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 Raleigh

13F Portfolio OverlapQ2 2026Raleigh portfolio →

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Most similar hedge funds by 13F overlap

Raleigh Capital Management Inc. is an institutional investor managing $313M across 610 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 Raleigh are ATLANTIC FAMILY WEALTH, ZIONS BANCORPORATION, NATIONAL ASSOCIATION, Lloyd Advisory Services, with shared positions in $USB, $VZ, $ENB, $PNC, $PFE, $PLD. The full ranking of 25 similar funds is below.

#1ATLANTIC FAMILY WEALTH, LLCSmart money

Substantial overlap · 21 shared positions

$USB $VZ $ENB $PNC $PFE $PLD

$156M

64 positions

#2ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Substantial overlap · 21 shared positions

$USB $ENB $VZ $FE $SNY $PAYX

$1.7B

1,629 positions

#3Lloyd Advisory Services, LLC.Passive

Substantial overlap · 21 shared positions

$VZ $USB $ENB $FE $PFE $SNY

$258M

628 positions

#4First Bank & TrustPassive

Notable overlap · 15 shared positions

$USB $ENB $PM $PNC $PFE $BTI

$680M

270 positions

#5Code Waechter LLCPassive

Notable overlap · 14 shared positions

$USB $ENB $PM $PNC $PLD $BTI

$193M

127 positions

#6Keystone Financial Planning, Inc.Smart money

Notable overlap · 10 shared positions

$USB $VZ $PM $PFE $BTI $MDT

$388M

39 positions

#7TrueMark Investments, LLCPassive

Notable overlap · 9 shared positions

$VZ $ENB $PM $BTI $SNY $TTE

$798M

187 positions

#8FEDERATED HERMES, INC.Passive

Notable overlap · 14 shared positions

$USB $VZ $PAYX $PNC $PLD $PM

$69.6B

2,038 positions

#9OPAL CAPITAL LLCPassive

Notable overlap · 9 shared positions

$VZ $ENB $PM $BTI $PEP $SNY

$560M

136 positions

#10Verity & Verity, LLCActive

Notable overlap · 8 shared positions

$VZ $ENB $PFE $PLD $MDT $WEC

$1.5B

138 positions

#11Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$USB $VZ $PNC $MDT $PEP $CME

$159M

62 positions

#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$VZ $PM $PLD $MDT $WEC $PEP

$233M

122 positions

#13Martin Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$VZ $PFE $PAYX $TTE $MDT $PEP

$272M

72 positions

#14EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$USB $VZ $PNC $SNY $TTE $MDT

$5.2B

76 positions

#15GQG Partners LLCActive

Notable overlap · 8 shared positions

$VZ $ENB $PM $BTI $TRP $DUK

$53.8B

102 positions

#16CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$USB $VZ $PFE $MDT $PAYX $PEP

$1.6B

85 positions

#17Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$USB $PM $PLD $AMT $PEP $DUK

$334M

127 positions

#18Optimist Retirement Group LLCActive

Notable overlap · 7 shared positions

$VZ $PM $PFE $BTI $PEP $MO

$259M

118 positions

#19TECTONIC ADVISORS LLCPassive

Notable overlap · 7 shared positions

$VZ $ENB $PAYX $PFE $PEP $DUK

$2.1B

289 positions

#20Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$VZ $PM $PAYX $MDT $PEP $MO

$497M

948 positions

#21MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$USB $VZ $ENB $PAYX $MDT $TRP

$3.8B

152 positions

#22Alley Investment Management Company, LLCActive

Some overlap · 7 shared positions

$PM $PLD $PAYX $WEC $USB $CME

$856M

89 positions

#23PCB Capital LLCPassive

Some overlap · 6 shared positions

$USB $VZ $PM $PFE $PEP $APH

$82M

114 positions

#24Paradigm Capital Management, LLC/NVActive

Some overlap · 7 shared positions

$USB $VZ $PM $DUK $MO $PFE

$116M

65 positions

#25Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 7 shared positions

$ENB $PLD $PM $WEC $AMT $USB

$449M

45 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.