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Hedge Funds Similar to SCHMIDT P J INVESTMENT

13F Portfolio OverlapQ1 2026SCHMIDT P J INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

SCHMIDT P J INVESTMENT MANAGEMENT INC is an institutional investor managing $595M across 212 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SCHMIDT P J INVESTMENT are Midway Research &, Stokes Advisors,, Phoenix Wealth Advisors, with shared positions in $NEE, $ADI, $MCD, $SYK, $ITW, $UNP. The full ranking of 25 similar funds is below.

#1Midway Capital Research & ManagementPassive
Notable overlap · 5 shared positions
$NEE$ADI$MCD$SYK$ITW
$106M
117 positions
#2Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$NEE$MCD$SYK$UNP$HON$ABT
$446M
104 positions
#3Phoenix Wealth AdvisorsActive
Notable overlap · 4 shared positions
$SE$ADI$UNP$NEE
$253M
126 positions
#4Somerset Trust CoPassive
Some overlap · 5 shared positions
$NEE$ADI$MCD$ITW$ABT
$326M
174 positions
#5Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$ADI$NEE$UNP$SYK$ICE$ABT
$581M
245 positions
#6JGP Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ADI$NEE$GWW$ICE$ITW$ABT
$961M
223 positions
#7BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$ADI$MCD$SYK$HON$ABT
$134M
211 positions
#8Argo Wealth Advisory, LLCActive
Some overlap · 6 shared positions
$NEE$SYK$HON$UNH$ITW$AMT
$170M
48 positions
#9Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$SE$ADI$UNP$MCD$ITW
$337M
109 positions
#10Borer Denton & Associates, Inc.Active
Some overlap · 7 shared positions
$UNP$ADI$MCD$HON$ITW$ABT
$280M
66 positions
#11Tandem Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$NEE$SYK$MCD$ICE$ABT
$2.0B
83 positions
#12Paradiem, LLCPassive
Some overlap · 4 shared positions
$NEE$ADI$SYK$ABT
$454M
70 positions
#13Boit C F DavidPassive
Some overlap · 6 shared positions
$MCD$ADI$SYK$ABT$UNP$AMT
$225M
117 positions
#14LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$MCD$NEE$SYK$HON$ITW$ABT
$533M
126 positions
#15PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$NEE$MCD$HON$UNH$ITW$ABT
$412M
83 positions
#16Cornerstone National Bank & Trust CoPassive
Some overlap · 3 shared positions
$SE$ADI$ICE
$271M
209 positions
#17WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$NEE$SYK$HON$ICE$ABT
$2.1B
122 positions
#18BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$ADI$SYK$MCD$ITW$ABT
$321M
110 positions
#19CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$SE$MCD$NEE
$971M
146 positions
#20CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$ADI$MCD$HON$UNH$AMT
$5.0B
55 positions
#21HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$NEE$MCD$HON$UNP$ICE$SYK
$1.5B
477 positions
#22CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$ADI$MCD$UNH$HON$ABT
$6.6B
63 positions
#23FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 7 shared positions
$MCD$NEE$ICE$ITW$UNH$UNP
$1.1B
175 positions
#24LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$MCD$SYK$UNP$ITW$ABT
$260M
101 positions
#25Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 6 shared positions
$ADI$NEE$UNH$MCD$ABT$AMT
$412M
46 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.