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 Parker Financial

13F Portfolio OverlapQ2 2026Parker Financial portfolio →

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Most similar hedge funds by 13F overlap

Parker Financial LLC is an institutional investor managing $273M across 37 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 Parker Financial are Stokes Advisors, MATRIX ASSET ADVISORS, Granite Group Advisors, with shared positions in $QCOM, $PEP, $NOC, $UNP, $SBUX. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$QCOM $PEP $NOC $UNP

$467M

118 positions

#2MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 3 shared positions

$PEP $QCOM $SBUX

$1.2B

106 positions

#3Granite Group Advisors, LLCActive

Some overlap · 3 shared positions

$QCOM $SBUX $PEP

$169M

84 positions

#4BCWM, LLCPassive

Some overlap · 3 shared positions

$NOC $PEP $UNP

$342M

57 positions

#5Shelter Mutual Insurance CoActive

Some overlap · 3 shared positions

$PEP $QCOM $UNP

$473M

58 positions

#6Miramar Capital, LLCPassive

Some overlap · 3 shared positions

$PEP $QCOM $UNP

$455M

57 positions

#7Kensington Investment Counsel, LLCPassive

Some overlap · 3 shared positions

$PEP $QCOM $UNP

$230M

85 positions

#8Telos Capital Management, Inc.Passive

Some overlap · 3 shared positions

$PEP $QCOM $NOC

$1.1B

201 positions

#9JACOBS & CO/CAPassive

Some overlap · 4 shared positions

$UNP $QCOM $SBUX $PEP

$1.2B

134 positions

#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$PEP $SBUX $UNP

$233M

122 positions

#11Wilson & Boucher Capital Management, LLC

Some overlap · 4 shared positions

$PEP $UNP $SBUX $QCOM

$170M

121 positions

#12KLINGENSTEIN FIELDS & CO LPActive

Some overlap · 4 shared positions

$PEP $UNP $SBUX $NOC

$2.9B

195 positions

#13Advanced Asset Management Advisors IncActive

Some overlap · 3 shared positions

$QCOM $UNP $PEP

$380M

85 positions

#14Cypress Capital, LLCActive

Some overlap · 3 shared positions

$SBUX $UNP $QCOM

$370M

113 positions

#15SECURITY NATIONAL BANK OF SO DAK

Some overlap · 3 shared positions

$QCOM $UNP $PEP

$207M

119 positions

#16American Money Management, LLCPassive

Some overlap · 3 shared positions

$NOC $UNP $QCOM

$700M

174 positions

#17McClarren Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$SBUX $PEP $UNP

$193M

85 positions

#18Aster Capital Management (DIFC) LtdPassive

Some overlap · 4 shared positions

$QCOM $UNP $SBUX $PEP

$427M

936 positions

#19WOLFF WIESE MAGANA LLCPassive

Some overlap · 3 shared positions

$QCOM $PEP $UNP

$217M

1,027 positions

#20Borer Denton & Associates, Inc.Passive

Some overlap · 3 shared positions

$PEP $UNP $QCOM

$305M

74 positions

#21WoodTrust Financial CorpActive

Some overlap · 3 shared positions

$PEP $SBUX $NOC

$842M

179 positions

#22LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$PEP $UNP $NOC

$273M

104 positions

#23Guilbault Capital LLCPassive

Some overlap · 3 shared positions

$NOC $UNP $PEP

$100M

73 positions

#24Sage Capital Advisors,llcPassive

Some overlap · 3 shared positions

$PEP $UNP $QCOM

$482M

140 positions

#25SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Some overlap · 3 shared positions

$QCOM $UNP $PEP

$169M

104 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.