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 Shelter Mutual Insurance

13F Portfolio OverlapQ2 2026Shelter Mutual Insurance portfolio →

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Most similar hedge funds by 13F overlap

Shelter Mutual Insurance Co is an institutional investor managing $473M across 58 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 Shelter Mutual Insurance are Brentview Investment, Stone Summit Wealth, Allied Investment Advisors, with shared positions in $CME, $LIN, $UNP, $NEE, $LOW, $PEP. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCActive

Notable overlap · 6 shared positions

$CME $LIN $UNP $NEE $LOW $PEP

$253M

63 positions

#2Stone Summit Wealth LLCPassive

Notable overlap · 8 shared positions

$AXP $LIN $QCOM $PEP $NEE $LOW

$394M

144 positions

#3Allied Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$DE $SHEL $LOW $TGT $PEP $PFE

$797M

110 positions

#4DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$DE $TGT $SHEL $LOW $PEP $PFE

$530M

92 positions

#5NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 6 shared positions

$AXP $LIN $NEE $QCOM $LOW $GILD

$832M

124 positions

#6Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$AXP $NEE $LIN $QCOM $PEP $UNP

$467M

118 positions

#7Wallington Asset Management, LLCActive

Notable overlap · 5 shared positions

$LIN $UNP $DE $LOW $PEP

$814M

61 positions

#8Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$LIN $CME $PEP $PFE $BMY

$199M

38 positions

#9COTTONWOOD CAPITAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$DE $UNP $PEP $ITW

$166M

88 positions

#10Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$UNP $CME $PEP $QCOM $BMY

$455M

57 positions

#11Maj Invest Holding A/SActive

Notable overlap · 5 shared positions

$AXP $UNP $LOW $QCOM $PFE

$2.2B

40 positions

#12DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$ITW $PEP $QCOM $LIN $TGT $DE

$235M

96 positions

#13Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$AXP $QCOM $PEP $LOW $GILD $BMY

$274M

58 positions

#14SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$DE $NEE $PEP $QCOM

$205M

55 positions

#15Constitution Capital LLCActive

Notable overlap · 5 shared positions

$UNP $AXP $NEE $PEP $DE

$195M

62 positions

#16EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $TGT $UNP $GILD $PEP $PFE

$1.3B

58 positions

#17Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$ITW $LOW $NEE $PEP $PFE

$181M

50 positions

#18CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$UNP $CME $AXP $PEP $BMY $STZ

$2.3B

150 positions

#19Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$DE $CME $NEE $UNP $ITW $PEP

$239M

126 positions

#20Loudon Investment Management, LLCPassive

Notable overlap · 5 shared positions

$LOW $NEE $QCOM $ITW $DE

$204M

95 positions

#21CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$DE $CME $PEP $PFE $STZ

$1.6B

85 positions

#22Adalta Capital Management LLCPassive

Notable overlap · 5 shared positions

$AXP $UNP $QCOM $BN $MKL

$228M

103 positions

#23Wilkinson Global Asset Management LLCActive

Notable overlap · 4 shared positions

$DE $UNP $LIN $LOW

$1.3B

62 positions

#24Gleason Group, Inc.Active

Notable overlap · 6 shared positions

$DE $BHP $QCOM $GILD $LOW $UNP

$1.1B

449 positions

#25CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$LIN $DE $NEE $VRTX $PEP

$767M

184 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.