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Hedge Funds Similar to PETTYJOHN, WOOD & WHITE

13F Portfolio OverlapQ2 2026PETTYJOHN, WOOD & WHITE portfolio →
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Most similar hedge funds by 13F overlap

PETTYJOHN, WOOD & WHITE, INC is an institutional investor managing $687M across 222 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 PETTYJOHN, WOOD & WHITE are BROOKS, MOORE & ASSOCIATES, HOME FEDERAL BANK OF TENNESSEE, InvesTrust, with shared positions in $PEP, $NSC, $ABT, $VZ, $HON, $HONA. The full ranking of 25 similar funds is below.

#1BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 9 shared positions
$PEP$NSC$ABT$VZ$HON$HONA
$223M
114 positions
#2HOME FEDERAL BANK OF TENNESSEESmart money
Some overlap · 8 shared positions
$NSC$PEP$ABT$CVS$HON$VZ
$463M
114 positions
#3InvesTrustPassive
Some overlap · 7 shared positions
$PEP$VZ$CVS$DIS$SBUX$ADP
$260M
95 positions
#4Partnership Wealth Management, LLCActive
Some overlap · 6 shared positions
$PEP$NSC$ABT$DIS$FDX$ADP
$148M
67 positions
#5Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$PEP$ABT$VZ$DIS$SBUX$ADP
$116M
240 positions
#6Alliance Private Wealth, LLCActive
Some overlap · 6 shared positions
$PEP$FDX$VZ$CVS$DIS$TFC
$288M
82 positions
#7OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$NSC$ABT$FDX$VZ$TFC$SO
$268M
225 positions
#8KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PEP$NSC$ABT$VZ$ADP$SO
$1.5B
228 positions
#9Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$PEP$ABT$DIS$SBUX$FDX$ADP
$562M
84 positions
#10Borer Denton & Associates, Inc.Passive
Some overlap · 6 shared positions
$PEP$ABT$CVS$HON$HONA$ADP
$305M
74 positions
#11Crescent Sterling, Ltd.Passive
Some overlap · 6 shared positions
$PEP$VZ$ABT$HON$HONA$SHEL
$112M
85 positions
#12EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$PEP$ABT$FDX$CVS$SBUX$SO
$1.3B
58 positions
#13M. Kraus & CoPassive
Some overlap · 5 shared positions
$PEP$NSC$ABT$VZ$DIS
$377M
86 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$PEP$ABT$HON$HONA$ADP$SO
$108M
52 positions
#15Bill Few Associates, Inc.Passive
Some overlap · 6 shared positions
$PEP$ABT$VZ$DIS$SBUX$ADP
$470M
227 positions
#16OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$PEP$NSC$VZ$TFC$SO
$329M
323 positions
#17BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ABT$DIS$CVS$ADP$VZ$SO
$138M
208 positions
#18KLINGENSTEIN FIELDS & CO LPActive
Some overlap · 6 shared positions
$PEP$DIS$SBUX$HON$HONA$SHEL
$2.9B
195 positions
#19HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$ABT$PEP$HON$HONA$VZ$ADP
$363M
92 positions
#20MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 5 shared positions
$NSC$ABT$PEP$FDX$ADP
$271M
254 positions
#21PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$PEP$ABT$DIS$HON$HONA
$441M
87 positions
#22BIRCHBROOK, INC.Active
Some overlap · 5 shared positions
$PEP$FDX$DIS$CVS$HONA
$213M
305 positions
#23WATERS PARKERSON & CO., LLCActive
Some overlap · 4 shared positions
$PEP$NSC$ABT$DIS
$2.0B
200 positions
#24PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$PEP$ABT$VZ$ADP$SO
$1.2B
103 positions
#25St. Clair Advisors, LLCSmart money
Some overlap · 5 shared positions
$PEP$ABT$NSC$FDX$SBUX
$389M
78 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.