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 GERMAN AMERICAN BANCORP

13F Portfolio OverlapQ2 2026GERMAN AMERICAN BANCORP portfolio →

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Most similar hedge funds by 13F overlap

GERMAN AMERICAN BANCORP, INC. is an institutional investor managing $1.3B across 156 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 GERMAN AMERICAN BANCORP are GREAT LAKES ADVISORS, Focused Investors, WealthBridge Investment Counsel, with shared positions in $BLK, $GM, $ABT, $TJX, $BA, $TMO. The full ranking of 25 similar funds is below.

#1GREAT LAKES ADVISORS, LLCPassive

Some overlap · 8 shared positions

$BLK $GM $ABT $TJX $BA $TMO

$13.1B

825 positions

#2Focused Investors LLCActive

Some overlap · 5 shared positions

$MS $FDX $NOC $TJX $DIS

$3.0B

23 positions

#3WealthBridge Investment Counsel Inc.Active

Some overlap · 7 shared positions

$FDX $ABT $NOC $BA $TMO $COP

$377M

44 positions

#4HERITAGE INVESTORS MANAGEMENT CORPActive

Some overlap · 6 shared positions

$MS $BLK $FDX $BA $TMO $DIS

$3.6B

257 positions

#5VIKING GLOBAL INVESTORS LPActive

Some overlap · 6 shared positions

$GM $FDX $MS $BA $TMO $DIS

$35.1B

90 positions

#6Machina Capital S.A.S.Passive

Some overlap · 6 shared positions

$ABT $BLK $NOC $GM $FDX $TJX

$631M

368 positions

#7Cetera Trust Company, N.APassive

Some overlap · 5 shared positions

$BLK $GM $FDX $TMO $DIS

$199M

345 positions

#8Evercore Wealth Management, LLCActive

Some overlap · 4 shared positions

$MS $BLK $TMO $TJX

$7.1B

433 positions

#9GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 6 shared positions

$BLK $ABT $BA $TMO $SNPS $DIS

$372M

82 positions

#10Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$MS $BLK $ABT $TJX

$1.6B

184 positions

#11Harvest Investment Advisors, LLCActive

Some overlap · 3 shared positions

$MS $BLK $ABT

$202M

58 positions

#12Smart Portfolios, LLC

Some overlap · 5 shared positions

$BLK $FDX $ABT $BA $DIS

$100M

99 positions

#13ALBION FINANCIAL GROUP /UTPassive

Some overlap · 5 shared positions

$BLK $MS $TJX $TMO $DIS

$1.8B

792 positions

#14EDGAR LOMAX CO/VAActive

Some overlap · 4 shared positions

$MS $FDX $ABT $COP

$1.3B

58 positions

#15Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $ABT $NOC $TJX

$455M

118 positions

#16OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 3 shared positions

$MS $BLK $NOC

$501M

276 positions

#17River Street Advisors LLCPassive

Some overlap · 3 shared positions

$MS $BLK $NOC

$324M

176 positions

#18Xcel Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MS $FDX $TJX $BA

$404M

140 positions

#19Alley Investment Management Company, LLCActive

Some overlap · 3 shared positions

$MS $BLK $ABT

$856M

89 positions

#20Athena Wealth Management, LLCActive

Some overlap · 5 shared positions

$GM $FDX $NOC $TMO $COP

$139M

103 positions

#21William B. Walkup & Associates, Inc.Passive

Some overlap · 4 shared positions

$MS $NOC $FDX $COP

$208M

258 positions

#22MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 4 shared positions

$MS $MTB $TMO $ABT

$1.2B

100 positions

#23Ally Financial Inc.Active

Some overlap · 6 shared positions

$ABT $NOC $BLK $BA $TMO $DIS

$775M

131 positions

#24Brentview Investment Management LLCActive

Some overlap · 3 shared positions

$MS $BLK $TJX

$253M

63 positions

#25Norway Savings BankPassive

Some overlap · 5 shared positions

$BLK $ABT $TJX $BA $COP

$244M

103 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.