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 LAWOOD

13F Portfolio OverlapQ3 2026LAWOOD portfolio →

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Most similar hedge funds by 13F overlap

LAWOOD & CO is an institutional investor managing $145M across 94 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LAWOOD are O'Keefe Stevens Advisory, CapWealth Advisors, Randolph, with shared positions in $GLW, $QCOM, $MTB, $UPS, $NEE, $GILD. The full ranking of 25 similar funds is below.

#1O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 4 shared positions

$GLW $QCOM $MTB $UPS

$489M

81 positions

#2CapWealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GLW $NEE $UPS $GILD

$1.3B

122 positions

#3Randolph Co IncActive

Notable overlap · 4 shared positions

$GLW $AEP $HON $NEM

$1.2B

47 positions

#4SHUFRO ROSE & CO LLCActive

Notable overlap · 3 shared positions

$GLW $QCOM $MET

$1.7B

315 positions

#5Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$GLW $AEP $UPS

$214M

33 positions

#6Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 4 shared positions

$GLW $VZ $NEE $TFC

$327M

94 positions

#7Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$QCOM $NEE $VZ $MS $TFC $COP

$221M

41 positions

#8CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GLW $UPS $MS

$1.9B

79 positions

#9MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$QCOM $NEE $MTB $MS $AEP

$1.2B

100 positions

#10VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$GLW $NEE $MS $VZ $QCOM

$1.1B

141 positions

#11FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 6 shared positions

$NEE $QCOM $MET $AEP $VZ $GILD

$1.7B

256 positions

#12Tufton Capital ManagementPassive

Notable overlap · 3 shared positions

$GLW $QCOM $UPS

$583M

131 positions

#13Welch Group, LLCPassive

Notable overlap · 5 shared positions

$QCOM $NEE $VZ $AEP $TFC

$2.9B

326 positions

#14Royal Palms Capital LLCPassive

Notable overlap · 3 shared positions

$GLW $PPL $NEM

$113M

55 positions

#15Werlinich Asset Management, LLCActive

Notable overlap · 3 shared positions

$GLW $MS $HON

$258M

57 positions

#16CHELSEA COUNSEL COPassive

Notable overlap · 4 shared positions

$GLW $HON $PPL $COP

$236M

232 positions

#17Insight Inv LLCPassive

Notable overlap · 3 shared positions

$GLW $QCOM $MS

$210M

108 positions

#18Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 3 shared positions

$GLW $QCOM $NEM

$1.1B

34 positions

#19VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 5 shared positions

$GLW $VZ $MS $MET $HON

$1.8B

345 positions

#20Granite Group Advisors, LLCActive

Notable overlap · 5 shared positions

$QCOM $NEE $MS $MTB $AEP

$158M

78 positions

#21OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$GLW $MS $AEP $NEE $UPS $HON

$230M

116 positions

#22Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$NEE $QCOM $MS $TFC $UPS $COP

$10.2B

208 positions

#23HARTLINE INVESTMENT CORP/Active

Notable overlap · 3 shared positions

$GLW $MS $NEE

$1.1B

115 positions

#24RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$GLW $NEE $QCOM $COP

$1.1B

90 positions

#25CORRADO ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$GLW $VZ $NEE

$217M

120 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.