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 Focused Investors

13F Portfolio OverlapQ2 2026Focused Investors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Focused Investors LLC is an institutional investor managing $3.0B across 23 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 Focused Investors are Maj Invest Holding A/S, Stokes Advisors, Center for Wealth Advisory, with shared positions in $CI, $AXP, $ELV, $LOW, $LMT, $NOC. The full ranking of 25 similar funds is below.

#1Maj Invest Holding A/SActive

Notable overlap · 6 shared positions

$CI $AXP $ELV $LOW $LMT $NOC

$2.2B

40 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $AXP $MCD $MS $PEP $LMT

$455M

118 positions

#3Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$MS $ELV $LMT $CI $PEP $ACN

$161M

62 positions

#4DCM Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $DIS $AXP $MCD $PEP

$253M

38 positions

#5Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AXP $MS $LOW $LMT $TJX $MCD

$292M

99 positions

#6AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$LOW $DIS $TJX $FDX $ELV $ACN

$471M

78 positions

#7Bradyco, Inc.Active

Notable overlap · 5 shared positions

$MS $DIS $PEP $AXP $LOW

$87M

33 positions

#8Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$ELV $AXP $LOW $LHX $ACN $PEP

$673M

158 positions

#9Horrell Capital Management, Inc.Active

Notable overlap · 5 shared positions

$FDX $LHX $LMT $LOW $PEP

$189M

197 positions

#10BFI Infinity Ltd.Active

Notable overlap · 3 shared positions

$MS $FDX $MCD

$212M

72 positions

#11Capital Wealth Planning, LLCActive

Notable overlap · 4 shared positions

$AXP $TJX $MCD $FDX

$20.0B

154 positions

#12HS Management Partners, LLCActive

Notable overlap · 3 shared positions

$AXP $DIS $MCD

$291M

24 positions

#13Unison Asset Management LLCActive

Notable overlap · 3 shared positions

$AXP $ELV $LOW

$246M

32 positions

#14CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$MS $LMT $MCD $PEP

$373M

103 positions

#15Richwood Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$NOC $LMT $LOW $AXP $MCD $FDX

$142M

106 positions

#16Holowesko Partners Ltd.Active

Notable overlap · 4 shared positions

$AXP $PEP $DIS $LHX

$395M

34 positions

#17B&D White Capital Company, LLCActive

Notable overlap · 5 shared positions

$PEP $MCD $LMT $LOW $NOC

$1.0B

94 positions

#18FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Notable overlap · 6 shared positions

$AXP $FDX $PEP $DIS $LMT $LOW

$684M

81 positions

#19Infusive Asset Management Inc.Active

Notable overlap · 4 shared positions

$AXP $MCD $LOW $DIS

$220M

30 positions

#20PROVIDENT TRUST COSmart money

Notable overlap · 3 shared positions

$AXP $TJX $ACN

$4.8B

22 positions

#21Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$ELV $DIS $ACN $LMT

$213M

55 positions

#22LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$AXP $PEP $MCD $ACN $NOC

$273M

104 positions

#23FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 4 shared positions

$MS $LMT $LOW $PEP

$377M

75 positions

#24YACKTMAN ASSET MANAGEMENT LPActive

Notable overlap · 6 shared positions

$PEP $DIS $ELV $LHX $LMT $NOC

$8.1B

74 positions

#25Bull Street Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $AXP $PEP $DIS $ELV $MS

$221M

92 positions

Compare Focused Investors’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 Focused Investors’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.