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 OverlapQ2 2026KANAWHA portfolio →

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Most similar hedge funds by 13F overlap

KANAWHA CAPITAL MANAGEMENT LLC is an institutional investor managing $1.5B across 228 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 KANAWHA are Somerset, First Long Island Investors, BRADY FAMILY WEALTH, with shared positions in $LOW, $ITW, $MCD, $CB, $ADP, $ABT. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 11 shared positions

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

$354M

186 positions

#2First Long Island Investors, LLCActive

Notable overlap · 10 shared positions

$APH $ADP $PH $LOW $ABT $QCOM

$1.4B

73 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$LOW $CB $ITW $APH $ABT $PEP

$346M

113 positions

#4DEARBORN PARTNERS LLCPassive

Notable overlap · 8 shared positions

$APH $ADP $ITW $MCD $ABT $QCOM

$1.8B

269 positions

#5InvesTrustPassive

Notable overlap · 9 shared positions

$ADP $ITW $MCD $PEP $USB $APD

$260M

95 positions

#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 11 shared positions

$MCD $CB $PEP $QCOM $D $SO

$201M

57 positions

#7Financial & Tax Architects, LLCPassive

Notable overlap · 7 shared positions

$LOW $ADP $MCD $ABT $PEP $MDT

$474M

110 positions

#8Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$MCD $ABT $LOW $PEP $QCOM $APD

$108M

52 positions

#9PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$LOW $ADP $ECL $ABT $PEP $EMR

$209M

54 positions

#10Boit C F DavidPassive

Notable overlap · 7 shared positions

$ADP $MCD $CB $PEP $PH $ABT

$238M

85 positions

#11Loudon Investment Management, LLCPassive

Notable overlap · 7 shared positions

$LOW $ITW $ADP $QCOM $USB $ABT

$204M

95 positions

#12BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 8 shared positions

$MCD $CB $LOW $ABT $QCOM $NSC

$2.5B

270 positions

#13Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$LOW $ADP $ITW $ABT $USB $APD

$394M

99 positions

#14MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$APH $ADP $ITW $ECL $APD $EMR

$1.3B

81 positions

#15ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$APH $ADP $MCD $CB $PEP $APD

$1.9B

88 positions

#16MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$CB $LOW $ADP $APH $ECL $PH

$857M

166 positions

#17BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$CB $ABT $PEP $LOW $QCOM $NSC

$223M

114 positions

#18MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 7 shared positions

$LOW $ADP $ABT $QCOM $NSC $PEP

$271M

254 positions

#19LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$ADP $MCD $CB $ABT $PEP $ITW

$273M

104 positions

#20SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 8 shared positions

$ITW $ADP $MCD $CB $PEP $APD

$1.8B

176 positions

#21WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$ADP $MCD $ECL $ABT $APH $PEP

$947M

155 positions

#22DILLON & ASSOCIATES INCActive

Notable overlap · 7 shared positions

$ADP $LOW $ECL $ABT $NSC $APD

$817M

80 positions

#23MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$ADP $MCD $ABT $USB $APD $MDT

$436M

130 positions

#24Tufton Capital ManagementPassive

Notable overlap · 8 shared positions

$ADP $CB $QCOM $NSC $ABT $MDT

$596M

127 positions

#25Willis Investment CounselActive

Notable overlap · 8 shared positions

$ADP $CB $ABT $PEP $MCD $VZ

$2.1B

125 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.