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 Smart Portfolios

13F Portfolio OverlapQ1 2026Smart Portfolios portfolio →

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Most similar hedge funds by 13F overlap

Smart Portfolios, LLC is an institutional investor managing $100M across 99 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Smart Portfolios are BRADY FAMILY WEALTH, Palisade Asset, UNITED BANK, with shared positions in $BLK, $SYK, $TXN, $PSX, $AMGN, $PEP. The full ranking of 25 similar funds is below.

#1BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 10 shared positions

$BLK $SYK $TXN $PSX $AMGN $PEP

$346M

113 positions

#2Palisade Asset Management, LLCPassive

Notable overlap · 9 shared positions

$TXN $AMGN $MCD $USB $PEP $BLK

$1.1B

204 positions

#3UNITED BANKActive

Notable overlap · 8 shared positions

$TXN $AMGN $MCD $BLK $APD $PEP

$853M

130 positions

#4Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$BLK $TXN $MCD $AMGN $USB $APD

$170M

61 positions

#5Andrews Advisory Associates, LLCActive

Notable overlap · 8 shared positions

$TXN $MCD $FDX $APD $PEP $DIS

$208M

86 positions

#6Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$TXN $MCD $AMGN $USB $PEP $APD

$261M

101 positions

#7First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$BLK $TXN $MCD $PSX $AMGN $DIS

$529M

75 positions

#8InvesTrustPassive

Notable overlap · 8 shared positions

$MCD $USB $PEP $APD $SBUX $DIS

$260M

95 positions

#9HARBOUR INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$SYK $BLK $APD $SBUX $PSX $PEP

$194M

108 positions

#10Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$TXN $MCD $AMGN $APD $PEP $CL

$108M

52 positions

#11Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$TXN $BLK $AMGN $PSX $APD $SYK

$631M

271 positions

#12EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$TXN $FDX $USB $AMGN $SBUX $PEP

$1.3B

58 positions

#13Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 9 shared positions

$SYK $PEP $SBUX $DIS $APD $ABT

$562M

84 positions

#14OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$MCD $PSX $AMGN $PEP $APD $BLK

$183M

31 positions

#15Gs Investments, Inc.Passive

Notable overlap · 6 shared positions

$SYK $AMGN $TXN $USB $PEP $APD

$138M

133 positions

#16ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$SYK $TXN $MCD $PEP $DIS $APD

$1.9B

88 positions

#17DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$MCD $AMGN $PEP $TXN $DIS $NKE

$235M

96 positions

#18Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$TXN $AMGN $USB $PEP $SBUX $DIS

$169M

84 positions

#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$BLK $MCD $PSX $AMGN $PEP $ABT

$201M

57 positions

#20Somerset Trust CoPassive

Notable overlap · 7 shared positions

$AMGN $MCD $BLK $APD $PSX $PEP

$354M

186 positions

#21MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$TXN $AMGN $USB $PEP $SBUX $NKE

$1.2B

106 positions

#22Pinnacle West Asset Management, Inc.Passive

Notable overlap · 7 shared positions

$BLK $AMGN $TXN $MCD $OKE $DIS

$145M

104 positions

#23PINKERTON WEALTH, LLCActive

Notable overlap · 6 shared positions

$PSX $AMGN $TXN $MCD $PEP $ABT

$1.2B

103 positions

#24Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$BLK $SYK $SBUX $AMGN $PSX $USB

$856M

89 positions

#25CONNING INC.Passive

Notable overlap · 7 shared positions

$AMGN $USB $MCD $BLK $SBUX $CL

$3.3B

327 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.