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 Fox Hill Wealth

13F Portfolio OverlapQ2 2026Fox Hill Wealth portfolio →

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Most similar hedge funds by 13F overlap

Fox Hill Wealth Management is an institutional investor managing $249M across 120 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 Fox Hill Wealth are REAVES W H, Magellan Asset Ltd, Energy Income Partners, with shared positions in $ETR, $NI, $VST, $GLW, $NEE, $AEE. The full ranking of 25 similar funds is below.

#1REAVES W H & CO INCActive

Notable overlap · 8 shared positions

$ETR $NI $VST $GLW $NEE $AEE

$6.6B

94 positions

#2Magellan Asset Management LtdActive

Notable overlap · 8 shared positions

$NSC $DUK $ETR $NEE $WEC $DG

$4.5B

78 positions

#3Energy Income Partners, LLCActive

Notable overlap · 7 shared positions

$DUK $ETR $VST $NEE $WEC $AEE

$6.4B

88 positions

#4Sun Financial IncPassive

Some overlap · 5 shared positions

$ANET $PLTR $TJX $NOC $HOOD

$212M

161 positions

#5Yaupon Capital Management LPActive

Some overlap · 6 shared positions

$DUK $ETR $NI $VST $NSC $PEG

$5.1B

124 positions

#6Vivid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ANET $TJX $NOC $VST $HOOD

$284M

73 positions

#7Tufton Capital ManagementPassive

Some overlap · 5 shared positions

$TJX $LMT $NSC $GLW $DUK

$596M

127 positions

#8CROBANPassive

Some overlap · 5 shared positions

$DUK $LMT $NOC $NEE $AEE

$227M

81 positions

#9Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$ANET $PLTR $TJX $VST $HOOD

$1.1B

215 positions

#10SPIREPOINT PRIVATE CLIENT, LLCPassive

Some overlap · 5 shared positions

$PLTR $ANET $TJX $NEE $NOC

$1.2B

332 positions

#11BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ANET $TJX $PLTR $VST $HOOD

$414M

106 positions

#12MORTON COMMUNITY BANKPassive

Some overlap · 6 shared positions

$ETR $NI $DUK $NEE $LMT $WEC

$491M

120 positions

#13DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$ETR $NI $NEE $AEE $WEC $DUK

$10.6B

162 positions

#14United Capital Management of KS, Inc.Passive

Some overlap · 4 shared positions

$PLTR $DUK $TJX $LMT

$763M

98 positions

#15Aventail Capital Group, LPPassive

Some overlap · 6 shared positions

$DUK $ETR $NI $AEE $PEG $VST

$1.7B

155 positions

#16Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$ANET $TJX $VST $GLW $HOOD

$115M

89 positions

#17PeakShares LLCActive

Some overlap · 5 shared positions

$ANET $PLTR $DUK $TJX $GLW

$134.4B

122 positions

#18McDonough Capital Management, IncActive

Some overlap · 7 shared positions

$PLTR $LMT $NOC $NEE $DUK $WEC

$200M

52 positions

#19South Street Advisors LLCActive

Some overlap · 4 shared positions

$TJX $HWM $CNM $WEC

$769M

84 positions

#20HFR Wealth Management, LLCActive

Some overlap · 4 shared positions

$TJX $DUK $NEE $WEC

$410M

53 positions

#21Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$TJX $LMT $NOC $NEE

$467M

118 positions

#22Themes Management Co LLCPassive

Some overlap · 5 shared positions

$HWM $LMT $NOC $DUK $PLTR

$151M

120 positions

#23ITHAKA GROUP LLCActive

Some overlap · 4 shared positions

$ANET $HWM $PLTR $HOOD

$551M

40 positions

#24Clarus Wealth AdvisorsPassive

Some overlap · 5 shared positions

$PLTR $TJX $HOOD $NEE $LMT

$260M

86 positions

#25High Point Wealth Management, LLCPassive

Some overlap · 5 shared positions

$DUK $ETR $AEE $PEG $HOOD

$122M

250 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.