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 Stockman Wealth

13F Portfolio OverlapQ2 2026Stockman Wealth portfolio →

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Most similar hedge funds by 13F overlap

Stockman Wealth Management, Inc. is an institutional investor managing $968M across 178 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 Stockman Wealth are CORDA Investment, Keystone Financial Planning, Signet Investment Advisory Group, with shared positions in $USB, $ASML, $PEP, $PFE, $MCD, $VZ. The full ranking of 25 similar funds is below.

#1CORDA Investment Management, LLC.Active

Notable overlap · 8 shared positions

$USB $ASML $PEP $PFE $MCD $VZ

$1.6B

85 positions

#2Keystone Financial Planning, Inc.Active

Notable overlap · 8 shared positions

$USB $UPS $GSK $MDT $PFE $VZ

$388M

39 positions

#3Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$USB $PEP $PFE $MCD $MDT $AXP

$227M

73 positions

#4Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$USB $UPS $PEP $LMT $MDT $CRH

$159M

62 positions

#5CAMBIAR INVESTORS LLCActive

Notable overlap · 8 shared positions

$AXP $MDT $SYY $PEP $USB $ASML

$2.3B

150 positions

#6Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$AXP $UPS $LMT $SYY $PEP $MCD

$181M

81 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$UPS $PEP $MCD $LMT $MDT $VZ

$233M

122 positions

#8Ironwood Investment Counsel, LLCPassive

Notable overlap · 8 shared positions

$AXP $SYY $QCOM $USB $LMT $UPS

$762M

267 positions

#9Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$USB $LMT $SYY $PEP $MDT $PFE

$797M

110 positions

#10OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$QCOM $PEP $MCD $SYY $PFE $UPS

$2.7B

54 positions

#11ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$ASML $AXP $MCD $PEP $HON $HONA

$1.9B

88 positions

#12InvesTrustPassive

Notable overlap · 8 shared positions

$MCD $USB $PEP $VZ $SLB $PFE

$260M

95 positions

#13DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$USB $SYY $LMT $PEP $MDT $PFE

$530M

92 positions

#14Welch Group, LLCPassive

Notable overlap · 6 shared positions

$QCOM $MCD $LMT $PFE $PEP $VZ

$2.9B

326 positions

#15MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$USB $QCOM $PEP $MDT $LMT

$1.2B

106 positions

#16Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$ASML $PEP $MDT $PFE $VZ

$272M

72 positions

#17EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$USB $UPS $GSK $MDT $VZ

$5.2B

76 positions

#18CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$UPS $GSK $LMT $VZ $PEP $QCOM

$177M

86 positions

#19Saratoga Research & Investment ManagementActive

Notable overlap · 7 shared positions

$ASML $MDT $PEP $HON $HONA $APH

$1.8B

46 positions

#20Bestgate Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$ASML $USB $AXP $VZ

$63M

45 positions

#21Tamar Securities, LLCActive

Notable overlap · 4 shared positions

$ASML $QCOM $LMT $PWR

$1.1B

98 positions

#22Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$AXP $QCOM $PEP $SYY $VZ

$274M

58 positions

#23Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$PEP $QCOM $MCD $LMT $VZ

$455M

57 positions

#24Willis Investment CounselActive

Notable overlap · 7 shared positions

$LMT $PFE $PEP $MDT $VZ $AXP

$2.1B

125 positions

#25Trans-Canada Capital Inc.Active

Notable overlap · 4 shared positions

$ASML $QCOM $HON $HONA

$1.8B

22 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.