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Hedge Funds Similar to Strategic Equity

13F Portfolio OverlapQ2 2026Strategic Equity portfolio →
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Most similar hedge funds by 13F overlap

Strategic Equity Management is an institutional investor managing $298M across 65 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 Strategic Equity are Themes, Shoker Investment Counsel, Center for Wealth Advisory, with shared positions in $BA, $GD, $LMT, $LHX, $HBAN, $CSX. The full ranking of 25 similar funds is below.

#1Themes Management Co LLCPassive
Slight overlap · 4 shared positions
$BA$GD$LMT$LHX
$151M
120 positions
#2Shoker Investment Counsel, Inc.Active
Slight overlap · 3 shared positions
$HBAN$GD$LMT
$398M
113 positions
#3Center for Wealth Management AdvisoryActive
Slight overlap · 3 shared positions
$HBAN$GD$LMT
$159M
62 positions
#4WULFF, HANSEN & CO.Passive
Slight overlap · 3 shared positions
$CSX$BA$LMT
$130M
109 positions
#5Sage Investment Advisers LLCPassive
Slight overlap · 3 shared positions
$CSX$BA$LMT
$149M
98 positions
#6FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$CSX$GD$LMT
$670M
79 positions
#7Gold Investment Management Ltd.Passive
Slight overlap · 3 shared positions
$CSX$GD$LMT
$369M
202 positions
#8Orca Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$CSX$GD$LMT
$167M
83 positions
#9MUFG Securities EMEA plcActive
Slight overlap · 3 shared positions
$CSX$GD$LHX
$9.5B
575 positions
#10AIGEN INVESTMENT MANAGEMENT, LPPassive
Slight overlap · 3 shared positions
$CSX$LMT$LHX
$366M
517 positions
#11Michael Brady & Co., LLCActive
Slight overlap · 3 shared positions
$CSX$GD$LHX
$113M
58 positions
#12Family Legacy, Inc.Passive
Slight overlap · 3 shared positions
$CSX$GD$LMT
$375M
124 positions
#13Pflug Koory, LLCPassive
Slight overlap · 3 shared positions
$CSX$LMT$LHX
$250M
426 positions
#14Richwood Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$BA$GD$LMT
$142M
106 positions
#15CLOUGH CAPITAL PARTNERS L PPassive
Slight overlap · 3 shared positions
$BA$GD$LMT
$1.2B
102 positions
#16CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$BA$GD$LMT
$200M
76 positions
#17Investment Research & Advisory Group, Inc.Active
Slight overlap · 3 shared positions
$BA$GD$LMT
$324M
314 positions
#18Coastwise Capital Group, LLCPassive
Slight overlap · 3 shared positions
$BA$GD$LMT
$172M
143 positions
#19Barbara Oil Co.Active
Slight overlap · 3 shared positions
$BA$LMT$LHX
$297M
73 positions
#20MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive
Slight overlap · 3 shared positions
$CSX$GD$LMT
$83.9B
3,165 positions
#21Victrix Investment AdvisorsPassive
Slight overlap · 3 shared positions
$BA$LMT$LHX
$239M
75 positions
#22Newport Trust Company, LLCActive
Slight overlap · 3 shared positions
$BA$GD$HBAN
$41.5B
63 positions
#23Cane Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$BA$LMT$GD
$253M
133 positions
#24Delta Accumulation, LLCActive
Slight overlap · 3 shared positions
$CSX$GD$LMT
$2.5B
156 positions
#25Vident Advisory, LLCPassive
Slight overlap · 3 shared positions
$GD$LMT$LHX
$13.9B
1,919 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.