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 O'Keefe Stevens Advisory

13F Portfolio OverlapQ3 2026O'Keefe Stevens Advisory portfolio →

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Most similar hedge funds by 13F overlap

O'Keefe Stevens Advisory, Inc. is an institutional investor managing $489M across 81 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 O'Keefe Stevens Advisory are LAWOOD, Eliot Finkel Investment Counsel, Cambridge Advisors, with shared positions in $GLW, $QCOM, $MTB, $UPS, $AMGN, $APD. The full ranking of 25 similar funds is below.

#1LAWOOD & COPassive

Notable overlap · 4 shared positions

$GLW $QCOM $MTB $UPS

$145M

94 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$GLW $AMGN $APD $DUK $UPS $LMT

$214M

33 positions

#3Cambridge Advisors Inc.Active

Notable overlap · 3 shared positions

$GLW $AMGN $UNP

$581M

182 positions

#4SHUFRO ROSE & CO LLCActive

Notable overlap · 3 shared positions

$GLW $QCOM $AMGN

$1.7B

315 positions

#5CapWealth Advisors, LLCActive

Notable overlap · 5 shared positions

$GLW $AMGN $WMB $DUK $UPS

$1.3B

122 positions

#6Cornerstone Capital, Inc.Active

Notable overlap · 3 shared positions

$GLW $AMGN $PFE

$1.1B

120 positions

#7MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$QCOM $AMGN $MTB $SBUX $LMT

$1.2B

100 positions

#8R.H. Dinel Investment Counsel, Inc.Active

Notable overlap · 5 shared positions

$QCOM $AMGN $PFE $SBUX $UPS

$142M

39 positions

#9Werlinich Asset Management, LLCActive

Notable overlap · 4 shared positions

$GLW $UNP $PFE $LMT

$258M

57 positions

#10Hudson Value Partners, LLCPassive

Notable overlap · 3 shared positions

$GLW $AMGN $QCOM

$399M

113 positions

#11Tufton Capital ManagementPassive

Notable overlap · 5 shared positions

$GLW $QCOM $DUK $UPS $LMT

$583M

131 positions

#12Insight Inv LLCPassive

Notable overlap · 3 shared positions

$GLW $AMGN $QCOM

$210M

108 positions

#13Karras Company, Inc.Active

Notable overlap · 4 shared positions

$GLW $UNP $AMGN $LMT

$109M

65 positions

#14Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 4 shared positions

$GLW $QCOM $PFE $LMT

$1.1B

34 positions

#1559 North Capital Management, LPActive

Notable overlap · 3 shared positions

$AER $L $GPC

$4.5B

19 positions

#16BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$GLW $AMGN $QCOM $DUK $SBUX $LMT

$504M

136 positions

#17LONDON CO OF VIRGINIAActive

Notable overlap · 6 shared positions

$GLW $AER $MTB $APD $SBUX $BLK

$17.5B

169 positions

#18CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GLW $UPS $GPC

$1.9B

79 positions

#19Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 3 shared positions

$GLW $PFE $LMT

$327M

94 positions

#20Adalta Capital Management LLCPassive

Notable overlap · 4 shared positions

$QCOM $UNP $WY $DUK

$228M

103 positions

#21TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 4 shared positions

$GLW $AMGN $WMB $BLK

$1.3B

220 positions

#22UNITED BANKActive

Notable overlap · 5 shared positions

$GLW $AMGN $APD $BLK $LMT

$853M

130 positions

#23NovaPoint Capital, LLCPassive

Notable overlap · 3 shared positions

$GLW $UNP $APD

$464M

162 positions

#24Steadtrust LLCPassive

Some overlap · 4 shared positions

$GLW $AER $QCOM $WMB

$198M

132 positions

#25CROBANActive

Some overlap · 5 shared positions

$AMGN $MTB $UNP $DUK $LMT

$227M

81 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.