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 OF TOLEDO NA /OH/

13F Portfolio OverlapQ1 2026OF TOLEDO NA /OH/ portfolio →

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Most similar hedge funds by 13F overlap

TRUST CO OF TOLEDO NA /OH/ is an institutional investor managing $1.2B across 865 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 OF TOLEDO NA /OH/ are GRANITE ISLANDS PRIVATE WEALTH,, Fairfield Financial Advisors, LTD, Nikulski Financial,, with shared positions in $WT, $PANW, $DE, $MCD, $AMGN, $AMD. The full ranking of 25 similar funds is below.

#1GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Some overlap · 7 shared positions

$WT $PANW $DE $MCD $AMGN $AMD

$109M

70 positions

#2Fairfield Financial Advisors, LTDActive

Some overlap · 7 shared positions

$WELL $DE $PANW $MCK $AMGN $AMD

$290M

72 positions

#3Nikulski Financial, Inc.Passive

Some overlap · 5 shared positions

$WT $PANW $DE $MCD $LMT

$405M

175 positions

#4Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$MCD $AMGN $MCK $LOW $KO $LMT

$353M

78 positions

#5OMC Financial Services LTDActive

Some overlap · 7 shared positions

$PANW $MCD $AMGN $LOW $AMD $LMT

$258M

64 positions

#6Richwood Investment Advisors, LLCActive

Some overlap · 7 shared positions

$MCD $WELL $DE $AMGN $LOW $LMT

$130M

98 positions

#7Harbour Trust & Investment Management CoActive

Some overlap · 5 shared positions

$WELL $PANW $DE $MCD $LOW

$943M

155 positions

#8IAM Advisory, LLCActive

Some overlap · 6 shared positions

$WT $AMGN $MCK $AMD $LMT $PANW

$446M

95 positions

#9ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$WT $MCD $PANW $LOW $ABT $KO

$228M

90 positions

#10Westhampton Capital, LLCPassive

Some overlap · 6 shared positions

$PANW $DE $MCD $LOW $KO $LMT

$214M

129 positions

#11Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$DE $MCD $AMGN $KO $LMT $ABT

$170M

82 positions

#12Longbow Finance SAPassive

Some overlap · 5 shared positions

$WELL $PANW $MCD $MCK $KO

$552M

55 positions

#13United Asset Strategies, Inc.Passive

Some overlap · 5 shared positions

$WT $PANW $AMGN $MCK $LMT

$1.3B

257 positions

#14CULBERTSON A N & CO INCPassive

Some overlap · 5 shared positions

$WT $DE $MCD $MCK $ABT

$771M

132 positions

#15BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 6 shared positions

$DE $MCD $NSC $LOW $LMT $ABT

$2.3B

264 positions

#16BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$WT $NSC $LOW $KO $LMT $ABT

$199M

110 positions

#17Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MCD $AMGN $MCK $LOW $KO $LMT

$272M

95 positions

#18CANANDAIGUA NATIONAL CORPPassive

Some overlap · 6 shared positions

$WT $MCD $KO $LMT $NSC $ABT

$1.1B

310 positions

#19BURNS J W & CO INC/NYActive

Some overlap · 6 shared positions

$MCD $AMGN $DE $NSC $PANW $LOW

$873M

183 positions

#20TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 6 shared positions

$MCD $AMGN $MCK $LOW $KO $ABT

$911M

918 positions

#21CANANDAIGUA NATIONAL BANK & TRUST CO

Some overlap · 6 shared positions

$WT $MCD $KO $ABT $LMT $NSC

$1.1B

307 positions

#22Cypress Capital, LLCActive

Some overlap · 5 shared positions

$WT $AMGN $MCD $LOW $LMT

$351M

95 positions

#23CULLINAN ASSOCIATES INCActive

Some overlap · 6 shared positions

$MCD $DE $LOW $AMGN $KO $LMT

$1.2B

207 positions

#24MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 6 shared positions

$WT $AMGN $NSC $LOW $ABT $LMT

$240M

234 positions

#25Cornell Pochily Investment Advisors, Inc.Passive

Some overlap · 7 shared positions

$AMGN $LOW $PANW $DE $ABT $MCD

$340M

174 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.