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 FOUNDERS

13F Portfolio OverlapQ3 2026FOUNDERS portfolio →

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Most similar hedge funds by 13F overlap

FOUNDERS CAPITAL MANAGEMENT, LLC is an institutional investor managing $684M across 81 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FOUNDERS are Focused Investors, EDGAR LOMAX, Rayburn West Financial Services, with shared positions in $AXP, $FDX, $PEP, $DIS, $LMT, $LOW. The full ranking of 25 similar funds is below.

#1Focused Investors LLCActive

Notable overlap · 6 shared positions

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

$3.0B

23 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$FDX $UNP $GD $PEP $LMT $AMGN

$1.3B

58 positions

#3Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$AXP $UPS $PEP $GD $LMT $AMGN

$181M

81 positions

#4Maj Invest Holding A/SActive

Notable overlap · 7 shared positions

$AXP $CSX $UNP $UPS $LOW $LMT

$2.2B

40 positions

#5LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$AXP $UNP $PEP $AMGN $CNI $ABT

$273M

104 positions

#6Horrell Capital Management, Inc.Active

Notable overlap · 7 shared positions

$FDX $UNP $PEP $LMT $UPS $FDXF

$189M

197 positions

#7Sage Capital Advisors,llcPassive

Notable overlap · 6 shared positions

$UNP $UPS $PEP $FDX $CSX $AMGN

$498M

145 positions

#8Perennial Advisors, LLCPassive

Notable overlap · 6 shared positions

$AXP $UNP $FDX $GD $DIS $AMGN

$669M

137 positions

#9Ironwood Investment Counsel, LLCPassive

Notable overlap · 8 shared positions

$AXP $UPS $LMT $PEP $AMGN $DIS

$762M

267 positions

#10CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$AXP $UNP $PEP $FDX $REGN $FDXF

$2.3B

150 positions

#11Pavion Blue Capital, LLCPassive

Notable overlap · 6 shared positions

$AXP $PEP $DIS $FDX $UPS $WFC

$248M

111 positions

#12ARQ WEALTH ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$AXP $FDX $PEP $UPS $DIS

$807M

209 positions

#13DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$AXP $CSX $DIS $CCZ $PEP $WFC

$253M

38 positions

#14Cherokee Insurance CoPassive

Notable overlap · 4 shared positions

$FDX $CSX $UNP $LOW

$259M

124 positions

#15Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$AXP $UNP $PEP $DIS $CNI $ABT

$116M

240 positions

#16Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$UNP $AXP $PEP $GD $CSX $ABT

$110M

55 positions

#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$UNP $UPS $PEP $GD $LMT $WFC

$233M

122 positions

#18Holowesko Partners Ltd.Active

Notable overlap · 5 shared positions

$AXP $PEP $GD $DIS $KHC

$395M

34 positions

#19Drexel Morgan & Co.Active

Notable overlap · 5 shared positions

$AXP $UPS $DIS $UNP $ABT

$719M

60 positions

#20Matthew Goff Investment Advisor, LLCPassive

Some overlap · 4 shared positions

$AXP $PEP $UNP $DIS

$672M

107 positions

#21Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$CSX $PEP $AXP $AMGN $LMT

$227M

73 positions

#22DKRT Investments Corp.Active

Some overlap · 7 shared positions

$FDX $UNP $UPS $FDXF $DIS $SYK

$409M

50 positions

#23Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$AXP $PEP $UNP $LMT $ABT $SYK

$455M

118 positions

#24Richwood Investment Advisors, LLCActive

Some overlap · 8 shared positions

$AXP $GD $FDX $LMT $AMGN $PEP

$142M

106 positions

#25Capital Wealth Planning, LLCActive

Some overlap · 4 shared positions

$AXP $FDX $AMGN $FDXF

$20.0B

154 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.