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 Round Hill Asset

13F Portfolio OverlapQ2 2026Round Hill Asset portfolio →

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Most similar hedge funds by 13F overlap

Round Hill Asset Management is an institutional investor managing $159M across 62 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 Round Hill Asset are EUBEL BRADY & SUTTMAN ASSET, Hillman, KAHN BROTHERS GROUP, with shared positions in $CCZ, $DIS, $ZBH, $MDT, $PII, $WFC. The full ranking of 25 similar funds is below.

#1EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$CCZ $DIS $ZBH $MDT $PII $WFC

$842M

118 positions

#2Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$ZBH $PFE $KHC $BMY $CCZ $DIS

$138M

54 positions

#3KAHN BROTHERS GROUP INCSmart money

Notable overlap · 6 shared positions

$DIS $PFE $C $BMY $FLG $CCZ

$564M

48 positions

#4SECTOR GAMMA ASActive

Notable overlap · 5 shared positions

$PFE $ZBH $BMY $MDT $AMGN

$461M

40 positions

#5SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$DIS $PFE $C $ZBH $MDT $WFC

$3.2B

40 positions

#6Lombard Odier Asset Management (USA) CorpActive

Notable overlap · 4 shared positions

$CCZ $PFE $BMY $DIS

$727M

142 positions

#7CONTINENTAL ADVISORS LLCActive

Notable overlap · 6 shared positions

$PFE $C $BMY $KHC $ZBH $WFC

$237M

50 positions

#8Rothschild & Co Wealth Management UK LtdSmart money

Notable overlap · 4 shared positions

$SPGI $CCZ $MCO $CHTR

$6.9B

25 positions

#9Birch Capital Management, LLCPassive

Notable overlap · 4 shared positions

$AMGN $NVO $SPGI $ICE

$205M

79 positions

#10SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$MDT $C $PFE $KVUE $T $AMGN

$606M

79 positions

#11Saratoga Research & Investment ManagementActive

Notable overlap · 4 shared positions

$DIS $NVO $MDT $AMGN

$1.8B

46 positions

#12Nepsis Inc.Active

Notable overlap · 3 shared positions

$AMGN $BMY $MDT

$295M

28 positions

#13Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$C $MDT $PFE $DIS $T $SJM

$160M

124 positions

#14Martin Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$AMGN $NVO $MDT $PFE

$272M

72 positions

#15Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$AMGN $C $BMY $PFE

$229M

166 positions

#16DCM Advisors, LLCActive

Notable overlap · 5 shared positions

$DIS $CCZ $PFE $T $WFC

$253M

38 positions

#17Long Focus Capital Management, LLCActive

Notable overlap · 3 shared positions

$DIS $CCZ $CHTR

$3.9B

87 positions

#18BCWM, LLCPassive

Notable overlap · 5 shared positions

$BMY $CCZ $PFE $GRMN $T

$342M

57 positions

#19JMAC ENTERPRISES LLCActive

Notable overlap · 3 shared positions

$AMGN $C $MDT

$593M

122 positions

#20EDMP, INC.Passive

Notable overlap · 5 shared positions

$AMGN $BMY $T $C $SJM

$124M

70 positions

#21Kelsey Financial, LLCActive

Notable overlap · 4 shared positions

$AMGN $WFC $PFE $KVUE

$132M

65 positions

#22Socorro Asset Management LPActive

Notable overlap · 4 shared positions

$PFE $DIS $SPGI $ICE

$223M

33 positions

#23EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$PFE $BMY $CCZ $T $AMGN $WFC

$1.3B

58 positions

#24Granite Group Advisors, LLCActive

Notable overlap · 4 shared positions

$DIS $AMGN $MDT $CCZ

$169M

84 positions

#25LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 6 shared positions

$CCZ $KHC $PFE $DIS $BMY $WFC

$489M

244 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.