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 INDEPENDENT INVESTORS

13F Portfolio OverlapQ2 2026INDEPENDENT INVESTORS portfolio →

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Most similar hedge funds by 13F overlap

INDEPENDENT INVESTORS INC is an institutional investor managing $524M across 73 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 INDEPENDENT INVESTORS are Walsky Investment, BENEDICT FINANCIAL ADVISORS, Advanced Asset Advisors, with shared positions in $AMGN, $EMR, $QCOM, $HON, $MCD, $UNP. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Some overlap · 9 shared positions

$AMGN $EMR $QCOM $HON $MCD $UNP

$108M

52 positions

#2BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$AMGN $QCOM $EMR $DOV $MCD $AXP

$504M

136 positions

#3Advanced Asset Management Advisors IncActive

Some overlap · 6 shared positions

$AMGN $EMR $QCOM $NSC $UNP $UPS

$387M

88 positions

#4Bull Street Advisors, LLCPassive

Some overlap · 7 shared positions

$AMGN $EMR $HON $DIS $AXP $UNP

$221M

92 positions

#5Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$AMGN $EMR $MCD $HON $AXP $ABT

$292M

99 positions

#6Somerset Trust CoPassive

Some overlap · 7 shared positions

$AMGN $EMR $NSC $MCD $LHX $ABT

$354M

186 positions

#7VAN STRUM & TOWNE INC.Passive

Some overlap · 6 shared positions

$AMGN $EMR $QCOM $DIS $AXP $BMY

$367M

111 positions

#8Sawyer & Company, IncPassive

Some overlap · 6 shared positions

$AMGN $EMR $MCD $QCOM $DIS $AXP

$298M

199 positions

#9ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$AMGN $EMR $BA $MCD $ABT $WAT

$878M

73 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 7 shared positions

$EMR $QCOM $NSC $HON $MCD $ABT

$2.5B

270 positions

#11Empire Financial Management Company, LLCPassive

Some overlap · 5 shared positions

$AMGN $EMR $QCOM $NSC $NVS

$253M

139 positions

#12Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$AMGN $BA $QCOM $MCD $DIS $AXP

$320M

72 positions

#13VIKING GLOBAL INVESTORS LPActive

Some overlap · 7 shared positions

$WAT $BA $MCD $QCOM $DIS $UNP

$35.1B

90 positions

#14Wilson & Boucher Capital Management, LLCPassive

Some overlap · 7 shared positions

$AMGN $QCOM $EMR $DOV $HON $UNP

$170M

121 positions

#15Smart Portfolios, LLC

Some overlap · 7 shared positions

$AMGN $BA $MCD $DIS $ABT $NKE

$100M

99 positions

#16DLK Investment Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $QCOM $MCD $DIS $ABT $NKE

$275M

99 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$AMGN $EMR $QCOM $MCD $ABT

$203M

58 positions

#18Pinnacle West Asset Management, Inc.Passive

Some overlap · 6 shared positions

$AMGN $MCD $NSC $DIS $BA $UNP

$145M

104 positions

#19Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$AMGN $EMR $HON $MCD $AXP $MS

$360M

73 positions

#20MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 6 shared positions

$EMR $QCOM $AMGN $NSC $NVS $ABT

$273M

250 positions

#21ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Some overlap · 5 shared positions

$AMGN $BA $HON $MCD $AXP

$177M

158 positions

#22Gen-Wealth Partners IncPassive

Some overlap · 7 shared positions

$AMGN $BA $MCD $DIS $AXP $HON

$360M

722 positions

#23JACOBS & CO/CAPassive

Some overlap · 6 shared positions

$AMGN $QCOM $HON $MCD $AXP $UNP

$1.2B

132 positions

#24LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$AMGN $MCD $AXP $NSC $UNP $ABT

$273M

104 positions

#25First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$AMGN $HON $MCD $DIS $UNP $NVS

$529M

75 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.