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 CITY /FL

13F Portfolio OverlapQ1 2026CITY /FL portfolio →

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Most similar hedge funds by 13F overlap

CAPITAL CITY TRUST CO/FL is an institutional investor managing $437M across 114 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 CITY /FL are PFW Advisors, CULLINAN ASSOCIATES, Meadow Creek Wealth Advisors, with shared positions in $KO, $NEE, $MCD, $GD, $LMT, $AFL. The full ranking of 25 similar funds is below.

#1PFW Advisors LLCActive

Notable overlap · 4 shared positions

$KO $NEE $MCD $GD

$318M

118 positions

#2CULLINAN ASSOCIATES INCActive

Notable overlap · 4 shared positions

$KO $LMT $AFL $MCD

$1.2B

207 positions

#3Meadow Creek Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$KO $ETN $MCD $MPC $UNP

$155M

135 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$KO $NEE $UNP $CL $LMT $TJX

$446M

104 positions

#5NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$GD $NEE $CL $ANET $KO $UNP

$367M

141 positions

#6Financial Harvest, LLCActive

Notable overlap · 4 shared positions

$KO $LMT $AFL $MCD

$170M

57 positions

#7RFP Financial Group LLCActive

Notable overlap · 3 shared positions

$KO $LMT $DHR

$184M

62 positions

#8Kentucky Farm Bureau Mutual Insurance CoActive

Notable overlap · 8 shared positions

$UNP $NEE $MPC $TMO $LMT $AEP

$329M

65 positions

#9Constitution Capital LLCActive

Notable overlap · 7 shared positions

$KO $NEE $AEP $UNP $MCD $LMT

$200M

61 positions

#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$KO $GD $UNP $LMT $MCD

$220M

148 positions

#11Guinness Asset Management LTDActive

Some overlap · 6 shared positions

$KO $ETN $ROP $TMO $AFL $DHR

$5.8B

143 positions

#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$NEE $TMO $UNP $ANET $CL $TJX

$506M

75 positions

#13EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$GD $KO $NEE $UNP $LMT

$1.4B

56 positions

#14BAHL & GAYNOR INCActive

Some overlap · 7 shared positions

$TRV $NEE $LMT $GD $TJX $ETN

$19.8B

327 positions

#15Stack Financial Management, IncActive

Some overlap · 6 shared positions

$KO $NEE $AEP $LMT $LH $DHR

$1.4B

52 positions

#16GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 5 shared positions

$KO $MPC $TRV $GD $AFL

$854M

145 positions

#17Kinloch Capital, LLCPassive

Some overlap · 5 shared positions

$KO $GD $NEE $AFL $MCD

$245M

83 positions

#18Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$GD $TRV $LMT $KO $AFL $MCD

$245M

98 positions

#19FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 4 shared positions

$KO $NEE $AEP $MCD

$1.5B

235 positions

#20STANSBERRY ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$KO $GD $TRV $DHR

$973M

141 positions

#21Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$GD $MPC $NEE $LMT $AFL

$105M

62 positions

#22FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$KO $NEE $UNP $TJX $ANET $ETN

$1.2B

150 positions

#23FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$KO $NEE $AEP $LMT $ETN $MCD

$5.0B

201 positions

#24ZWJ INVESTMENT COUNSEL INCPassive

Some overlap · 4 shared positions

$KO $AEP $TMO $ROP

$2.8B

241 positions

#25SageGuard Financial Group, LLCPassive

Some overlap · 5 shared positions

$KO $CL $TMO $LMT $MCD

$646M

196 positions

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View CITY /FL’s holdings

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.