What hedge funds are most similar to OPUS INVESTMENT MANAGEMENT INC?

The funds with the most similar 13F portfolios to OPUS INVESTMENT MANAGEMENT INC are Miramar, RNC, First Fiduciary Investment Counsel, 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 OPUS INVESTMENT

13F Portfolio OverlapQ2 2026OPUS INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

OPUS INVESTMENT MANAGEMENT INC is an institutional investor managing $183M across 31 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 OPUS INVESTMENT are Miramar, RNC, First Fiduciary Investment Counsel, with shared positions in $PEP, $MCD, $PAYX, $WM, $BLK, $LMT. The full ranking of 25 similar funds is below.

#1Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$PEP $MCD $PAYX $WM $BLK $LMT

$455M

57 positions

#2RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$UPS $PEP $MCHP $PSX $APD $BLK

$2.4B

181 positions

#3First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$WM $NEE $MCD $PSX $AMGN $BLK

$529M

75 positions

#4Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$NEE $MCD $AMGN $PEP

$513M

70 positions

#5GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$MCHP $LNT $AMGN $UPS $PEP $PAYX

$1.2B

611 positions

#6Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$AMGN $NEE $UPS $MCD $PSX

$116M

172 positions

#7Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$NEE $WM $PEP $MCD $AMGN $LMT

$227M

73 positions

#8Flavin Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$NEE $PSX $MCD $UPS $AMGN $PEP

$185M

77 positions

#9SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 6 shared positions

$MCD $AMGN $PEP $APD $LMT $NEE

$2.0B

194 positions

#10Magellan Asset Management LtdActive

Notable overlap · 6 shared positions

$XEL $LNT $CMS $NEE $EXC $PEG

$4.5B

78 positions

#11Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$AMGN $MCD $APD $UPS $LMT $PEP

$214M

33 positions

#12Somerset Trust CoPassive

Notable overlap · 8 shared positions

$NEE $AMGN $MCD $BLK $APD $PSX

$354M

186 positions

#13Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$WM $PSX $NEE $UPS $PEP $LMT

$1.3B

54 positions

#14Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$MCD $WM $APD $PEP $LMT

$199M

38 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$PEP $AMGN $PSX $MCD $BLK

$203M

58 positions

#16HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMGN $WM $NEE $APD

$410M

53 positions

#17INCOME RESEARCH & MANAGEMENTPassive

Notable overlap · 3 shared positions

$MCHP $NEE $LNT

$164M

33 positions

#18Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$AMGN $PEG $PEP $PAYX $PSX

$279M

73 positions

#19TORRAY LLCActive

Notable overlap · 4 shared positions

$AMGN $NEE $PEP $PSX

$741M

91 positions

#20Crescent Sterling, Ltd.Passive

Notable overlap · 5 shared positions

$AMGN $PEP $APD $PSX $LMT

$122M

92 positions

#21Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$MCD $PEP $AMGN $WM $APD $PSX

$265M

100 positions

#22Westchester Capital Management, Inc.Active

Notable overlap · 5 shared positions

$WM $MCHP $MCD $LMT $PEP

$573M

46 positions

#23Coston, McIsaac & PartnersPassive

Notable overlap · 4 shared positions

$NEE $MCD $PEP $PAYX

$497M

948 positions

#24SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$NEE $MCD $APD $PEP

$208M

56 positions

#25DLK Investment Management, LLCPassive

Notable overlap · 4 shared positions

$WM $AMGN $PEP $MCD

$275M

99 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.