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 LDIC

13F Portfolio OverlapQ3 2026LDIC portfolio →

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Most similar hedge funds by 13F overlap

LDIC Inc. is an institutional investor managing $166M across 19 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 LDIC are FINANCIAL ADVISORY PARTNERS, Stokes Advisors, Brentview Investment, with shared positions in $MS, $NEE, $SYK, $UNP, $TXN, $WM. The full ranking of 25 similar funds is below.

#1FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 4 shared positions

$MS $NEE $SYK $UNP

$377M

75 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$TXN $MS $NEE $UNP $SYK

$455M

118 positions

#3Brentview Investment Management LLCActive

Notable overlap · 4 shared positions

$MS $NEE $WM $UNP

$253M

63 positions

#4Socorro Asset Management LPActive

Notable overlap · 3 shared positions

$TXN $NEE $MS

$223M

33 positions

#5Wilkinson Global Asset Management LLCActive

Notable overlap · 3 shared positions

$TXN $ADI $UNP

$1.3B

62 positions

#6First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 4 shared positions

$TXN $NEE $WM $UNP

$529M

75 positions

#7Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$SYK $TXN $WM $ISRG

$1.2B

98 positions

#8MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 3 shared positions

$MS $TXN $NEE

$1.2B

100 positions

#9FUNDSMITH INVESTMENT SERVICES LTD.Active

Notable overlap · 3 shared positions

$SYK $TXN $WM

$4.5B

27 positions

#10Banco de Sabadell, S.APassive

Notable overlap · 5 shared positions

$ADI $NEE $TXN $UNP $SYK

$170M

61 positions

#11Midway Capital Research & ManagementActive

Notable overlap · 4 shared positions

$ADI $SYK $NEE $WM

$118M

50 positions

#12EDGAR LOMAX CO/VAActive

Notable overlap · 4 shared positions

$NEE $TXN $MS $UNP

$1.3B

58 positions

#13HALL LAURIE J TRUSTEEPassive

Notable overlap · 4 shared positions

$SYK $ADI $WM $MS

$314M

98 positions

#14CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$TXN $ADI $SYK

$1.3B

99 positions

#15SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$ADI $NEE $UNP $SYK

$643M

215 positions

#16GPM Growth Investors, Inc.Active

Notable overlap · 3 shared positions

$ADI $SYK $WM

$239M

43 positions

#17Kesler, Norman & Wride, LLCPassive

Notable overlap · 5 shared positions

$ADI $TXN $UNP $NEE $SYK

$631M

271 positions

#18BRADY FAMILY WEALTH, LLCPassive

Some overlap · 3 shared positions

$ADI $TXN $SYK

$346M

113 positions

#19Enhancing Capital LLCPassive

Some overlap · 3 shared positions

$NEE $TXN $WM

$144M

88 positions

#20MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 5 shared positions

$MS $WM $SYK $UNP $TXN

$1.9B

265 positions

#21Northside Capital Management, LLCActive

Some overlap · 3 shared positions

$TXN $NEE $UNP

$1.3B

182 positions

#22BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$TXN $UNP $NEE $MS

$529M

72 positions

#23Brookmont Capital ManagementActive

Some overlap · 4 shared positions

$ADI $SHEL $WM $AZN

$176M

64 positions

#24Corsicana & Co.Passive

Some overlap · 4 shared positions

$TXN $UNP $NEE $SYK

$206M

309 positions

#25Baer Investment Advisory LLCActive

Some overlap · 3 shared positions

$ADI $TXN $NEE

$126M

65 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.