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 Victrix Investment Advisors

13F Portfolio OverlapQ3 2026Victrix Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Victrix Investment Advisors is an institutional investor managing $246M across 74 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Victrix Investment Advisors are WOODLEY FARRA MANION PORTFOLIO, Investment Research & Advisory Group, Allied Investment Advisors, with shared positions in $LMT, $ASML, $CB, $DIS, $NEE, $SCHW. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$LMT $ASML $CB $DIS $NEE

$2.1B

131 positions

#2Investment Research & Advisory Group, Inc.Active

Notable overlap · 5 shared positions

$ASML $CB $SCHW $BA $LMT

$337M

333 positions

#3Allied Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$MMM $LMT $BA $TGT $SHEL

$1.1B

112 positions

#4DMKC Advisory Services, LLCActive

Some overlap · 5 shared positions

$MMM $BA $LMT $TGT $SHEL

$530M

92 positions

#5EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$TXN $SCHW $LMT $NEE $DUK $TGT

$1.3B

58 positions

#6BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 5 shared positions

$LMT $MMM $BA $DUK $TXN

$263M

90 positions

#7LYNCH & ASSOCIATES/INPassive

Some overlap · 6 shared positions

$LMT $TXN $NEE $BA $MMM $DUK

$699M

128 positions

#8Bedell Frazier Investment Counselling, LLC

Some overlap · 5 shared positions

$LMT $REGN $DIS $BA $SCHW

$495M

128 positions

#9CONSOLIDATED CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$LMT $MMM $ASML

$364M

73 positions

#10Willis Investment CounselActive

Some overlap · 4 shared positions

$LMT $TXN $CB $MMM

$2.0B

128 positions

#11Themes Management Co LLCPassive

Some overlap · 5 shared positions

$LMT $BA $DUK $SNOW $LHX

$151M

120 positions

#12FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$LMT $CB $SCHW $NEE

$377M

75 positions

#13Corundum Group, Inc.Active

Some overlap · 4 shared positions

$LMT $MMM $DUK $BA

$337M

112 positions

#14Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$TXN $LMT $DIS $NEE $TGT $ASML

$158M

78 positions

#15ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 4 shared positions

$ASML $TXN $CB $DIS

$2.0B

91 positions

#16ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$CB $SCHW $TXN $DUK $TGT

$646M

122 positions

#17First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$LMT $TXN $DIS $NEE

$529M

75 positions

#18Allen Investment Management, LLCActive

Some overlap · 4 shared positions

$BA $ASML $SCHW $SNOW

$8.4B

227 positions

#19ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Some overlap · 5 shared positions

$TXN $LMT $NEE $DUK $TGT

$194M

122 positions

#20Legal Advantage Investments, Inc.Active

Some overlap · 4 shared positions

$ASML $SCHW $BA $DIS

$468M

83 positions

#21Glass Wealth Management Co LLCPassive

Some overlap · 5 shared positions

$ASML $LMT $TXN $SHEL $LHX

$299M

69 positions

#22BOWEN HANES & CO INCActive

Some overlap · 4 shared positions

$TXN $SCHW $ASML $BA

$4.1B

151 positions

#23Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$TXN $CB $LMT $NEE

$455M

118 positions

#24SlateStone Wealth, LLCPassive

Some overlap · 5 shared positions

$ASML $CB $NEE $LMT $LHX

$1.3B

296 positions

#25Spectrum Financial Alliance Ltd LLCActive

Some overlap · 3 shared positions

$LMT $BA $SCHW

$679M

31 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.