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 Stiles Financial Services

13F Portfolio OverlapQ2 2026Stiles Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Stiles Financial Services Inc is an institutional investor managing $398M across 183 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 Stiles Financial Services are Banco de Sabadell, S.A, Progressive Investment, Karani Asset, with shared positions in $ASML, $TXN, $VLO, $QCOM, $TJX, $CME. The full ranking of 25 similar funds is below.

#1Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ASML $TXN $VLO $QCOM $TJX $CME

$170M

61 positions

#2Progressive Investment Management CorpActive

Notable overlap · 7 shared positions

$ASML $FAST $KLAC $GLW $TXN $URI

$454M

56 positions

#3Karani Asset Management LLCPassive

Notable overlap · 5 shared positions

$ASML $TXN $KLAC $STLD $CMI

$139M

57 positions

#4VAN ECK ASSOCIATES CORPActive

Some overlap · 5 shared positions

$ASML $TXN $QCOM $KLAC $MPWR

$164.1B

1,337 positions

#5Caitong International Asset Management Co., LtdPassive

Some overlap · 6 shared positions

$ASML $KLAC $GLW $TXN $QCOM $MPWR

$729M

2,999 positions

#6Walter Public Investments Inc.Passive

Some overlap · 5 shared positions

$ASML $TXN $KLAC $XEL $CME

$416M

53 positions

#7ST GERMAIN D J CO INCPassive

Some overlap · 5 shared positions

$ASML $GLW $CMI $QCOM $TJX

$2.8B

914 positions

#8Madson Wealth Advisors IncActive

Some overlap · 5 shared positions

$ASML $TXN $KLAC $CMI $QCOM

$147M

97 positions

#9Avanda Investment Management Pte. Ltd.Active

Some overlap · 4 shared positions

$ASML $TXN $KLAC $GLW

$299M

39 positions

#10OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 6 shared positions

$TXN $QCOM $VLO $CMI $XEL $DUK

$2.7B

54 positions

#11Front Row Advisors LLCPassive

Some overlap · 6 shared positions

$ASML $GLW $TJX $DLR $TGT $CME

$345M

576 positions

#12KP Management LLCPassive

Some overlap · 4 shared positions

$ASML $KLAC $CMI $MPWR

$532M

86 positions

#13STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Some overlap · 4 shared positions

$ASML $KLAC $GLW $TXN

$146.1B

107 positions

#14Quadrature Capital LtdPassive

Some overlap · 5 shared positions

$ASML $TXN $QCOM $CME $MPWR

$11.7B

1,542 positions

#15PAYDEN & RYGELPassive

Some overlap · 6 shared positions

$VLO $TXN $GLW $CMI $TJX $DUK

$1.3B

131 positions

#16Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$ASML $KLAC $XEL $TJX

$1.6B

184 positions

#17Venturi Wealth Management, LLCPassive

Some overlap · 6 shared positions

$TXN $QCOM $KLAC $TJX $URI $ASML

$2.6B

632 positions

#18Blom & Howell Financial Planning, Inc.Active

Some overlap · 4 shared positions

$ASML $GLW $CMI $TJX

$120M

67 positions

#19Hudson Value Partners, LLCPassive

Some overlap · 4 shared positions

$ASML $QCOM $GLW $URI

$399M

113 positions

#20McGuire Investment Group, LLCActive

Some overlap · 4 shared positions

$ASML $QCOM $CMI $CME

$1.1B

137 positions

#21Armor Investment Advisors, LLCActive

Some overlap · 4 shared positions

$ASML $VLO $DLR $DUK

$312M

155 positions

#22Rafferty Asset Management, LLCActive

Some overlap · 5 shared positions

$TXN $QCOM $KLAC $ASML $MPWR

$43.9B

1,133 positions

#23PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$TXN $KLAC $GNRC $STLD $GLW

$462M

86 positions

#24ADVOCATE GROUP LLCPassive

Some overlap · 6 shared positions

$TXN $CMI $PSA $XEL $TGT $DUK

$665M

122 positions

#25RBA Wealth Management, LLCPassive

Some overlap · 4 shared positions

$ASML $QCOM $CMI $URI

$273M

80 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.