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 Werlinich Asset

13F Portfolio OverlapQ3 2026Werlinich Asset portfolio →

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Most similar hedge funds by 13F overlap

Werlinich Asset Management, LLC is an institutional investor managing $258M across 57 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 Werlinich Asset are UNITED BANK, HARTLINE INVESTMENT, Wealth Advisors of Tampa Bay, with shared positions in $GLW, $HUBB, $IRM, $LMT, $GD, $WM. The full ranking of 25 similar funds is below.

#1UNITED BANKActive

Notable overlap · 7 shared positions

$GLW $HUBB $IRM $LMT $GD $WM

$853M

130 positions

#2HARTLINE INVESTMENT CORP/Active

Notable overlap · 5 shared positions

$GLW $DELL $VRT $MS $UNP

$1.1B

115 positions

#3Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 6 shared positions

$GLW $LMT $BX $GD $WM $PFE

$327M

94 positions

#4FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 6 shared positions

$GLW $IRM $NOC $CRWD $VRT $ASML

$202M

327 positions

#5REX Advisers, LLCPassive

Notable overlap · 3 shared positions

$GLW $DELL $VRT

$21M

41 positions

#6Hudson Value Partners, LLCPassive

Notable overlap · 4 shared positions

$GLW $DELL $ASML $CRWD

$399M

113 positions

#7VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 6 shared positions

$DELL $GLW $HUBB $MS $PFE $HON

$1.8B

345 positions

#8Karras Company, Inc.Active

Notable overlap · 5 shared positions

$GLW $ASML $LMT $DELL $UNP

$109M

65 positions

#9Founders Capital ManagementActive

Notable overlap · 3 shared positions

$GLW $LMT $NOC

$220M

67 positions

#10TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 6 shared positions

$GLW $IRM $ADP $NOC $WM $BX

$1.3B

220 positions

#11Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$GLW $DELL $VRT $ASML

$334M

81 positions

#12BCWM, LLCPassive

Notable overlap · 6 shared positions

$UNP $LMT $SRE $NOC $PFE $DLR

$342M

57 positions

#13VALICENTI ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$GLW $ASML $NOC $UNP

$531M

81 positions

#14Retireful, LLCPassive

Notable overlap · 5 shared positions

$GLW $DELL $VRT $ANET $CRWD

$116M

86 positions

#15Randolph Co IncActive

Notable overlap · 5 shared positions

$GLW $BX $GD $HON $HONA

$1.2B

47 positions

#16Abbot Financial Management, Inc.Passive

Notable overlap · 5 shared positions

$GLW $BX $MS $LMT $IRM

$293M

141 positions

#17NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$GLW $UNP $VRT $GD $HON

$464M

162 positions

#18Steadtrust LLCPassive

Notable overlap · 3 shared positions

$GLW $DELL $BX

$198M

132 positions

#19CONSOLIDATED CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$GLW $LMT $ASML $DLR $UNP

$364M

73 positions

#20Tufton Capital ManagementPassive

Notable overlap · 4 shared positions

$GLW $LMT $ADP $DLR

$583M

131 positions

#21Parkside Investments, LLCActive

Notable overlap · 3 shared positions

$GLW $UNP $BX

$879M

95 positions

#22Cornerstone Capital, Inc.Active

Notable overlap · 4 shared positions

$GLW $VRT $PFE $CRWD

$1.1B

120 positions

#23Titan Investment Management LLCActive

Notable overlap · 5 shared positions

$DELL $LMT $VRT $MS $ANET

$137M

40 positions

#24Canal Insurance COActive

Notable overlap · 5 shared positions

$DELL $LMT $NOC $PFE $GD

$426M

73 positions

#25O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 4 shared positions

$GLW $UNP $PFE $LMT

$489M

81 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.