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 KANAWHA

13F Portfolio OverlapQ1 2026KANAWHA portfolio →

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Most similar hedge funds by 13F overlap

KANAWHA CAPITAL MANAGEMENT LLC is an institutional investor managing $1.4B across 221 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 KANAWHA are Somerset, First Long Island Investors,, BRADY FAMILY WEALTH,, with shared positions in $LOW, $MCD, $ITW, $CB, $ABT, $ADP. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 9 shared positions

$LOW $MCD $ITW $CB $ABT $ADP

$326M

174 positions

#2First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$LOW $ADP $APH $PH $ABT $MCD

$1.2B

70 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$LOW $CB $ITW $ABT $MCD $ADP

$321M

110 positions

#4Financial & Tax Architects, LLCPassive

Notable overlap · 8 shared positions

$LOW $MCD $ADP $ECL $ABT $IBM

$448M

108 positions

#5DEARBORN PARTNERS LLCActive

Notable overlap · 7 shared positions

$MCD $ADP $ITW $APH $ABT $ECL

$1.8B

269 positions

#6BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$ABT $CB $LOW $IBM $KO $USB

$199M

110 positions

#7PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$LOW $ADP $ECL $ABT $IBM $SO

$196M

53 positions

#8InvesTrustPassive

Notable overlap · 8 shared positions

$MCD $ADP $IBM $ITW $APD $KO

$238M

91 positions

#9BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 8 shared positions

$MCD $ECL $ABT $IBM $KO $ADP

$134M

211 positions

#10Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$MCD $IBM $APD $KO $ADP $USB

$245M

98 positions

#11BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 7 shared positions

$LOW $ADP $ITW $APD $KO $VZ

$222M

34 positions

#12Aristotle Capital Management, LLCActive

Notable overlap · 7 shared positions

$LOW $PH $ECL $APD $KO $USB

$47.8B

191 positions

#13Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$MCD $ITW $ABT $ECL $KO $SO

$583M

140 positions

#14MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$MCD $ADP $ABT $APD $KO $USB

$409M

127 positions

#15TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 8 shared positions

$ABT $ECL $LOW $MCD $D $KO

$911M

918 positions

#16HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$MCD $ITW $CB $KO $VZ $IBM

$351M

81 positions

#17Biondo Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$LOW $MCD $ITW $IBM $ADP $SO

$780M

82 positions

#18ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$MCD $ADP $APH $CB $APD $VZ

$1.7B

86 positions

#19Aurdan Capital Management, LLCActive

Notable overlap · 7 shared positions

$LOW $ABT $KO $ITW $ADP $APD

$333M

88 positions

#20MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$ADP $ITW $APH $ECL $APD $KO

$1.2B

81 positions

#21Roxbury Financial LLCPassive

Notable overlap · 7 shared positions

$LOW $CB $MCD $IBM $ADP $KO

$126M

410 positions

#22LYNCH & ASSOCIATES/INPassive

Some overlap · 7 shared positions

$MCD $LOW $IBM $ABT $KO $ITW

$533M

126 positions

#23MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$LOW $CB $ABT $ADP $ECL $MCD

$835M

170 positions

#24ADVOCATE GROUP LLCPassive

Some overlap · 7 shared positions

$MCD $CB $IBM $D $VZ $SO

$639M

126 positions

#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 8 shared positions

$MCD $CB $D $VZ $SO $MDT

$187M

55 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.