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 KENNEDY

13F Portfolio OverlapQ2 2026KENNEDY portfolio →

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Most similar hedge funds by 13F overlap

KENNEDY CAPITAL MANAGEMENT LLC is an institutional investor managing $5.6B across 543 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 KENNEDY are SEGALL BRYANT & HAMILL, Phocas Financial, EMERALD ADVISERS, with shared positions in $MRCY, $VMI, $MTRN, $TEX, $SSB, $ONTO. The full ranking of 25 similar funds is below.

#1SEGALL BRYANT & HAMILL, LLCPassive

Some overlap · 6 shared positions

$MRCY $VMI $MTRN $TEX $SSB $ONTO

$8.4B

590 positions

#2Phocas Financial Corp.Passive

Some overlap · 6 shared positions

$RAL $TEX $PENG $MTRN $WTFC $DCO

$721M

153 positions

#3EMERALD ADVISERS, LLCPassive

Some overlap · 6 shared positions

$MRCY $TEX $AX $SEI $LIVN $BOOT

$4.2B

237 positions

#4EMERALD MUTUAL FUND ADVISERS TRUSTPassive

Some overlap · 6 shared positions

$MRCY $TEX $AX $SEI $LIVN $BOOT

$2.8B

197 positions

#5Pier Capital, LLCPassive

Some overlap · 5 shared positions

$VMI $ALGM $ONTO $AZZ $BOOT

$755M

129 positions

#6Stieven Capital Advisors, L.P.Active

Some overlap · 6 shared positions

$AX $WTFC $SSB $CNOB $OSBC $SF

$524M

36 positions

#7Future Fund LLCPassive

Some overlap · 4 shared positions

$MRCY $HALO $WTFC $OSK

$349M

118 positions

#8Lisanti Capital Growth, LLCPassive

Some overlap · 4 shared positions

$MRCY $ALGM $SEI $MGNI

$455M

109 positions

#9ENDEAVOUR CAPITAL ADVISORS INCActive

Some overlap · 5 shared positions

$QCRH $OBK $CNOB $NBHC $SSB

$487M

35 positions

#10PMC FIG Opportunities LLCPassive

Slight overlap · 4 shared positions

$QCRH $AX $WTFC $NBHC

$63M

33 positions

#11PARADIGM CAPITAL MANAGEMENT INC/NYActive

Slight overlap · 4 shared positions

$PENG $ONTO $ENS $DCO

$3.7B

115 positions

#12MOODY ALDRICH PARTNERS LLCPassive

Slight overlap · 4 shared positions

$TEX $ENS $WTFC $SEI

$557M

175 positions

#13Granite Investment Partners, LLCPassive

Slight overlap · 4 shared positions

$ALGM $ONTO $WTFC $DCO

$2.0B

277 positions

#14Elizabeth Park Capital Advisors, Ltd.Active

Slight overlap · 4 shared positions

$QCRH $OBK $CNOB $OSBC

$145M

44 positions

#15Ballast Asset Management, LPPassive

Slight overlap · 4 shared positions

$TEX $AZZ $OZK $SEI

$251M

53 positions

#16Harvey Partners, LLCActive

Slight overlap · 4 shared positions

$MTRN $ICHR $AZZ $ASTE

$1.5B

48 positions

#17SOUTHERNSUN ASSET MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$VMI $BOOT $OSK $AEIS

$743M

29 positions

#18Copeland Capital Management, LLCPassive

Slight overlap · 3 shared positions

$VMI $MTRN $AZZ

$4.9B

265 positions

#19EARNEST PARTNERS LLCActive

Slight overlap · 4 shared positions

$VMI $WTFC $SF $AEIS

$27.7B

304 positions

#204D Advisors, LLCPassive

Slight overlap · 4 shared positions

$ONTO $ICHR $BOOT $AEIS

$260M

37 positions

#21Expect Equity LLCPassive

Slight overlap · 3 shared positions

$CHEF $SARO $OSK

$155M

65 positions

#22Tributary Capital Management, LLCPassive

Slight overlap · 4 shared positions

$ENS $ALG $OBK $AEIS

$1.2B

135 positions

#23Orchard Capital Management, LLCPassive

Slight overlap · 4 shared positions

$AX $AZZ $DCO $SEI

$103M

44 positions

#24SG Capital Management LLCPassive

Slight overlap · 3 shared positions

$RAL $ONTO $ICHR

$1.2B

80 positions

#25SNYDER CAPITAL MANAGEMENT L PActive

Slight overlap · 3 shared positions

$MRCY $HALO $AEIS

$5.8B

69 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.