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 Investors Research

13F Portfolio OverlapQ2 2026Investors Research portfolio →

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Most similar hedge funds by 13F overlap

Investors Research Corp is an institutional investor managing $559M across 805 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 Investors Research are CANTOR FITZGERALD INVESTMENT ADVISORS, Weaver C. Barksdale & Associates, Global Wealth Investment Advisory, with shared positions in $STT, $TFC, $CVS, $MET, $SWK, $KMB. The full ranking of 25 similar funds is below.

#1CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 7 shared positions

$STT $TFC $CVS $MET $SWK $KMB

$1.5B

184 positions

#2Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 7 shared positions

$UNM $AES $WTRG $O $MET $MPC

$111M

62 positions

#3Global Wealth Management Investment Advisory, Inc.Passive

Some overlap · 7 shared positions

$TFC $MS $CVS $VZ $KMB $DVN

$703M

160 positions

#4Principal Street Partners, LLCPassive

Some overlap · 6 shared positions

$STT $UNM $MS $CVS $VZ $LMT

$683M

277 positions

#5GODSEY & GIBB, INCPassive

Some overlap · 5 shared positions

$STT $TFC $MCHP $BLK $SWK

$1.2B

383 positions

#6William B. Walkup & Associates, Inc.Passive

Some overlap · 6 shared positions

$VLO $MS $CVS $VZ $TFC $DVN

$208M

258 positions

#7Unison Advisors LLCActive

Some overlap · 6 shared positions

$VLO $CVS $VZ $MET $MPC $DVN

$1.4B

173 positions

#8KWMG, LLCPassive

Some overlap · 6 shared positions

$VLO $SW $MPC $IP $KMB $DVN

$1.4B

153 positions

#9RNC CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$MCHP $CVS $BLK $APD $DVN $LMT

$2.4B

181 positions

#10KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 6 shared positions

$UNM $CVS $VZ $O $MPC $LMT

$214M

185 positions

#11Great Diamond Partners, LLCPassive

Some overlap · 5 shared positions

$UNM $VLO $MS $R $BLK

$582M

238 positions

#12Crescent Sterling, Ltd.Passive

Some overlap · 6 shared positions

$VLO $VZ $SWK $APD $LMT $KMB

$112M

85 positions

#13NewSquare Capital LLCPassive

Some overlap · 5 shared positions

$UNM $VLO $CVS $WTRG $SWK

$1.4B

236 positions

#14Farmers & Merchants Trust Co of Chambersburg PAPassive

Some overlap · 5 shared positions

$STT $VLO $BLK $MET $APD

$394M

358 positions

#15Gilman Hill Asset Management, LLCPassive

Some overlap · 6 shared positions

$VZ $O $AMCR $SWK $KMB $VICI

$731M

236 positions

#16HENGEHOLD CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$STT $TFC $BLK $VZ $LMT

$1.3B

229 positions

#17Harvest Investment Advisors, LLCActive

Some overlap · 5 shared positions

$STT $MS $BLK $BX $LMT

$202M

58 positions

#18Alpha Omega Wealth Management LLCPassive

Some overlap · 5 shared positions

$TFC $CVS $VZ $O $MPC

$657M

208 positions

#19HUDSON EDGE INVESTMENT PARTNERS INC.Active

Some overlap · 5 shared positions

$STT $CVS $O $MET $LMT

$732M

123 positions

#20PINKERTON WEALTH, LLCActive

Some overlap · 5 shared positions

$STT $VZ $MET $IP $KMB

$1.2B

103 positions

#21Patrick Mauro Investment Advisor, INC.Active

Some overlap · 6 shared positions

$AES $VZ $KMB $APD $LMT $AMCR

$199M

38 positions

#22SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 5 shared positions

$STT $VZ $MET $IP $KMB

$1.3B

97 positions

#23LETKO, BROSSEAU & ASSOCIATES INCActive

Some overlap · 4 shared positions

$STT $TFC $CVS $VZ

$6.8B

112 positions

#24OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 5 shared positions

$VLO $MS $BLK $MET $BX

$530M

275 positions

#25River Street Advisors LLCPassive

Some overlap · 5 shared positions

$VLO $MS $BLK $MET $BX

$340M

177 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.