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 MATRIX ASSET ADVISORS

13F Portfolio OverlapQ3 2026MATRIX ASSET ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

MATRIX ASSET ADVISORS INC/NY is an institutional investor managing $1.2B across 100 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 MATRIX ASSET ADVISORS are Granite Group Advisors, Center for Wealth Advisory, EDGAR LOMAX, with shared positions in $PNC, $QCOM, $USB, $SBUX, $AMGN, $AEP. The full ranking of 25 similar funds is below.

#1Granite Group Advisors, LLCActive

Substantial overlap · 19 shared positions

$PNC $QCOM $USB $SBUX $AMGN $AEP

$158M

78 positions

#2Center for Wealth Management AdvisoryActive

Substantial overlap · 11 shared positions

$MS $PNC $USB $BNY $MDT $PEP

$161M

62 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 12 shared positions

$USB $TXN $NEE $MS $CCZ $SBUX

$1.3B

58 positions

#4Walsky Investment Management, Inc.Passive

Notable overlap · 11 shared positions

$PNC $TXN $BNY $AMGN $LOW $PEP

$108M

52 positions

#5Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$AMGN $MS $BNY $SBUX $TXN $LMT

$360M

73 positions

#6DMKC Advisory Services, LLCActive

Notable overlap · 9 shared positions

$USB $WFC $PEP $LOW $LMT $MDT

$530M

92 positions

#7Robinson Value Management, Ltd.Passive

Notable overlap · 7 shared positions

$QCOM $MDT $CCZ $MTB $WFC $TGT

$183M

77 positions

#8EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$MDT $USB $PNC $WFC $TGT $PYPL

$5.2B

76 positions

#9WestEnd Advisors, LLCActive

Notable overlap · 6 shared positions

$PEP $MDT $QCOM $TXN $TMO $AMGN

$4.5B

408 positions

#10Telos Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$QCOM $MS $PEP $AMGN $PNC $TEL

$1.1B

201 positions

#11R.H. Dinel Investment Counsel, Inc.Active

Notable overlap · 6 shared positions

$QCOM $AMGN $SBUX $TMO $ADP $CCZ

$142M

39 positions

#12Allied Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$USB $PEP $MDT $WFC $LOW $LMT

$1.1B

112 positions

#13BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 9 shared positions

$QCOM $PNC $MTB $LMT $LOW $TEL

$2.5B

270 positions

#14DLK Investment Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $PEP $QCOM $MDT $TGT $TXN

$275M

99 positions

#15FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$MS $NEE $MDT $PEP $LOW $LMT

$377M

75 positions

#16Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TXN $MS $NEE $QCOM $PEP $LMT

$455M

118 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$QCOM $PEP $AMGN $MDT $TGT $LOW

$203M

58 positions

#18TORRAY LLCActive

Notable overlap · 5 shared positions

$AMGN $PEP $TXN $CCZ $NEE

$741M

91 positions

#19Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$AMGN $MS $BNY $LOW $LMT $SBUX

$292M

99 positions

#20Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$MS $MDT $NEE $QCOM $TGT $LOW

$10.2B

208 positions

#21Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$MS $QCOM $NEE $LOW $PEP $ABT

$221M

41 positions

#22Aristotle Capital Management, LLCActive

Notable overlap · 6 shared positions

$USB $AMGN $QCOM $PNC $WFC $LOW

$47.7B

212 positions

#23Oak Asset Management, LLCActive

Notable overlap · 7 shared positions

$QCOM $AMGN $LOW $MS $MDT $TGT

$317M

112 positions

#24FourThought Financial Partners, LLCPassive

Notable overlap · 10 shared positions

$NEE $PEP $LMT $MDT $CCZ $LOW

$1.3B

393 positions

#25Welch Group, LLCPassive

Notable overlap · 6 shared positions

$QCOM $TXN $NEE $AEP $PEP $LMT

$2.9B

326 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.