What hedge funds are most similar to LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA?

The funds with the most similar 13F portfolios to LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA are Stonebridge Financial Group, BRADY FAMILY WEALTH, Somerset, based on overlapping conviction holdings in the latest SEC filings.

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 LEDERER & ASSOCIATES INVESTMENT COUNSEL

13F Portfolio OverlapQ2 2026LEDERER & ASSOCIATES INVESTMENT COUNSEL portfolio →

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Most similar hedge funds by 13F overlap

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA is an institutional investor managing $152M across 84 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 LEDERER & ASSOCIATES INVESTMENT COUNSEL are Stonebridge Financial Group, BRADY FAMILY WEALTH, Somerset, with shared positions in $GLW, $LIN, $NEE, $CB, $AMGN, $MCD. The full ranking of 25 similar funds is below.

#1Stonebridge Financial Group, LLCPassive

Notable overlap · 9 shared positions

$GLW $LIN $NEE $CB $AMGN $MCD

$1.3B

275 positions

#2BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$BLK $CB $AMGN $SYK $ADP $MCD

$346M

113 positions

#3Somerset Trust CoPassive

Notable overlap · 7 shared positions

$NEE $LIN $CB $BLK $ADP $AMGN

$354M

186 positions

#4JACOBS & CO/CAPassive

Notable overlap · 9 shared positions

$AMGN $UNP $CRWD $SCHW $MCD $GLW

$1.2B

134 positions

#5Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$CB $NEE $LIN $UNP $SYK $MCD

$467M

118 positions

#6Boit C F DavidPassive

Notable overlap · 8 shared positions

$ADP $GLW $CB $SYK $MCD $UNP

$238M

85 positions

#7TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 6 shared positions

$GLW $BLK $CB $WM $AMGN $ADP

$1.3B

226 positions

#8Marietta Wealth Management, LLCActive

Notable overlap · 7 shared positions

$GLW $LIN $BLK $NEE $WM $UBER

$971M

133 positions

#9CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$ADP $CB $NEE $LIN $SPGI $MCD

$767M

184 positions

#10CONNING INC.Passive

Notable overlap · 7 shared positions

$GLW $AMGN $ADP $BLK $UNP $MCD

$3.3B

327 positions

#11Cushing Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$ADP $NEE $LIN $CB $MCD $SPGI

$145M

99 positions

#12BKM Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$BLK $LIN $AMGN $NEE $SPGI $CB

$282M

148 positions

#13HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$ADP $NEE $WM $AMGN $UNP $SCHW

$410M

53 positions

#14First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$BLK $NEE $WM $AMGN $UNP $MCD

$529M

75 positions

#15BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$BLK $NEE $LIN $UNP $SPGI $SCHW

$499M

73 positions

#16Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$GLW $NEE $ADP $AMGN $WM $UNP

$239M

126 positions

#17RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 7 shared positions

$BLK $NEE $CRWD $MCD $WM $SYK

$794M

188 positions

#18MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$LIN $CB $NEE $ADP $BLK $AMGN

$857M

166 positions

#19Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$ADP $NEE $LIN $AMGN $SYK $BA

$1.0B

765 positions

#20Ark Wealth Advisors LLCPassive

Notable overlap · 6 shared positions

$CB $NEE $LIN $WM $SCHW $MCD

$113M

87 positions

#21HARBOUR INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$NEE $ADP $BLK $WM $SYK $SBUX

$194M

108 positions

#22LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$ADP $CB $AMGN $UNP $SYK $MCD

$273M

104 positions

#23Kesler, Norman & Wride, LLCPassive

Notable overlap · 6 shared positions

$CB $BLK $NEE $AMGN $UNP $SYK

$631M

271 positions

#24MeadowBrook Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$ADP $LIN $BLK $SYK $BA $SBUX

$126M

196 positions

#25Wilian Securities, LLCPassive

Notable overlap · 7 shared positions

$NEE $LIN $SYK $SPGI $CRWD $SCHW

$169M

89 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.