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 Slocum, Gordon & LLP

13F Portfolio OverlapQ2 2026Slocum, Gordon & LLP portfolio →

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Most similar hedge funds by 13F overlap

Slocum, Gordon & Co LLP is an institutional investor managing $151M across 70 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 Slocum, Gordon & LLP are Harrison Street Private Wealth, FUKOKU MUTUAL LIFE INSURANCE, EDGAR LOMAX, with shared positions in $NEE, $AEP, $FE, $WMB, $UNP, $D. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive

Notable overlap · 6 shared positions

$NEE $AEP $FE $WMB $UNP $D

$71M

21 positions

#2FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 8 shared positions

$NEE $AEP $DUK $MCD $PFE $VZ

$1.7B

256 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $DUK $PFE $SBUX $T $LMT

$1.3B

58 positions

#4Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$VZ $MCD $AEP $PFE $LMT $DUK

$199M

38 positions

#5Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$AEP $NEE $DUK $COP $T $LMT

$1.3B

54 positions

#6SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$COP $VZ $AEP $PFE $T $WY

$606M

79 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$MCD $DUK $VZ $SBUX $T $LMT

$233M

122 positions

#8Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$NEE $MCD $UL $VZ $SBUX

$497M

948 positions

#9Electron Capital Partners, LLCActive

Notable overlap · 3 shared positions

$NEE $FE $WMB

$2.5B

46 positions

#10Bruce & Co., Inc.Active

Notable overlap · 4 shared positions

$NEE $DUK $PFE $T

$369M

41 positions

#11FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$MCD $AEP $NEE $WMB $LMT $COP

$5.3B

210 positions

#12Asset Management Advisors, LLCActive

Notable overlap · 4 shared positions

$NEE $VZ $WMB $OXY

$181M

17 positions

#13Welch Group, LLCPassive

Notable overlap · 6 shared positions

$NEE $MCD $AEP $VZ $PFE $LMT

$2.9B

326 positions

#14Capital Innovations LLCPassive

Notable overlap · 7 shared positions

$NEE $WMB $AEP $UNP $DUK $FE

$385M

51 positions

#15Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$NEE $VZ $MCD $PFE

$513M

70 positions

#16BCWM, LLCPassive

Notable overlap · 7 shared positions

$DUK $VZ $PFE $T $LMT $KMI

$342M

57 positions

#17Stablepoint Partners, LLCPassive

Notable overlap · 10 shared positions

$NEE $LMT $VZ $FE $MCD $UL

$723M

260 positions

#18Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$VZ $MCD $UL $T $MMM

$249M

35 positions

#19ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$VZ $DUK $PFE $MCD $UL $UNP

$665M

122 positions

#20Canal Insurance COActive

Notable overlap · 8 shared positions

$DUK $VZ $PFE $LMT $COP $KMI

$456M

76 positions

#21GQG Partners LLCActive

Notable overlap · 6 shared positions

$VZ $AEP $DUK $T $NEE $UL

$53.8B

102 positions

#22TrueMark Investments, LLCPassive

Notable overlap · 5 shared positions

$VZ $NEE $AEP $KMI $UNP

$798M

187 positions

#23Energy Income Partners, LLCActive

Notable overlap · 7 shared positions

$DUK $AEP $WMB $FE $NEE $KMI

$6.4B

88 positions

#24Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$DUK $NEE $COP $UL $T $BDX

$10.2B

208 positions

#25Constitution Capital LLCActive

Notable overlap · 5 shared positions

$NEE $DUK $AEP $UNP $T

$195M

62 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.