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 SCHULHOFF &

13F Portfolio OverlapQ1 2026SCHULHOFF & portfolio →

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Most similar hedge funds by 13F overlap

SCHULHOFF & CO INC is an institutional investor managing $243M across 133 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 SCHULHOFF & are Rayburn West Financial Services, Center for Wealth Advisory, MORGAN DEMPSEY, with shared positions in $LMT, $GD, $IBM, $PNC, $ABT, $VZ. The full ranking of 25 similar funds is below.

#1Rayburn West Financial Services LLCActive

Notable overlap · 11 shared positions

$LMT $GD $IBM $PNC $ABT $VZ

$170M

82 positions

#2Center for Wealth Management AdvisoryActive

Notable overlap · 9 shared positions

$LMT $KO $USB $GD $ACN $ABT

$139M

62 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$LMT $KO $GD $IBM $VZ $T

$220M

148 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$USB $KO $GD $LMT $ACN $ABT

$1.4B

56 positions

#5Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$GD $USB $LMT $EMR $IBM $KO

$245M

98 positions

#6LYNCH & ASSOCIATES/INActive

Notable overlap · 10 shared positions

$LMT $KO $EMR $IBM $ABT $HON

$533M

126 positions

#7Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$LMT $KO $EMR $IBM $ABT $WM

$353M

78 positions

#8BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$KO $USB $LMT $IBM $ABT $VZ

$199M

110 positions

#9Signet Investment Advisory Group, Inc.Active

Notable overlap · 8 shared positions

$KO $USB $LMT $ACN $NOC $WM

$218M

69 positions

#10Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$KO $CINF $GD $EMR $IBM $ABT

$245M

83 positions

#11Welch Group, LLCPassive

Notable overlap · 7 shared positions

$LMT $CINF $EMR $IBM $VZ $KO

$2.7B

310 positions

#12BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 9 shared positions

$LMT $EMR $ABT $PNC $WM $MDLZ

$2.3B

264 positions

#13O'Domhnaill Enterprises, Inc.Active

Notable overlap · 8 shared positions

$KO $LMT $GD $NOC $IBM $WM

$124M

55 positions

#14Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$KO $LMT $NOC $IBM $ABT $HON

$446M

104 positions

#15Miramar Capital, LLCActive

Notable overlap · 6 shared positions

$LMT $GD $ABT $VZ $WM $MCD

$449M

56 positions

#16SageGuard Financial Group, LLCPassive

Notable overlap · 7 shared positions

$KO $LMT $IBM $T $WM $GE

$646M

196 positions

#17Atlas Wealth LLCPassive

Notable overlap · 7 shared positions

$LMT $IBM $PNC $WM $MCD $BAC

$334M

115 positions

#18RBO & CO LLCActive

Notable overlap · 7 shared positions

$KO $LMT $ABT $WM $MDLZ $MCD

$620M

57 positions

#19MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 9 shared positions

$GD $EMR $USB $VZ $WM $T

$246M

145 positions

#20HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$KO $LMT $PNC $VZ $HON $IBM

$351M

81 positions

#21Werlinich Asset Management, LLCActive

Notable overlap · 6 shared positions

$LMT $NOC $ABT $GD $WM $HON

$206M

56 positions

#22BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 8 shared positions

$KO $IBM $ABT $GD $HON $NOC

$134M

211 positions

#23MONARCH CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$KO $USB $EMR $CINF $ABT $ACN

$409M

127 positions

#24Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$LMT $KO $EMR $WM $T $MDLZ

$1.4B

52 positions

#25Bedell Frazier Investment Counselling, LLCActive

Notable overlap · 6 shared positions

$LMT $KO $IBM $VZ $MCD $BAC

$495M

128 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.