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 TORRAY

13F Portfolio OverlapQ2 2026TORRAY portfolio →

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Most similar hedge funds by 13F overlap

TORRAY LLC is an institutional investor managing $741M across 91 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 TORRAY are Verity & Verity, Beacon Harbor Wealth Advisors, Socorro Asset, with shared positions in $AMGN, $PFE, $PEP, $OKE, $NEE, $TXN. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Notable overlap · 9 shared positions

$AMGN $PFE $PEP $OKE $NEE $TXN

$1.5B

138 positions

#2Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$AMGN $NEE $PFE $PEP $PLD $APH

$513M

70 positions

#3Socorro Asset Management LPActive

Notable overlap · 5 shared positions

$NEE $OKE $PFE $TXN $PLD

$223M

33 positions

#4Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$AMGN $OKE $NEE $PFE $PSX

$229M

166 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$AMGN $PEP $TXN $CCZ $NEE

$1.2B

106 positions

#6DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$TXN $NEE $AMGN $OKE $KLAC $CASY

$517M

137 positions

#7Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$NEE $AMGN $PFE $PEP $ACN $AJG

$181M

50 positions

#8First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$TXN $NEE $PSX $AMGN $BX $PFE

$529M

75 positions

#9AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$NEE $TXN $MRSH $AMGN $APH $NOW

$1.6B

118 positions

#10EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$NEE $PFE $TXN $CCZ $AMGN $PEP

$1.3B

58 positions

#11Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$AMGN $TXN $PEP $PFE $PSX

$272M

72 positions

#12OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$AMGN $NEE $PEP $PSX

$183M

31 positions

#13JLB & ASSOCIATES INCPassive

Notable overlap · 7 shared positions

$AMGN $CASY $KLAC $APH $PEP $MRSH

$748M

68 positions

#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$BX $PSX $PEP $AMGN

$201M

57 positions

#15Grange Capital, LLCPassive

Notable overlap · 3 shared positions

$CEG $KKR $BX

$108M

54 positions

#16ARWA LLCPassive

Notable overlap · 6 shared positions

$AMGN $PLD $MRSH $CASY $NEE $APH

$241M

139 positions

#17Nova R Wealth, Inc.Active

Notable overlap · 5 shared positions

$AMGN $TXN $NEE $APH $ORLY

$343M

86 positions

#18Railway Pension Investments LtdActive

Notable overlap · 5 shared positions

$TXN $NEE $CEG $KLAC $APH

$8.0B

102 positions

#19Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$NEE $PFE $PEP $ACN $AMGN

$227M

73 positions

#20Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$PSX $PEP $TXN $ACN

$465M

29 positions

#21Kamunting Street Capital Management, L.P.Active

Notable overlap · 3 shared positions

$CEG $BX $ACN

$179M

25 positions

#22Iyo Bank, Ltd.Active

Notable overlap · 5 shared positions

$TXN $PLD $NEE $KLAC $NOW

$329M

32 positions

#23OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 5 shared positions

$AMGN $PEP $NEE $BX $ACN

$329M

323 positions

#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TXN $NEE $PEP $ACN $APH $VEEV

$499M

73 positions

#25Welch Group, LLCPassive

Notable overlap · 5 shared positions

$TXN $NEE $PFE $PEP $AJG

$2.9B

326 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.