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 Measured Risk Portfolios

13F Portfolio OverlapQ3 2026Measured Risk Portfolios portfolio →

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Most similar hedge funds by 13F overlap

Measured Risk Portfolios, Inc. is an institutional investor managing $94M across 64 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 Measured Risk Portfolios are Coston, McIsaac & Partners, MORGAN DEMPSEY, TrueMark Investments, with shared positions in $MO, $PM, $VZ, $KMB, $PAYX, $TXN. The full ranking of 25 similar funds is below.

#1Coston, McIsaac & PartnersPassive

Notable overlap · 8 shared positions

$MO $PM $VZ $KMB $PAYX $TXN

$497M

948 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$UPS $PM $DUK $VZ $CME $PFH

$233M

122 positions

#3TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$UPS $VZ $PM $AEP $CME $MO

$798M

187 positions

#4Martin Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$CME $O $TROW $PAYX $TXN $VZ

$279M

73 positions

#5Keystone Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$MO $VZ $UPS $CME $PM $TROW

$404M

39 positions

#6Disciplined Equity Management, Inc.Smart money

Notable overlap · 6 shared positions

$PFH $KMI $KHC $MO $VZ $TXN

$227M

47 positions

#7BCWM, LLCPassive

Notable overlap · 6 shared positions

$DUK $DLR $KMI $MO $UPS $VZ

$342M

57 positions

#8Brindle & Bay Financial Advisors, LLCActive

Notable overlap · 9 shared positions

$KMB $TROW $TXN $MO $GIS $KHC

$268M

102 positions

#9Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$MO $PM $TROW $O $KMB $CLX

$274M

79 positions

#10FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 7 shared positions

$MO $AEP $DUK $TXN $QCOM $VZ

$1.7B

256 positions

#11GQG Partners LLCActive

Notable overlap · 5 shared positions

$MO $VZ $PM $AEP $DUK

$53.8B

102 positions

#12Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MO $PM $TXN $VZ $TROW $KMB

$263M

373 positions

#13CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$MO $VZ $PM $TXN $UPS

$171M

71 positions

#14BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$MO $PM $VZ $QCOM $CME $DUK

$504M

136 positions

#15Signature Wealth Management Group

Notable overlap · 6 shared positions

$KMB $O $TXN $UPS $PAYX $GIS

$263M

128 positions

#16Strategic Planning, Inc.

Notable overlap · 6 shared positions

$KHC $VZ $MO $UPS $GIS $AEP

$199M

54 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$DUK $KMI $O $VZ $QCOM $PSX

$203M

58 positions

#18OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$TXN $AEP $DUK $UPS $KMB $PAYX

$2.2B

70 positions

#19Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$KMB $VZ $CME $AEP $DUK

$199M

38 positions

#20OPAL CAPITAL LLCPassive

Notable overlap · 6 shared positions

$PM $VZ $UPS $AEP $CME $MO

$560M

136 positions

#21PARK CIRCLE CoActive

Notable overlap · 5 shared positions

$MO $VZ $PM $TROW $PFH

$117M

53 positions

#22Paradigm Capital Management, LLC/NVActive

Notable overlap · 5 shared positions

$KMI $MO $VZ $PM $DUK

$116M

65 positions

#23Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$DUK $PM $DOC $UPS $MO $QCOM

$10.2B

208 positions

#24SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$KMI $CME $TXN $VZ $AEP $PSX

$606M

79 positions

#25Windle Wealth, LLCActive

Notable overlap · 4 shared positions

$O $MO $VZ $TROW

$249M

35 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.