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 NOVEM GROUP

13F Portfolio OverlapQ2 2026NOVEM GROUP portfolio →

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Most similar hedge funds by 13F overlap

NOVEM GROUP is an institutional investor managing $988M across 445 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 NOVEM GROUP are JB, ADVISORTRUST PARTNERS, COLTON GROOME FINANCIAL ADVISORS, with shared positions in $QCOM, $AZN, $PLD, $PNC, $NXPI, $EMR. The full ranking of 25 similar funds is below.

#1JB Capital LLCActive

Notable overlap · 8 shared positions

$QCOM $AZN $PLD $PNC $NXPI $EMR

$2.9B

280 positions

#2ADVISORTRUST PARTNERS, LLCPassive

Notable overlap · 8 shared positions

$QCOM $AZN $PLD $PNC $NXPI $EMR

$292M

199 positions

#3COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 8 shared positions

$AMGN $QCOM $PNC $STT $NXPI $KLAC

$414M

164 positions

#4Harvest Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$AMGN $ALL $QCOM $PNC $STT $NXPI

$202M

58 positions

#5Insight Inv LLCPassive

Notable overlap · 7 shared positions

$AMGN $ALL $QCOM $PNC $JCI $EMR

$212M

109 positions

#6Windsor Capital Management, LLCActive

Notable overlap · 8 shared positions

$AMGN $PNC $EMR $PLD $NXPI $AZN

$385M

127 positions

#7PINKERTON WEALTH, LLCActive

Notable overlap · 6 shared positions

$COP $AMGN $QCOM $AZN $STT $PEP

$1.2B

103 positions

#8SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 6 shared positions

$COP $AMGN $QCOM $AZN $STT $PEP

$1.3B

97 positions

#9Seascape Capital ManagementPassive

Some overlap · 7 shared positions

$QCOM $AZN $NXPI $PLD $KLAC $BG

$417M

96 positions

#10Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$AMGN $PNC $STT $QCOM $EMR $PEP

$108M

52 positions

#11Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $PNC $EMR $BMY $COP $ALL

$347M

138 positions

#12FourThought Financial Partners, LLCPassive

Some overlap · 7 shared positions

$AZN $AMGN $PEP $KLAC $QCOM $PNC

$1.3B

393 positions

#13BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$AMGN $ALL $QCOM $JCI $KLAC

$404M

99 positions

#14Brookmont Capital ManagementActive

Some overlap · 5 shared positions

$COP $AZN $PNC $QCOM $PEP

$186M

61 positions

#15Ipsen Advisor Group LLCPassive

Some overlap · 5 shared positions

$AMGN $PNC $ALL $BMY $PEP

$155M

107 positions

#16Harrington Investments, INCPassive

Some overlap · 5 shared positions

$AMGN $QCOM $EMR $JCI $PLD

$206M

82 positions

#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$QCOM $PNC $EMR $BMY $PEP

$2.5B

270 positions

#18MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 6 shared positions

$QCOM $EMR $AMGN $PEP $PLD $PNC

$271M

254 positions

#19AIMZ Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$QCOM $AZN $AMGN $BMY $KLAC

$363M

153 positions

#20OAK ASSOCIATES LTD /OH/Active

Some overlap · 5 shared positions

$AMGN $QCOM $NXPI $KLAC $STT

$1.8B

139 positions

#21THOMPSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$QCOM $NXPI $STT $PEP $PNC

$872M

504 positions

#22Telos Capital Management, Inc.Passive

Some overlap · 5 shared positions

$QCOM $NXPI $PEP $AMGN $PNC

$1.1B

201 positions

#23Providence Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$ALL $AMGN $BMY $PEP $EMR

$170M

84 positions

#24VAN STRUM & TOWNE INC.Passive

Some overlap · 5 shared positions

$AMGN $QCOM $EMR $PEP $BMY

$367M

111 positions

#25MARCO INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$QCOM $NXPI $AMGN $KLAC $COP

$1.5B

245 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.