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 North Forty Two

13F Portfolio OverlapQ3 2026North Forty Two portfolio →

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Most similar hedge funds by 13F overlap

North Forty Two & Co. is an institutional investor managing $121M across 106 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 North Forty Two are EDGAR LOMAX, Banco de Sabadell, S.A, NEW ENGLAND ASSET, with shared positions in $TXN, $UNP, $CVS, $GILD, $WFC, $AMGN. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$TXN $UNP $CVS $GILD $WFC $AMGN

$1.3B

58 positions

#2Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$VLO $TXN $CSX $AMGN $UNP $QCOM

$170M

61 positions

#3NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$WFC $QCOM $CVS $CSX $AMGN $TXN

$863M

131 positions

#4Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$TXN $UNP $AMGN $QCOM $CSX $ABT

$108M

52 positions

#5Deane Retirement Strategies, Inc.Passive

Notable overlap · 5 shared positions

$IAU $VLO $UNP $WFC $TXN

$244M

53 positions

#6Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$TXN $QCOM $AMGN $CMI $GILD

$111M

62 positions

#7ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Notable overlap · 6 shared positions

$AMGN $WFC $CMI $TXN $QCOM $ABT

$460M

220 positions

#8Crescent Sterling, Ltd.Passive

Notable overlap · 7 shared positions

$AMGN $CMI $QCOM $TXN $ABT $VLO

$122M

92 positions

#9New England Professional Planning Group Inc.Smart money

Notable overlap · 6 shared positions

$TXN $UNP $CMI $SLV $IAU $QCOM

$268M

50 positions

#10SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TXN $WFC $UNP $AMGN $COP $WY

$606M

79 positions

#11PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$TXN $UNP $WFC $CMI $COP

$175M

73 positions

#12UNITED BANKActive

Notable overlap · 6 shared positions

$TXN $AMGN $CMI $GILD $ABT $SYK

$853M

130 positions

#13ROWLANDMILLER & PARTNERS.ADVPassive

Notable overlap · 8 shared positions

$QCOM $CMI $AMGN $GILD $CSX $COP

$549M

195 positions

#14Cobblestone Asset Management LLCActive

Notable overlap · 3 shared positions

$NEU $IAU $CSX

$248M

77 positions

#15Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TXN $QCOM $UNP $GILD $ABT $SYK

$455M

118 positions

#16MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$TXN $QCOM $AMGN $WFC $ABT

$1.2B

100 positions

#17BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 5 shared positions

$AMGN $CMI $QCOM $CSX $CVS

$405M

98 positions

#18Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 7 shared positions

$CMI $AMGN $WFC $UNP $ABT $QCOM

$170M

121 positions

#19Advanced Asset Management Advisors IncActive

Some overlap · 4 shared positions

$TXN $QCOM $UNP $AMGN

$387M

88 positions

#20Corsicana & Co.Passive

Some overlap · 6 shared positions

$TXN $VLO $UNP $CMI $SYK $QCOM

$206M

309 positions

#21CONNING INC.Passive

Some overlap · 6 shared positions

$AMGN $CMI $UNP $GILD $VLO $ABT

$3.3B

327 positions

#22OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 4 shared positions

$TXN $QCOM $VLO $CMI

$2.2B

70 positions

#23ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Some overlap · 5 shared positions

$VLO $TXN $UNP $GILD $ABT

$194M

122 positions

#24Wallington Asset Management, LLCActive

Some overlap · 4 shared positions

$IAU $UNP $AMGN $CMI

$814M

61 positions

#25Neumann Capital Management, LLCActive

Some overlap · 5 shared positions

$WFC $CMI $GILD $CVS $UNP

$391M

105 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.