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 Stack Financial

13F Portfolio OverlapQ2 2026Stack Financial portfolio →

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Most similar hedge funds by 13F overlap

Stack Financial Management, Inc is an institutional investor managing $1.3B across 54 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 Stack Financial are HARBOUR INVESTMENT, CAMDEN NATIONAL BANK, Slocum, Gordon & LLP, with shared positions in $WM, $PCAR, $SYK, $LHX, $NEE, $PSX. The full ranking of 25 similar funds is below.

#1HARBOUR INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$WM $PCAR $SYK $LHX $NEE $PSX

$194M

108 positions

#2CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$PWR $NEE $LHX $DUK $PEP $MDLZ

$767M

184 positions

#3Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

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

$151M

70 positions

#4DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$PWR $WM $SYK $LMT $DHR $DOV

$124M

100 positions

#5First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$WM $NEE $LMT $PSX $MDLZ $DHR

$529M

75 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $DUK $T $MDLZ $LMT $COP

$1.3B

58 positions

#7FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 9 shared positions

$AEP $NEE $PEP $LMT $COP $LHX

$5.3B

210 positions

#8REAVES W H & CO INCActive

Notable overlap · 6 shared positions

$PWR $CNP $AEP $NEE $AEE $DTB

$6.6B

94 positions

#9Visionary Wealth AdvisorsPassive

Notable overlap · 7 shared positions

$PWR $EMR $PSX $LMT $NEE $DUK

$2.5B

666 positions

#10HENDLEY & CO INCActive

Notable overlap · 7 shared positions

$WPM $EOG $AEP $SYK $COP $PEP

$283M

47 positions

#11GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$AEP $DUK $SYK $UPS $T $PEP

$1.2B

383 positions

#12RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$PSX $UPS $EMR $LMT $T $PEP

$2.4B

181 positions

#13OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$WM $PSX $NEE $UPS $PEP $LMT

$183M

31 positions

#14Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$DUK $CBOE $NEE $WM $UNP $PEP

$239M

126 positions

#15Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$DUK $UPS $LMT $CI $MDLZ $PEP

$159M

62 positions

#16Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$WM $AEP $LMT $MDLZ $PEP $DUK

$199M

38 positions

#17HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$WM $DUK $LMT $NEE $PEP $EMR

$321M

107 positions

#18Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$PCAR $DUK $UPS $AEP $LMT $EOG

$214M

33 positions

#19Rithm Capital Corp.Active

Notable overlap · 6 shared positions

$PWR $AEP $WM $DUK $NEE $EMR

$81M

38 positions

#20RBA Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$WM $AEP $CBOE $CI $CCK $MDT

$273M

80 positions

#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$DUK $UPS $LMT $T $PEP $MDT

$233M

122 positions

#22Reliant Investment Management, LLCPassive

Notable overlap · 4 shared positions

$PWR $LHX $SYK $COP

$281M

55 positions

#23HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$WM $NEE $DUK $DOV $DHR $UNP

$410M

53 positions

#24TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$AEP $NEE $UPS $CI $PEP $UNP

$798M

187 positions

#25Harrison Street Private Wealth LLCActive

Notable overlap · 5 shared positions

$AEP $CNP $NEE $AEE $UNP

$71M

21 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.