 positions

#17SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$UPS $WFC $ZBH $GPC $MDT $NFG

$3.2B

40 positions

#18Harvest Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$TGT $GPC $DG $PNC $CLX $HIG

$202M

58 positions

#19Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$VZ $UL $MDT $INGR $CLX $HSY

$497M

948 positions

#20ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 7 shared positions

$PNC $USB $SNY $TTE $VZ $MDT

$156M

64 positions

#21MANAGED ASSET PORTFOLIOS, LLCActive

Notable overlap · 5 shared positions

$VZ $MDT $UL $SNY $NFG

$875M

51 positions

#22EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$MDT $ZBH $PYPL $WFC $BF-A

$842M

118 positions

#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$UPS $WFC $VZ $MDT $T

$233M

122 positions

#24ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$VZ $MDT $TGT $SCHW $UL $UPS

$665M

122 positions

#25Sio Capital Management, LLCActive

Notable overlap · 5 shared positions

$GSK $ICLR $SNY $ZBH $MDT

$604M

59 positions

Compare EQUITY INVESTMENT’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View EQUITY INVESTMENT’s holdings

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.