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 VILLERE ST DENIS J

13F Portfolio OverlapQ2 2026VILLERE ST DENIS J portfolio →

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Most similar hedge funds by 13F overlap

VILLERE ST DENIS J & CO LLC is an institutional investor managing $838M across 85 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 VILLERE ST DENIS J are Center for Wealth Advisory, Hamrick Investment Counsel, Tandem Investment Advisors, with shared positions in $LMT, $VZ, $PEP, $ABT, $MDLZ, $UPS. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$LMT $VZ $PEP $ABT $MDLZ $UPS

$159M

62 positions

#2Hamrick Investment Counsel, llcPassive

Notable overlap · 7 shared positions

$SYK $CL $UPS $PFE $VZ $KVUE

$151M

184 positions

#3Tandem Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$SYK $ABT $ROP $RSG $PEP $IDXX

$1.5B

68 positions

#4BCWM, LLCPassive

Notable overlap · 5 shared positions

$LMT $VZ $PEP $UPS $PFE

$342M

57 positions

#5Chicago Capital, LLCActive

Notable overlap · 5 shared positions

$LGND $UBER $PGR $SYK $IDXX

$4.2B

361 positions

#6Canal Insurance COActive

Notable overlap · 5 shared positions

$LMT $FCX $ABT $VZ $PFE

$456M

76 positions

#7Miller Financial Services LLCPassive

Notable overlap · 7 shared positions

$CL $PEP $UPS $UBER $VZ $ABT

$124M

142 positions

#8WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 4 shared positions

$LMT $SYK $PGR $ABT

$2.1B

131 positions

#9Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$LMT $VZ $PEP $MDLZ $PFE

$199M

38 positions

#10M. Kraus & CoPassive

Notable overlap · 6 shared positions

$MCHP $PEP $ABT $MDLZ $RSG $VZ

$377M

86 positions

#11Ilex Capital Partners (UK) LLPActive

Notable overlap · 5 shared positions

$SYK $ONON $ABT $MDLZ $CL

$4.9B

147 positions

#12RBO & CO LLCActive

Notable overlap · 6 shared positions

$ABT $PEP $MDLZ $LMT $KVUE $PFE

$628M

56 positions

#13CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$LMT $PGR $CL $MDLZ $SYK

$6.4B

290 positions

#14Econ Financial Services CorpPassive

Notable overlap · 5 shared positions

$CL $VZ $UBER $UPS $PFE

$214M

72 positions

#15FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $MCHP $PGR $STE $RSG

$4.8B

92 positions

#16Miramar Capital, LLCPassive

Notable overlap · 4 shared positions

$LMT $ABT $VZ $PEP

$455M

57 positions

#17Welch Group, LLCPassive

Notable overlap · 5 shared positions

$LMT $CL $VZ $PEP $PFE

$2.9B

326 positions

#18PRENTISS SMITH & CO INCActive

Notable overlap · 5 shared positions

$ONON $PGR $ABT $SYK $UBER

$182M

67 positions

#19Stockman Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$PEP $LMT $UPS $PFE $VZ

$968M

178 positions

#20Rempart Asset Management Inc.Active

Notable overlap · 4 shared positions

$SYK $CL $ROP $VZ

$488M

36 positions

#21Marble Harbor Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$IDXX $ABT $PGR $PEP $PFE $SYK

$984M

200 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$LMT $VZ $PEP $UPS

$233M

122 positions

#23Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$LMT $UPS $PEP $ABT $VZ $PFE

$181M

81 positions

#24Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$SYK $LMT $UPS $MDLZ $PEP

$1.3B

54 positions

#25Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$SYK $LMT $PEP $PFE

$181M

50 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.