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 Shoker Investment Counsel

13F Portfolio OverlapQ2 2026Shoker Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

Shoker Investment Counsel, Inc. is an institutional investor managing $398M across 113 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 Shoker Investment Counsel are CAMPBELL NEWMAN ASSET, EDGAR LOMAX, WEBSTERROGERS FINANCIAL ADVISORS, with shared positions in $KLAC, $ADI, $TXN, $EMR, $PEP, $UNP. The full ranking of 25 similar funds is below.

#1CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$KLAC $ADI $TXN $EMR $PEP

$1.3B

99 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$TXN $UNP $USB $LMT $SO $GD

$1.3B

58 positions

#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 8 shared positions

$KLAC $ADI $SO $PEP $DUK $MCD

$390M

103 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$TXN $UNP $LMT $SO $PEP $GD

$233M

122 positions

#5Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$TXN $EMR $USB $PEP $GD $LMT

$261M

101 positions

#6Axecap Investments, LLCPassive

Notable overlap · 4 shared positions

$KLAC $MPC $ADI $TXN

$181M

73 positions

#7Riverview Trust CoActive

Notable overlap · 7 shared positions

$KLAC $ITW $PEP $LMT $PAYX $USB

$84M

166 positions

#8Henrickson Nauta Wealth Advisors, Inc.Smart money

Notable overlap · 7 shared positions

$KLAC $MPC $ITW $GILD $TXN $PEP

$410M

118 positions

#9JGP Wealth Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $ADI $ITW $PAYX $PEP

$1.1B

231 positions

#10UNITED BANKActive

Notable overlap · 8 shared positions

$TXN $KLAC $GD $PEP $ITW $MCD

$853M

130 positions

#11Smith Group Asset Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $ADI $HBAN $MPC

$2.5B

166 positions

#12Optimist Retirement Group LLCActive

Notable overlap · 7 shared positions

$KLAC $EPD $LMT $PEP $MMM $MCD

$259M

118 positions

#13Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 8 shared positions

$ADI $LMT $USB $GD $DUK $ITW

$214M

33 positions

#14Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$TXN $EMR $SO $PEP $ITW $MCD

$637M

146 positions

#15Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$HBAN $LMT $USB $PEP $GD $DUK

$159M

62 positions

#16Welch Group, LLCPassive

Notable overlap · 7 shared positions

$TXN $EMR $LMT $SO $PEP $MCD

$2.9B

326 positions

#17MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 5 shared positions

$MPC $TXN $EPD $PEP $MO

$167M

84 positions

#18Lafayette Investments, Inc.Active

Notable overlap · 5 shared positions

$KLAC $LMT $PEP $PAYX $TXN

$542M

162 positions

#19OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$TXN $EMR $SO $PEP $DUK $MCD

$2.7B

54 positions

#20LYNCH & ASSOCIATES/INPassive

Notable overlap · 8 shared positions

$TXN $EMR $LMT $MCD $USB $ITW

$573M

129 positions

#21Powers Advisory Group, LLCActive

Notable overlap · 9 shared positions

$LMT $SO $PEP $MCD $DUK $USB

$319M

130 positions

#22Petros Family Wealth, LLCPassive

Notable overlap · 4 shared positions

$KLAC $EMR $ADI $TXN

$164M

134 positions

#23BROWN BROTHERS HARRIMAN & COActive

Notable overlap · 5 shared positions

$KLAC $USB $TXN $ADI $MCD

$22.8B

1,818 positions

#24Willis Investment CounselActive

Notable overlap · 7 shared positions

$TXN $LMT $PEP $MMM $GD $PAYX

$2.1B

125 positions

#25BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$ADI $TXN $PEP $GD $ITW $MCD

$346M

113 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.