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 VIKING FUND

13F Portfolio OverlapQ3 2026VIKING FUND portfolio →

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Most similar hedge funds by 13F overlap

VIKING FUND MANAGEMENT LLC is an institutional investor managing $1.1B across 141 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 VIKING FUND are Harrison Street Private Wealth, Principal Street Partners, Optimist Retirement Group, with shared positions in $TRP, $WMB, $NEE, $ETR, $XEL, $LNG. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive

Notable overlap · 6 shared positions

$TRP $WMB $NEE $ETR $XEL $LNG

$73M

21 positions

#2Principal Street Partners, LLCPassive

Notable overlap · 8 shared positions

$HPE $MS $ETR $FITB $BMY $XEL

$683M

277 positions

#3Optimist Retirement Group LLCActive

Notable overlap · 9 shared positions

$KMB $BMY $PEP $VZ $MO $BTI

$259M

118 positions

#4Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$NEE $MS $GPC $MO $BTI $C

$10.2B

208 positions

#5REAVES W H & CO INCActive

Notable overlap · 6 shared positions

$GLW $WMB $ETR $NEE $XEL $LNG

$6.6B

94 positions

#6P.A.W. CAPITAL CORPPassive

Notable overlap · 8 shared positions

$MS $BMY $PEP $VZ $PFH $MO

$133M

66 positions

#7CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$HPE $GLW $BMY $KMB $GPC $FITB

$3.3B

229 positions

#8Capital Innovations LLCActive

Notable overlap · 6 shared positions

$TRP $WMB $NEE $ETR $LNG $XEL

$385M

51 positions

#9GQG Partners LLCActive

Notable overlap · 8 shared positions

$TRP $XEL $VZ $MO $BTI $T

$53.8B

102 positions

#10Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$NEE $PEP $DELL $VZ $PFH $MO

$1.5B

139 positions

#11Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$BMY $NEE $HPE $PSX $C $VZ

$116M

172 positions

#12CapWealth Advisors, LLCActive

Notable overlap · 5 shared positions

$GLW $WMB $NEE $PEP $T

$1.3B

122 positions

#13Electron Capital Partners, LLCActive

Notable overlap · 5 shared positions

$WMB $NEE $ETR $XEL $GLW

$2.5B

46 positions

#14OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$XEL $PEP $KMB $BMY $GPC $MKC

$2.2B

70 positions

#15HF Advisory Group, LLCPassive

Notable overlap · 7 shared positions

$TRP $PEP $VZ $MO $BTI $SHEL

$336M

174 positions

#16Martin Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$ETR $PEP $VZ $MKC $PSX $NVO

$279M

73 positions

#17MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$TRP $ETR $WMB $VZ $PSX $C

$3.7B

159 positions

#18Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 6 shared positions

$GLW $ETR $BMY $VZ $T $NEE

$327M

94 positions

#19SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$NEE $PEP $KMB $MKC $VZ $QCOM

$208M

56 positions

#20Ausbil Investment Management LtdPassive

Notable overlap · 5 shared positions

$WMB $NEE $ETR $XEL $LNG

$199M

66 positions

#21TKG Advisors, LLCPassive

Notable overlap · 6 shared positions

$ETR $HPE $PEP $WMB $DELL $C

$288M

94 positions

#22LAWOOD & COPassive

Notable overlap · 5 shared positions

$GLW $NEE $MS $VZ $QCOM

$145M

94 positions

#23McKinney Capital Management, LLCActive

Notable overlap · 8 shared positions

$DELL $HPE $MO $GPC $PFH $BMY

$254M

87 positions

#24FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 7 shared positions

$NEE $MO $VZ $QCOM $WMB $T

$1.7B

256 positions

#25Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$NEE $MS $PEP $VZ $MO $QCOM

$221M

41 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.