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 InvesTrust

13F Portfolio OverlapQ2 2026InvesTrust portfolio →

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Most similar hedge funds by 13F overlap

InvesTrust is an institutional investor managing $260M across 95 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 InvesTrust are DMKC Advisory Services, Exeter Financial, Allied Investment Advisors, with shared positions in $WFC, $USB, $MMM, $TGT, $PEP, $SHEL. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive

Notable overlap · 10 shared positions

$WFC $USB $MMM $TGT $PEP $SHEL

$530M

92 positions

#2Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$MCD $USB $TGT $PEP $VZ $APD

$261M

101 positions

#3Allied Investment Advisors, LLCPassive

Notable overlap · 9 shared positions

$WFC $USB $MMM $TGT $PEP $SHEL

$797M

110 positions

#4CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 9 shared positions

$WFC $USB $BMY $MET $TGT $PM

$1.5B

184 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$USB $TGT $BMY $SBUX $MET $WFC

$1.3B

58 positions

#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$MCD $PM $WFC $PEP $SBUX $VZ

$233M

122 positions

#7P.A.W. CAPITAL CORPPassive

Notable overlap · 8 shared positions

$MMM $PM $BMY $PEP $SHEL $ADP

$133M

66 positions

#8Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$MCD $ADP $APD $PEP $BMY $VZ

$199M

38 positions

#9Minot DeBlois Advisors LLCPassive

Notable overlap · 9 shared positions

$NTRS $ADP $PEP $DIS $VZ $SLB

$116M

240 positions

#10STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Notable overlap · 8 shared positions

$NUE $WFC $APD $ITW $DIS $PFE

$146.1B

107 positions

#11DCM Advisors, LLCActive

Notable overlap · 10 shared positions

$WFC $PM $DIS $MCD $PFE $CVS

$253M

38 positions

#12Paradigm Capital Management, LLC/NVActive

Notable overlap · 8 shared positions

$WFC $USB $PM $VZ $MET $MCD

$116M

65 positions

#13Stockman Wealth Management, Inc.Passive

Notable overlap · 8 shared positions

$MCD $USB $PEP $VZ $SLB $PFE

$968M

178 positions

#14R.H. Investment Group, LLCActive

Notable overlap · 7 shared positions

$MCD $PM $WFC $ADP $USB $VZ

$133M

47 positions

#15VAUGHAN & Co SECURITIES, INC.Smart money

Notable overlap · 8 shared positions

$PM $MMM $BMY $VZ $PFE $GSK

$214M

61 positions

#16SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$APD $MMM $WFC $USB $VZ $MET

$606M

79 positions

#17KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$ADP $ITW $MCD $PEP $USB $APD

$1.5B

228 positions

#18Optimist Retirement Group LLCActive

Notable overlap · 8 shared positions

$MMM $PM $BMY $VZ $PEP $MCD

$259M

118 positions

#19Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$PM $NUE $ADP $TGT $PEP $EMR

$274M

79 positions

#20WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$NTRS $ADP $MMM $PEP $SLB $EMR

$742M

119 positions

#21Keystone Financial Planning, Inc.Smart money

Notable overlap · 8 shared positions

$PM $USB $BMY $VZ $PFE $GSK

$388M

39 positions

#22Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$MCD $PM $PEP $BMY $VZ $PFE

$513M

70 positions

#23Aurdan Capital Management, LLCActive

Notable overlap · 8 shared positions

$PM $ADP $ITW $APD $USB $CVS

$394M

99 positions

#24FARMERS TRUST CO

Notable overlap · 8 shared positions

$MCD $PEP $VZ $PM $MMM $NUE

$637M

203 positions

#25Hillman Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$USB $BMY $VZ $DIS $PFE $GSK

$138M

54 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.