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 RAELIPSKIE PARTNERSHIP

13F Portfolio OverlapQ2 2026RAELIPSKIE PARTNERSHIP portfolio →

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Most similar hedge funds by 13F overlap

RAELIPSKIE PARTNERSHIP is an institutional investor managing $265M across 124 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 RAELIPSKIE PARTNERSHIP are Verity & Verity, Minot DeBlois Advisors, Foresight Global Investors, with shared positions in $PEP, $NEE, $PFH, $PLD, $ACN, $PFE. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Some overlap · 6 shared positions

$PEP $NEE $PFH $PLD $ACN $PFE

$1.5B

138 positions

#2Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$PEP $NEE $BHP $ACN $PFE $UNP

$116M

240 positions

#3Foresight Global Investors, Inc.Active

Some overlap · 7 shared positions

$HSBC $AZN $SONY $RIO $NVO $WFC

$165M

32 positions

#4TORRAY LLCActive

Some overlap · 5 shared positions

$PEP $NEE $PLD $ACN $PFE

$741M

91 positions

#5Mondrian Investment Partners LTDActive

Some overlap · 6 shared positions

$SAN $PEP $PLD $SONY $BP $WFC

$6.5B

111 positions

#6Slagle Financial, LLCPassive

Some overlap · 5 shared positions

$PEP $NEE $PFH $PLD $WFC

$334M

127 positions

#7Ted Buchan & CoActive

Some overlap · 5 shared positions

$HSBC $PEP $UBER $NVO $PFE

$306M

95 positions

#8DV EQUITIES, LLCActive

Some overlap · 6 shared positions

$SAN $SONY $UL $TM $NVO $BP

$698M

107 positions

#9Shelter Mutual Insurance CoActive

Some overlap · 5 shared positions

$PEP $NEE $BHP $PFE $UNP

$473M

58 positions

#10TrueMark Investments, LLCPassive

Some overlap · 5 shared positions

$PEP $NEE $HSBC $RIO $UNP

$798M

187 positions

#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$PEP $PFH $PLD $RIO $WFC $UNP

$233M

122 positions

#12Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$PEP $NEE $PLD $PFE

$513M

70 positions

#13ABC ARBITRAGE SAPassive

Some overlap · 5 shared positions

$HSBC $UL $RIO $NVO $BP

$926M

381 positions

#14VIKING FUND MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$PEP $NEE $PFH $NVO

$1.1B

146 positions

#15Argo Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$PEP $NEE $ACN $PFE

$181M

50 positions

#16Signet Investment Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$PEP $NEE $ACN $PFE

$227M

73 positions

#17First Pacific FinancialPassive

Some overlap · 5 shared positions

$PEP $PFH $PLD $NEE $PFE

$839M

510 positions

#18Stamos Capital Partners, L.P.Passive

Some overlap · 6 shared positions

$NEE $TM $NVO $PFE $BP $UNP

$653M

140 positions

#19Optimist Retirement Group LLCActive

Some overlap · 5 shared positions

$PEP $BHP $UL $NVO $PFE

$259M

118 positions

#20Limestone Investment Advisors LPPassive

Some overlap · 6 shared positions

$PEP $UBER $NVO $RIO $SPOT $WFC

$1.3B

558 positions

#21NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$PEP $NEE $BHP $UNP

$381M

144 positions

#22LGT Group FoundationActive

Some overlap · 5 shared positions

$NEE $AZN $PLD $PEP $PFE

$8.8B

284 positions

#23Wilson & Boucher Capital Management, LLCPassive

Some overlap · 5 shared positions

$PEP $NEE $NVO $WFC $UNP

$170M

121 positions

#24Schrum Private Wealth Management LLCPassive

Some overlap · 5 shared positions

$PEP $NEE $ACN $PFE $UNP

$97M

109 positions

#25Eldred Rock Partners, LLCActive

Some overlap · 5 shared positions

$PEP $UL $ACN $NVO $WFC

$465M

29 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.