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 Old Port Advisors

13F Portfolio OverlapQ3 2026Old Port Advisors portfolio →

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Most similar hedge funds by 13F overlap

Old Port Advisors is an institutional investor managing $500M across 271 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 Old Port Advisors are KWMG, Hanson & Doremus Investment, WCM INVESTMENT, with shared positions in $STX, $GLW, $CAH, $IP, $WM, $FSLR. The full ranking of 25 similar funds is below.

#1KWMG, LLCPassive

Notable overlap · 4 shared positions

$STX $GLW $CAH $IP

$1.4B

155 positions

#2Hanson & Doremus Investment ManagementActive

Notable overlap · 4 shared positions

$STX $GLW $WM $FSLR

$982M

493 positions

#3WCM INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$STX $GLW $CAH $NVS

$55.2B

266 positions

#4Decker Retirement Planning Inc.Active

Notable overlap · 3 shared positions

$STX $GLW $IAU

$302M

359 positions

#5Lifeworks Advisors, LLCPassive

Notable overlap · 4 shared positions

$STX $IAU $GLW $PFE

$955M

337 positions

#6Aull & Monroe Investment Management CorpPassive

Notable overlap · 4 shared positions

$STX $GLW $RY $WM

$231M

125 positions

#7Steadtrust LLCPassive

Notable overlap · 3 shared positions

$GLW $STX $RIO

$198M

132 positions

#8Riverview Trust CoActive

Notable overlap · 4 shared positions

$STX $RY $GLW $CAH

$84M

166 positions

#9Green Alpha Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLW $STX $FSLR

$148M

110 positions

#10Leisure Capital ManagementActive

Notable overlap · 4 shared positions

$STX $GLW $FSLR $RY

$320M

157 positions

#11VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 4 shared positions

$STX $GLW $CFG $PFE

$1.8B

345 positions

#12SHUFRO ROSE & CO LLCActive

Notable overlap · 3 shared positions

$GLW $ALPS $UL

$1.7B

315 positions

#13LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$GLW $STX $RIO $PWR

$320M

82 positions

#14FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 4 shared positions

$GLW $HSBC $UL $ENB

$202M

327 positions

#15COOKSON PEIRCE & CO INCPassive

Some overlap · 4 shared positions

$GLW $HSBC $NVS $CAH

$3.0B

317 positions

#16Royal Palms Capital LLCPassive

Some overlap · 5 shared positions

$GLW $UL $CFG $ENB $ALPS

$113M

55 positions

#17Geneva Partners, LLCPassive

Some overlap · 3 shared positions

$GLW $STX $PWR

$334M

81 positions

#18Bellwether Advisors, LLCActive

Some overlap · 5 shared positions

$GLW $IAU $STX $PWR $CAH

$675M

167 positions

#19Fi3 FINANCIAL ADVISORS, LLCPassive

Some overlap · 3 shared positions

$STX $CFG $PFE

$418M

232 positions

#20FIG FINANCIAL ADVISORY SERVICES INC /ADVActive

Some overlap · 5 shared positions

$ALPS $GLW $CFG $VOD $CAH

$165M

63 positions

#21FDx Advisors, Inc.Passive

Some overlap · 4 shared positions

$IAU $STX $NGG $NVS

$332M

179 positions

#22Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 3 shared positions

$GLW $WM $PFE

$327M

94 positions

#23WEDGEWOOD INVESTORS INC /PA/Passive

Some overlap · 3 shared positions

$STX $GLW $WM

$97M

110 positions

#24BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$GLW $STX $IAU

$543M

140 positions

#25Werlinich Asset Management, LLCActive

Some overlap · 3 shared positions

$GLW $WM $PFE

$258M

57 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.