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 PETTYJOHN, WOOD & WHITE,

13F Portfolio OverlapQ1 2026PETTYJOHN, WOOD & WHITE, portfolio →

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Most similar hedge funds by 13F overlap

PETTYJOHN, WOOD & WHITE, INC is an institutional investor managing $628M across 214 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 PETTYJOHN, WOOD & WHITE, are DMKC Advisory Services,, FORBES J M & LLP, BROOKS, MOORE & ASSOCIATES,, with shared positions in $HUM, $BAC, $ABT, $FDX, $SHEL, $VZ. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCPassive

Some overlap · 5 shared positions

$HUM $BAC $ABT $FDX $SHEL

$240M

84 positions

#2FORBES J M & CO LLPActive

Some overlap · 5 shared positions

$HUM $BAC $ABT $VZ $ICE

$1.2B

150 positions

#3BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$HON $VZ $ABT $BAC $NSC $SHEL

$199M

110 positions

#4SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$HUM $BAC $VZ $ABT

$274M

131 positions

#5WATERS PARKERSON & CO., LLCActive

Some overlap · 5 shared positions

$BAC $NSC $ABT $DIS $VZ

$1.9B

188 positions

#6Cetera Trust Company, N.APassive

Some overlap · 5 shared positions

$BAC $HON $FDX $DIS $CVS

$177M

351 positions

#7BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 4 shared positions

$BAC $HON $NSC $ABT

$2.3B

264 positions

#8STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$HUM $HON $BAC $DIS

$547M

180 positions

#9Brandywine Global Investment Management, LLC

Some overlap · 5 shared positions

$BAC $VZ $FDX $DIS $CVS

$14.9B

601 positions

#10Blossom Wealth ManagementPassive

Some overlap · 4 shared positions

$HUM $BAC $NSC $SBUX

$67M

74 positions

#11Seven Springs Wealth Group, LLCActive

Some overlap · 3 shared positions

$HUM $BAC $VZ

$432M

81 positions

#12EVERETT HARRIS & CO /CA/Active

Some overlap · 6 shared positions

$BAC $ABT $DIS $SBUX $SHEL $VZ

$7.8B

323 positions

#13Estabrook Capital ManagementPassive

Some overlap · 4 shared positions

$BAC $HON $VZ $NSC

$685M

380 positions

#14ROMANO BROTHERS AND COMPANYPassive

Some overlap · 4 shared positions

$HUM $FDX $ABT $VZ

$880M

319 positions

#15Live Oak Private Wealth LLCPassive

Some overlap · 4 shared positions

$BAC $HON $ABT $DIS

$717M

207 positions

#16RE ADVISERS CORPActive

Some overlap · 4 shared positions

$BAC $HON $ABT $DIS

$3.7B

111 positions

#17Tevis Investment ManagementPassive

Some overlap · 5 shared positions

$HON $VZ $FDX $DIS $SBUX

$176M

99 positions

#18PATRICK M SWEENEY & ASSOCIATES, INCPassive

Some overlap · 5 shared positions

$BAC $ABT $HON $FDX $CVS

$156M

164 positions

#19Bill Few Associates, Inc.Passive

Some overlap · 5 shared positions

$HON $VZ $ABT $DIS $SBUX

$417M

212 positions

#20EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$BAC $ABT $FDX $CVS $SBUX

$1.4B

56 positions

#21Lakeshore Capital Group, Inc.Active

Some overlap · 6 shared positions

$VZ $BAC $ABT $DRI $HON $SBUX

$123M

76 positions

#22Farmers National BankPassive

Some overlap · 5 shared positions

$HON $NSC $DIS $CVS $SBUX

$453M

185 positions

#23WIMMER ASSOCIATES 1, LLCPassive

Some overlap · 4 shared positions

$HUM $ABT $FDX $SBUX

$205M

110 positions

#24Stockman Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$BAC $HON $VZ $SBUX

$906M

178 positions

#25Borer Denton & Associates, Inc.Active

Some overlap · 4 shared positions

$BAC $HON $ABT $CVS

$280M

66 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.