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 Peloton Wealth Strategists

13F Portfolio OverlapQ2 2026Peloton Wealth Strategists portfolio →

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Most similar hedge funds by 13F overlap

Peloton Wealth Strategists is an institutional investor managing $271M across 91 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 Peloton Wealth Strategists are Eldred Rock Partners, Cornerstone, CIM, with shared positions in $CMI, $COF, $TMO, $EMR, $NVO, $PEP. The full ranking of 25 similar funds is below.

#1Eldred Rock Partners, LLCActive

Notable overlap · 6 shared positions

$CMI $COF $TMO $EMR $NVO $PEP

$465M

29 positions

#2Cornerstone Capital, Inc.Active

Notable overlap · 8 shared positions

$TMO $AMGN $VRT $UBER $APH $KMB

$1.1B

120 positions

#3CIM, LLCPassive

Notable overlap · 7 shared positions

$CMI $NVO $MNST $ANET $ISRG $PGR

$773M

171 positions

#4Sarasin & Partners LLPActive

Notable overlap · 7 shared positions

$EMR $C $UBER $TMO $AMGN $ISRG

$8.5B

94 positions

#5Seascape Capital ManagementPassive

Notable overlap · 5 shared positions

$VRT $COF $MNST $APH $ANET

$417M

96 positions

#6SHELTON WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$VRT $EMR $UBER $ANET $FCX $APH

$255M

144 positions

#7Mandatum Life Insurance Co LtdSmart money

Notable overlap · 6 shared positions

$EMR $C $KMB $TGT $ABNB $ANET

$540M

90 positions

#8Blume Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$FCX $COF $C $UBER $SLB

$684M

359 positions

#9Gibraltar Capital Management, Inc.Active

Notable overlap · 6 shared positions

$TMO $UBER $DHI $MNST $GRMN $EMR

$650M

125 positions

#10DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$CMI $KMB $TGT $C $PEP $EMR

$530M

92 positions

#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TMO $APH $ANET $PEP $SLB $NKE

$499M

73 positions

#12ATWOOD & PALMER INCPassive

Notable overlap · 6 shared positions

$VRTX $TMO $DHI $GRMN $UBER $KMB

$1.9B

495 positions

#13WORMSER FRERES GESTIONActive

Notable overlap · 6 shared positions

$VRT $TMO $EMR $ISRG $ANET $ZTS

$177M

66 positions

#14WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$CMI $DHI $TMO $PEP $NKE $ZTS

$1.3B

73 positions

#15Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$FCX $C $AMGN $TGT $CMI

$229M

166 positions

#16Massachusetts Wealth ManagementPassive

Notable overlap · 6 shared positions

$C $CMI $FCX $EMR $AMGN $SLB

$262M

98 positions

#17Murphy Pohlad Asset Management LLCPassive

Notable overlap · 6 shared positions

$EMR $CMI $C $TGT $SLB $PEP

$287M

135 positions

#18Fulcrum Capital LLCActive

Notable overlap · 8 shared positions

$VRTX $UBER $PEP $DHI $APH $TMO

$493M

103 positions

#19Advocacy Wealth Management, LLCActive

Notable overlap · 5 shared positions

$VRT $UBER $APH $ANET $MNST

$2.8B

151 positions

#20Kessler Investment Group, LLCPassive

Notable overlap · 5 shared positions

$VRT $FCX $ANET $EMR $CMI

$234M

81 positions

#21Nordwand Advisors, LLCPassive

Notable overlap · 4 shared positions

$VRT $CMI $AMGN $TMO

$652M

146 positions

#22LYELL WEALTH MANAGEMENT, LPPassive

Notable overlap · 6 shared positions

$VRT $APH $DHI $TMO $ISRG $UBER

$1.6B

232 positions

#23Processus Wealth & Capital Management, LLCActive

Notable overlap · 5 shared positions

$C $TMO $AMGN $EMR $PEP

$169M

35 positions

#24apricus wealth, LLCPassive

Notable overlap · 5 shared positions

$AMGN $KMB $C $ABNB $SLB

$210M

129 positions

#25ANDERSON HOAGLAND & COActive

Notable overlap · 6 shared positions

$CMI $C $VRTX $FCX $UBER $SLB

$1.3B

137 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.