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 Yoffe Investment

13F Portfolio OverlapQ2 2026Yoffe Investment portfolio →

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Most similar hedge funds by 13F overlap

Yoffe Investment Management, LLC is an institutional investor managing $87M across 113 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 Yoffe Investment are Greystone Financial Group, Walsky Investment, Vertrix Wealth, with shared positions in $BNY, $SNPS, $SPG, $MCD, $AMGN, $HON. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$BNY $SNPS $SPG $MCD $AMGN $HON

$358M

74 positions

#2Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$BNY $MCD $UNP $HON $HONA $CSX

$108M

52 positions

#3Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$BNY $AXP $SPG $MCD $AMGN $HON

$297M

103 positions

#4Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$CSX $HON $HONA $MCD $AXP $AMGN

$227M

73 positions

#5HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$BNY $MCD $UNP $HON $HONA $AMGN

$363M

92 positions

#6LEVIN CAPITAL STRATEGIES, L.P.Passive

Notable overlap · 7 shared positions

$BNY $UNP $VZ $HON $HONA $BA

$1.5B

262 positions

#7DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$CSX $AXP $PM $MCD $BA $VZ

$253M

38 positions

#8ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Notable overlap · 8 shared positions

$AXP $TRV $MCD $BA $AMGN $HON

$177M

158 positions

#9First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$PM $HON $HONA $MCD $UNP $AMGN

$529M

75 positions

#10BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$TRV $PM $VZ $MCD $AXP $AMGN

$515M

142 positions

#11Kinsale Capital Group, Inc.Active

Notable overlap · 5 shared positions

$BNY $SNPS $PM $MCD $AMGN

$754M

41 positions

#12AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$BNY $TRV $PM $AFL $C

$745M

184 positions

#13FARMERS TRUST CO

Notable overlap · 7 shared positions

$HON $MCD $PM $VZ $UNP $MMM

$637M

203 positions

#14Foyston, Gordon, & Payne IncPassive

Notable overlap · 5 shared positions

$AXP $PM $HON $HONA $UNP

$468M

68 positions

#15R.H. Investment Group, LLCActive

Notable overlap · 6 shared positions

$TRV $PM $MCD $UNP $AMGN $VZ

$133M

47 positions

#16InvesTrustPassive

Notable overlap · 7 shared positions

$PM $MCD $VZ $GSK $MMM $AXP

$260M

95 positions

#17Gen-Wealth Partners IncPassive

Notable overlap · 8 shared positions

$AXP $VZ $MCD $TRV $MMM $AMGN

$360M

722 positions

#18Stockman Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$AXP $GSK $MCD $VZ $HON $HONA

$968M

178 positions

#19Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$AXP $UNP $MCD $CSX $SPG $HON

$113M

58 positions

#20Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$UNP $HON $HONA $VZ $BNY $C

$739M

344 positions

#21CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$BNY $SPG $MCD $VZ $HON

$1.6B

85 positions

#22KITCHING PARTNERS, LLCActive

Some overlap · 4 shared positions

$CSX $SNPS $AXP $PM

$116M

40 positions

#23Midwest Financial Partners Investments, Inc.Active

Some overlap · 6 shared positions

$HON $HONA $AXP $MMM $BA $AMGN

$241M

80 positions

#24JACOBS & CO/CAPassive

Some overlap · 7 shared positions

$UNP $HON $SNPS $AMGN $MCD $HONA

$1.2B

134 positions

#25CONNING INC.Passive

Some overlap · 6 shared positions

$TRV $BNY $MCD $UNP $AFL $AMGN

$3.3B

327 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.