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 PERRYMAN FINANCIAL ADVISORY

13F Portfolio OverlapQ3 2026PERRYMAN FINANCIAL ADVISORY portfolio →

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Most similar hedge funds by 13F overlap

PERRYMAN FINANCIAL ADVISORY INC /AD is an institutional investor managing $791M across 190 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 PERRYMAN FINANCIAL ADVISORY are First Fiduciary Investment Counsel, Cross Staff Investments, BERKSHIRE ASSET, with shared positions in $WM, $MAR, $BX, $LMT, $TXN, $DE. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$WM $MAR $BX $LMT $TXN

$529M

75 positions

#2Cross Staff Investments IncPassive

Some overlap · 6 shared positions

$BX $DE $LNG $COP $PEP $AMT

$168M

130 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$WM $DE $LMT $PEP $EOG

$2.5B

270 positions

#4Stack Financial Management, IncActive

Some overlap · 6 shared positions

$WM $PEP $LMT $EOG $COP $UPS

$1.3B

54 positions

#5Marietta Wealth Management, LLCActive

Some overlap · 6 shared positions

$MAR $WM $DE $BX $PEP $SBUX

$945M

128 positions

#6FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$BX $WM $LNG $AMT

$1.9B

205 positions

#7Powers Advisory Group, LLCActive

Some overlap · 5 shared positions

$WM $DE $PEP $LMT $SBUX

$330M

128 positions

#8Fjell Capital, LLCPassive

Some overlap · 4 shared positions

$WM $DE $BX $CRWD

$178M

84 positions

#9OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 6 shared positions

$BX $PEP $LMT $MAR $COP $PLTR

$329M

323 positions

#10LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$WM $MAR $LMT $CRWD

$213M

124 positions

#11DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$WM $DE $LMT $SBUX

$121M

100 positions

#12FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$BX $PEP $LMT $COP $AMT

$5.3B

210 positions

#13Taylor Financial Group, Inc.Active

Some overlap · 5 shared positions

$BX $MAR $LMT $PEP $PLTR

$182M

103 positions

#14Ipsen Advisor Group LLCPassive

Some overlap · 6 shared positions

$WM $PEP $LMT $EOG $UPS $TXN

$155M

107 positions

#15J. Team Financial, Inc.Passive

Some overlap · 5 shared positions

$WM $DE $COP $CRWD $TXN

$103M

102 positions

#16Avantax Planning Partners, Inc.Active

Some overlap · 6 shared positions

$DE $ALPS $LMT $PEP $COP $TXN

$4.0B

454 positions

#17WoodTrust Financial CorpActive

Some overlap · 4 shared positions

$DE $WM $PEP $SBUX

$825M

180 positions

#18HARBOUR INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$WM $SBUX $PEP $COP $UPS

$194M

108 positions

#19Nikulski Financial, Inc.Passive

Some overlap · 6 shared positions

$DE $WM $LMT $CRWD $MAR $PLTR

$464M

180 positions

#20Hamrick Investment Counsel, llcPassive

Some overlap · 5 shared positions

$WM $ALPS $SBUX $LMT $UPS

$151M

184 positions

#21Partners Group Holding AGActive

Some overlap · 4 shared positions

$BX $WM $AMT $MAR

$1.5B

52 positions

#22WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$MAR $PEP $LMT $DE $WM

$1.3B

73 positions

#23MN Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$BX $PEP $LNG $CRWD $PLTR

$247M

140 positions

#24Westhampton Capital, LLCPassive

Some overlap · 4 shared positions

$WM $DE $PEP $LMT

$241M

131 positions

#25Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$WM $LMT $SBUX $CRWD $TXN

$360M

73 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.