What hedge funds are most similar to Morningstar Investment Management LLC?

The funds with the most similar 13F portfolios to Morningstar Investment Management LLC are Signet Investment Advisory Group, CORDA Investment, EDGAR LOMAX, based on overlapping conviction holdings in the latest SEC filings.

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 Morningstar Investment

13F Portfolio OverlapQ2 2026Morningstar Investment portfolio →

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Most similar hedge funds by 13F overlap

Morningstar Investment Management LLC is an institutional investor managing $1.6B across 317 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 Morningstar Investment are Signet Investment Advisory Group, CORDA Investment, EDGAR LOMAX, with shared positions in $PEP, $HON, $LMT, $PFE, $ADBE, $AXP. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Some overlap · 8 shared positions

$PEP $HON $LMT $PFE $ADBE $AXP

$227M

73 positions

#2CORDA Investment Management, LLC.Active

Some overlap · 7 shared positions

$SCHW $PEP $STZ $PFE $MDLZ $HON

$1.6B

85 positions

#3EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$SCHW $PEP $LMT $PFE $MDLZ $UNP

$1.3B

58 positions

#4BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$BLK $SCHW $PEP $ACN $FAST $UNP

$499M

73 positions

#5First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 7 shared positions

$BLK $HON $LMT $PFE $MDLZ $UNP

$529M

75 positions

#6Pine Haven Investment Counsel, IncPassive

Some overlap · 7 shared positions

$SCHW $PEP $BLK $EMR $UNP $ROK

$149M

116 positions

#7Buttonwood Financial Advisors Inc.Active

Some overlap · 7 shared positions

$SCHW $LMT $PEP $EMR $ADBE $AXP

$329M

110 positions

#8SCHULHOFF & CO INCPassive

Some overlap · 7 shared positions

$PEP $LMT $MDLZ $EMR $BF-A $ACN

$249M

134 positions

#9BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$SCHW $PEP $HON $LMT $MDLZ $EMR

$2.5B

270 positions

#10Bull Street Advisors, LLCPassive

Some overlap · 7 shared positions

$PEP $HON $MDLZ $EMR $AXP $UNP

$219M

95 positions

#11MainStreet Investment Advisors LLCActive

Some overlap · 6 shared positions

$BLK $PEP $LMT $HON $EMR $USB

$734M

166 positions

#12ROCKLAND TRUST COPassive

Some overlap · 6 shared positions

$BLK $SCHW $PEP $ACN $UNP $CL

$2.5B

317 positions

#13Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 6 shared positions

$SCHW $PEP $HON $ADBE $AXP $ACN

$658M

152 positions

#14BLI - Banque de Luxembourg InvestmentsPassive

Some overlap · 7 shared positions

$PEP $MDLZ $ADBE $ACN $WAT $UNP

$2.8B

195 positions

#15YACKTMAN ASSET MANAGEMENT LPActive

Some overlap · 6 shared positions

$SCHW $PEP $LMT $CTSH $FOX $CL

$8.1B

74 positions

#16ICICI Prudential Asset Management Co LtdPassive

Some overlap · 6 shared positions

$PEP $STZ $CTSH $MDLZ $BF-A $ADBE

$913M

157 positions

#17Stockman Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$PEP $HON $LMT $PFE $AXP $USB

$968M

178 positions

#18JACOBS & CO/CAPassive

Some overlap · 6 shared positions

$SCHW $PEP $HON $AXP $UNP $ROK

$1.2B

134 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$PEP $HON $LMT $EMR $AXP $UNP

$321M

107 positions

#20Hamrick Investment Counsel, llcPassive

Some overlap · 7 shared positions

$LMT $PFE $ADBE $WAT $ROK $USB

$151M

184 positions

#21Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$SCHW $PEP $LMT $AXP $ACN $USB

$762M

267 positions

#22LGT Group FoundationActive

Some overlap · 7 shared positions

$BLK $TTE $PEP $PFE $EMR $FAST

$8.8B

284 positions

#23PARTHENON LLCActive

Some overlap · 6 shared positions

$SCHW $PEP $MDLZ $AXP $FAST $WAT

$962M

133 positions

#24DMKC Advisory Services, LLCActive

Some overlap · 6 shared positions

$PEP $LMT $PFE $EMR $TTE $USB

$530M

92 positions

#25CAMBIAR INVESTORS LLCActive

Some overlap · 6 shared positions

$PEP $HON $STZ $AXP $UNP $USB

$2.3B

150 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.