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 WILSEY ASSET

13F Portfolio OverlapQ3 2026WILSEY ASSET portfolio →

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Most similar hedge funds by 13F overlap

WILSEY ASSET MANAGEMENT INC is an institutional investor managing $681M across 27 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 WILSEY ASSET are QSM Asset Ltd, Seven Springs Wealth Group, Disciplined Equity, with shared positions in $MHK, $ZBH, $PFE, $CAG, $VZ, $CI. The full ranking of 25 similar funds is below.

#1QSM Asset Management LtdActive

Substantial overlap · 4 shared positions

$MHK $ZBH $PFE $CAG

$193M

24 positions

#2Seven Springs Wealth Group, LLCActive

Notable overlap · 4 shared positions

$VZ $CI $WFC $QCOM

$458M

85 positions

#3Disciplined Equity Management, Inc.Smart money

Notable overlap · 3 shared positions

$VZ $CAG $PFE

$227M

47 positions

#4Ranmore Fund Management LtdActive

Notable overlap · 3 shared positions

$CI $INTU $TAP

$901M

26 positions

#5SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$PFE $GM $MHK $WFC $ZBH $QCOM

$3.2B

40 positions

#6Hillman Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$ZBH $PFE $CAG $VZ

$138M

54 positions

#7SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive

Notable overlap · 3 shared positions

$WFC $VZ $PFE

$816M

49 positions

#8BDF-GESTIONActive

Notable overlap · 4 shared positions

$SWK $CI $GM $ALL

$738M

145 positions

#9Rempart Asset Management Inc.Active

Notable overlap · 3 shared positions

$WFC $VZ $SWK

$488M

36 positions

#10EQUITY INVESTMENT CORPActive

Notable overlap · 3 shared positions

$VZ $ZBH $WFC

$5.2B

76 positions

#11CONTINENTAL ADVISORS LLCActive

Notable overlap · 3 shared positions

$PFE $WFC $ZBH

$233M

52 positions

#12GQG Partners LLCActive

Notable overlap · 3 shared positions

$CI $VZ $ALL

$53.8B

102 positions

#13Griffith & Werner, Inc.Passive

Notable overlap · 3 shared positions

$VZ $PFE $WFC

$213M

71 positions

#14F&V Capital Management, LLCPassive

Notable overlap · 3 shared positions

$ALL $CAG $VZ

$561M

60 positions

#15NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 4 shared positions

$WFC $VZ $CI $QCOM

$863M

131 positions

#16BCWM, LLCPassive

Some overlap · 3 shared positions

$SWK $PFE $VZ

$342M

57 positions

#17TT Capital Management LLCActive

Some overlap · 3 shared positions

$VICI $VZ $PFE

$137M

87 positions

#18Monte Financial Group, LLCPassive

Some overlap · 4 shared positions

$WFC $SWK $INTU $PFE

$312M

102 positions

#19Paradigm Capital Management, LLC/NVActive

Some overlap · 3 shared positions

$VZ $WFC $PFE

$116M

65 positions

#20Round Hill Asset ManagementActive

Some overlap · 3 shared positions

$PFE $ZBH $WFC

$159M

62 positions

#21Hudson Capital Management LLCPassive

Some overlap · 4 shared positions

$GM $WFC $CI $QCOM

$405M

78 positions

#22Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$PFE $CI $VZ $QCOM

$107M

88 positions

#23Robinson Value Management, Ltd.Passive

Some overlap · 3 shared positions

$WFC $INTU $QCOM

$183M

77 positions

#24Unifi Asset Management LPActive

Some overlap · 3 shared positions

$GM $VZ $CAG

$251M

62 positions

#25EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive

Some overlap · 3 shared positions

$ZBH $WFC $INTU

$842M

118 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.