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 SMITH CHAS P & ASSOCIATES PA CPAS

13F Portfolio OverlapQ1 2026SMITH CHAS P & ASSOCIATES PA CPAS portfolio →

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Most similar hedge funds by 13F overlap

SMITH CHAS P & ASSOCIATES PA CPAS is an institutional investor managing $1.8B across 176 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 SMITH CHAS P & ASSOCIATES PA CPAS are Eliot Finkel Investment Counsel,, HAMEL ASSOCIATES,, Integras Partners, with shared positions in $MCD, $LMT, $GD, $AMGN, $APD, $ITW. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$MCD $LMT $GD $AMGN $APD $ITW

$184M

32 positions

#2HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$CB $AMGN $MCD $ITW $LMT $UNP

$351M

81 positions

#3Integras Partners LLCPassive

Notable overlap · 7 shared positions

$LMT $MCD $AMGN $ITW $ACN $MS

$152M

69 positions

#4BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 7 shared positions

$APD $GD $ITW $ADP $ACN $AMGN

$222M

34 positions

#5Willis Investment CounselActive

Notable overlap · 6 shared positions

$LMT $CB $ACN $ADP $MCD $GD

$1.8B

123 positions

#6LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 7 shared positions

$MCD $ACN $AMGN $UNP $ADP $CB

$260M

101 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$GD $UNH $LMT $UNP $MS $AMGN

$1.4B

56 positions

#8Somerset Trust CoPassive

Notable overlap · 8 shared positions

$AMGN $MCD $ITW $GD $CB $ADP

$326M

174 positions

#9BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$CB $AMGN $GD $ITW $ACN $APD

$321M

110 positions

#10Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

$LMT $AMGN $ITW $ADP $UNH $ACN

$170M

48 positions

#11Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$GD $AMGN $LMT $ACN $ITW $ADP

$105M

62 positions

#12Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$GD $MCD $AMGN $LMT $APD $ADP

$245M

98 positions

#13R.H. Investment Group, LLCPassive

Notable overlap · 6 shared positions

$MCD $AMGN $UNH $UNP $ADP $BRZE

$130M

45 positions

#14Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$LMT $MCD $GD $UNP $MDY

$449M

56 positions

#15Palisade Asset Management, LLCActive

Notable overlap · 6 shared positions

$AMGN $UNH $MCD $GD $ADP $ACN

$996M

195 positions

#16Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$MCD $CB $LMT $UNP $MS $NEE

$446M

104 positions

#17Flavin Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$LMT $UNH $MCD $AMGN $MS $COF

$149M

72 positions

#18Focused Investors LLCActive

Notable overlap · 4 shared positions

$LMT $MCD $UNH $MS

$3.1B

22 positions

#19Stillwater Wealth Management GroupPassive

Notable overlap · 7 shared positions

$MCD $LMT $AMGN $CB $MS $AGQ

$162M

77 positions

#20Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$MCD $APD $UNP $AMGN $ADP $NEE

$98M

50 positions

#21Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$LMT $UNH $GD $ADP $ACN $MS

$139M

62 positions

#22U S WEALTH GROUP, LLC.

Notable overlap · 5 shared positions

$LMT $AMGN $UNH $MCD $APD

$152M

43 positions

#23ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 5 shared positions

$MCD $CB $GD $ADP $APD

$1.7B

86 positions

#24Boit C F DavidPassive

Notable overlap · 6 shared positions

$MCD $CB $ADP $LMT $AMGN $UNP

$225M

117 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$LMT $GD $MCD $UNP

$220M

148 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.