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 SMITH, MOORE

13F Portfolio OverlapQ2 2026SMITH, MOORE portfolio →

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Most similar hedge funds by 13F overlap

SMITH, MOORE & CO. is an institutional investor managing $1.5B across 586 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 SMITH, MOORE are Hopwood Financial Services, LCM, OFS Enterprise, with shared positions in $MDY, $ITW, $EMR, $PEP, $GLW, $UNP. The full ranking of 25 similar funds is below.

#1Hopwood Financial Services, Inc.Active

Notable overlap · 4 shared positions

$MDY $ITW $EMR $PEP

$173M

92 positions

#2LCM Capital Management IncActive

Notable overlap · 4 shared positions

$MDY $GLW $EMR $PEP

$230M

129 positions

#3OFS Enterprise LLCActive

Notable overlap · 3 shared positions

$MDY $UNP $ETN

$392M

106 positions

#4ARK & TLK INVESTMENTS, LLCSmart money

Notable overlap · 4 shared positions

$MDY $GLW $UNP $OKE

$406M

127 positions

#5Corsicana & Co.Passive

Notable overlap · 3 shared positions

$MDY $UNP $PEP

$206M

309 positions

#6Hills Bank & Trust CoActive

Notable overlap · 3 shared positions

$MDY $ITW $PEP

$2.3B

383 positions

#7IFG Advisors, LLCActive

Notable overlap · 3 shared positions

$MDY $GLW $UNP

$725M

165 positions

#8Curbstone Financial Management CorpPassive

Notable overlap · 3 shared positions

$MDY $GLW $PEP

$587M

215 positions

#9Diversified Portfolios, Inc.Active

Some overlap · 3 shared positions

$MDY $GLW $ETN

$1.4B

201 positions

#10Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 3 shared positions

$MDY $UNP $ETN

$489M

619 positions

#11Firestone Capital ManagementActive

Some overlap · 3 shared positions

$MDY $IAU $UNP

$537M

168 positions

#12LYNX CAPITAL GROUP LTD /ADVPassive

Some overlap · 4 shared positions

$MDY $IAU $OKE $ENB

$248M

91 positions

#13Paladin Advisory Group, LLCPassive

Some overlap · 3 shared positions

$MDY $ETN $ITW

$151M

243 positions

#14Midwest Financial Group LLCPassive

Some overlap · 4 shared positions

$MDY $OKE $IAU $UNP

$285M

136 positions

#15TI-TRUST, INCPassive

Some overlap · 3 shared positions

$MDY $ITW $EMR

$186M

132 positions

#16RETIREMENT INCOME SOLUTIONS, INCSmart money

Some overlap · 3 shared positions

$MDY $IAU $ETN

$581M

172 positions

#17Wealth Watch Advisors, INCActive

Some overlap · 4 shared positions

$MDY $SLV $IAU $GLW

$309M

142 positions

#18American Institute for Advanced Investment Management, LLPPassive

Some overlap · 3 shared positions

$MDY $SLV $ITW

$173M

159 positions

#19Ascent Wealth Partners, LLCActive

Some overlap · 3 shared positions

$MDY $ITW $ETN

$1.0B

200 positions

#20FIFTH THIRD SECURITIES, INC.Active

Some overlap · 3 shared positions

$MDY $SLV $IAU

$1.8B

360 positions

#21Orcam Financial GroupActive

Some overlap · 3 shared positions

$MDY $IAU $EMR

$205M

105 positions

#22Cambridge Advisors Inc.Active

Some overlap · 5 shared positions

$MDY $ITW $GLW $UNP $PEP

$582M

183 positions

#23Benchmark Financial Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$MDY $GLW $IAU

$405M

147 positions

#24BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Some overlap · 4 shared positions

$MDY $EMR $ETN $PEP

$371M

394 positions

#25SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$IAU $MDY $GLW $UNP $OKE $PEP

$166M

122 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.