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 Miramar

13F Portfolio OverlapQ2 2026Miramar portfolio →

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Most similar hedge funds by 13F overlap

Miramar Capital, LLC is an institutional investor managing $455M across 57 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 Miramar are MORGAN DEMPSEY, Patrick Mauro Investment Advisor, Alley Investment Company, with shared positions in $GD, $LMT, $OKE, $MCD, $PEP, $VZ. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Substantial overlap · 8 shared positions

$GD $LMT $OKE $MCD $PEP $VZ

$233M

122 positions

#2Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$VZ $MCD $CME $WM $LMT $PEP

$199M

38 positions

#3Alley Investment Management Company, LLCActive

Notable overlap · 8 shared positions

$UNP $PAYX $BLK $ABT $LMT $HSY

$856M

89 positions

#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 10 shared positions

$WM $QCOM $LMT $EOG $MCD $BMY

$2.5B

270 positions

#5OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$PEP $MCD $PAYX $WM $BLK $LMT

$183M

31 positions

#6Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$GD $CME $UNP $PEP $PAYX $VZ

$272M

72 positions

#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$PEP $HSY $QCOM $BLK $MCD $VZ

$201M

57 positions

#8SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 6 shared positions

$MCD $LMT $GD $PEP $UNP $MDY

$1.8B

176 positions

#9Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$VZ $MCD $PEP $BMY $ABT

$513M

70 positions

#10HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$WM $UNP $PEP $MCD $LMT $ABT

$321M

107 positions

#11BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$VZ $HSY $PAYX $GD $FAST $PNC

$235M

33 positions

#12UNITED BANKActive

Notable overlap · 10 shared positions

$WM $GD $MCD $EOG $ABT $BLK

$853M

130 positions

#13RBO & CO LLCActive

Notable overlap · 5 shared positions

$PEP $MCD $ABT $WM $LMT

$628M

56 positions

#14BCWM, LLCPassive

Notable overlap · 5 shared positions

$UNP $LMT $BMY $PEP $VZ

$342M

57 positions

#15Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$VZ $LMT $PEP $ABT $GD $CME

$159M

62 positions

#16Willis Investment CounselActive

Notable overlap · 8 shared positions

$LMT $PAYX $HSY $PEP $ABT $VZ

$2.1B

125 positions

#17MASTER'S WEALTH MANAGEMENT INC.Smart money

Notable overlap · 9 shared positions

$UNP $PAYX $HSY $WM $VZ $GD

$332M

91 positions

#18First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 5 shared positions

$WM $LMT $UNP $BLK $MCD

$529M

75 positions

#19Welch Group, LLCPassive

Notable overlap · 6 shared positions

$QCOM $LMT $MCD $VZ $PAYX $PEP

$2.9B

326 positions

#20DLK Investment Management, LLCPassive

Notable overlap · 5 shared positions

$WM $PEP $ABT $QCOM $MCD

$235M

96 positions

#21HENDLEY & CO INCActive

Notable overlap · 5 shared positions

$UNP $ABT $PEP $EOG $HSY

$283M

47 positions

#22B&D White Capital Company, LLCActive

Notable overlap · 4 shared positions

$PEP $MCD $ABT $LMT

$1.0B

94 positions

#23Borer Denton & Associates, Inc.Passive

Notable overlap · 6 shared positions

$UNP $PEP $ABT $MCD $QCOM $PAYX

$305M

74 positions

#24Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$GD $MCD $PEP $VZ $WM $LMT

$261M

101 positions

#25CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$CME $PEP $VZ $MCD $HSY $PAYX

$1.6B

85 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.