What hedge funds are most similar to BONNESS ENTERPRISES INC?

The funds with the most similar 13F portfolios to BONNESS ENTERPRISES INC are WORMSER FRERES GESTION, GODSEY & GIBB,, Cohen ,, 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 BONNESS ENTERPRISES

13F Portfolio OverlapQ1 2026BONNESS ENTERPRISES portfolio →

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Most similar hedge funds by 13F overlap

BONNESS ENTERPRISES INC is an institutional investor managing $310M across 37 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 BONNESS ENTERPRISES are WORMSER FRERES GESTION, GODSEY & GIBB,, Cohen ,, with shared positions in $SYK, $EMR, $TMO, $ABT, $INTC, $GLW. The full ranking of 25 similar funds is below.

#1WORMSER FRERES GESTIONActive

Notable overlap · 5 shared positions

$SYK $EMR $TMO $ABT $INTC

$139M

42 positions

#2GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$GLW $IBM $SYK $T $UPS $KO

$1.1B

389 positions

#3Cohen Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$SYK $AMAT $IBM $TMO

$644M

154 positions

#4Pacific Capital Partners LtdPassive

Notable overlap · 3 shared positions

$PGR $AMAT $INTC

$101M

38 positions

#5Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$IBM $INTC $EMR $PFE $BMY $T

$308M

137 positions

#6STONEBRIDGE CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$SYK $IBM $AMAT $INTC $KO $PFE

$220M

80 positions

#7Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$IBM $AMAT $PFE $MRSH $ABT $T

$127M

60 positions

#8WealthTrust Axiom LLCPassive

Notable overlap · 7 shared positions

$IBM $GLW $PFE $BMY $VZ $T

$406M

290 positions

#9PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$SYK $EMR $NUE $IBM $ABT $KO

$196M

53 positions

#10Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$SYK $EMR $AMAT $TMO $ABT $KO

$506M

79 positions

#11CapWealth Advisors, LLCActive

Notable overlap · 8 shared positions

$GLW $IBM $SYK $T $UPS $KO

$1.3B

118 positions

#12HALL LAURIE J TRUSTEEPassive

Notable overlap · 5 shared positions

$SYK $AMAT $IBM $ABT $GE

$283M

104 positions

#13626 Financial, LLCActive

Notable overlap · 5 shared positions

$SYK $UPS $EMR $PFE $BMY

$224M

121 positions

#14Insight Inv LLCPassive

Notable overlap · 4 shared positions

$GLW $AMAT $IBM $EMR

$183M

104 positions

#15VILLERE ST DENIS J & CO LLCActive

Notable overlap · 6 shared positions

$SYK $PGR $PFE $ABT $VZ $UPS

$907M

76 positions

#16CORRADO ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$GLW $IBM $INTC $T $VZ

$192M

115 positions

#17Maytus Capital Management, LLCPassive

Notable overlap · 5 shared positions

$AMAT $GLW $IBM $INTC $T

$562M

62 positions

#18FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 6 shared positions

$GLW $IBM $BMY $VZ $SYK $GEV

$180M

96 positions

#19CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$GLW $AMAT $PFE $VZ $KO

$1.4B

80 positions

#20Silver Lake Advisory, LLCPassive

Notable overlap · 5 shared positions

$GLW $AMAT $EMR $ABT $KO

$252M

103 positions

#21Green Alpha Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLW $AMAT $IBM

$102M

107 positions

#22J.P. Marvel Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$GLW $TMO $BMY $ABT $IBM $KO

$705M

60 positions

#23ROWLANDMILLER & PARTNERS.ADVPassive

Notable overlap · 6 shared positions

$PGR $INTC $VZ $UPS $KO $EMR

$493M

189 positions

#24Meridiem Capital Partners LPPassive

Notable overlap · 5 shared positions

$SYK $INTC $T $A $HPE

$1.5B

64 positions

#25Trask Adam RolandPassive

Notable overlap · 5 shared positions

$SYK $IBM $ABT $TMO $UPS

$106M

190 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.