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 NEW ENGLAND ASSET

13F Portfolio OverlapQ2 2026NEW ENGLAND ASSET portfolio →

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Most similar hedge funds by 13F overlap

NEW ENGLAND ASSET MANAGEMENT INC is an institutional investor managing $863M across 131 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 NEW ENGLAND ASSET are Center for Wealth Advisory, DMKC Advisory Services, EDGAR LOMAX, with shared positions in $ABT, $USB, $VZ, $ADP, $DUK, $CI. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive

Notable overlap · 9 shared positions

$ABT $USB $VZ $ADP $DUK $CI

$159M

62 positions

#2DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$WFC $SYY $ABT $USB $LMT $SHEL

$530M

92 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$USB $CVS $DUK $T $WFC $LMT

$1.3B

58 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 9 shared positions

$USB $WFC $QCOM $LMT $AMGN $ADP

$1.2B

106 positions

#5Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$WFC $SYY $USB $ABT $LMT $SHEL

$797M

110 positions

#6Stablepoint Partners, LLCPassive

Notable overlap · 10 shared positions

$CVS $AMGN $QCOM $LMT $VZ $FITB

$723M

260 positions

#7EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$WFC $USB $VZ $UL $T $SHEL

$5.2B

76 positions

#8PINKERTON WEALTH, LLCActive

Notable overlap · 8 shared positions

$QCOM $VZ $DUK $AMGN $UL $ABT

$1.2B

103 positions

#9SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 8 shared positions

$QCOM $VZ $DUK $AMGN $UL $ABT

$1.3B

97 positions

#10Palouse Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$LAMR $QCOM $T $KEY $VZ $CVS

$160M

124 positions

#11DAVIS SELECTED ADVISERSActive

Notable overlap · 7 shared positions

$WFC $USB $CVS $CI $TXN $FITB

$23.3B

112 positions

#12Paradigm Capital Management, LLC/NVActive

Notable overlap · 6 shared positions

$WFC $USB $VZ $T $AMGN $DUK

$116M

65 positions

#13Stockman Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$SYY $USB $QCOM $CRH $VZ $LMT

$968M

178 positions

#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WFC $VZ $DUK $LMT $T $TXN

$233M

122 positions

#15Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$USB $CVS $VZ $AMGN $LMT $ADP

$261M

101 positions

#16CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 6 shared positions

$WFC $USB $CVS $FITB $DUK $TXN

$1.5B

184 positions

#17SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$WFC $VZ $USB $T $AMGN $BDX

$606M

79 positions

#18Crescent Sterling, Ltd.Passive

Notable overlap · 9 shared positions

$VZ $QCOM $AMGN $TXN $DUK $ABT

$112M

85 positions

#19R.H. Investment Group, LLCActive

Notable overlap · 5 shared positions

$WFC $USB $ADP $AMGN $VZ

$133M

47 positions

#20North Forty Two & Co.Passive

Notable overlap · 7 shared positions

$WFC $QCOM $CVS $CSX $AMGN $TXN

$118M

104 positions

#21GQG Partners LLCActive

Notable overlap · 7 shared positions

$VZ $CI $DUK $CVS $T $EXC

$53.8B

102 positions

#22Seven Springs Wealth Group, LLCActive

Notable overlap · 5 shared positions

$WFC $VZ $DUK $CI $QCOM

$458M

85 positions

#23Principal Street Partners, LLCPassive

Notable overlap · 7 shared positions

$CVS $FITB $AMGN $DUK $LMT $VZ

$683M

277 positions

#24Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$USB $QCOM $LMT $AMGN $ADP $TXN

$169M

84 positions

#25Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$VZ $DUK $UL $T $LMT $BDX

$151M

70 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.