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 Sky Investment Group

13F Portfolio OverlapQ1 2026Sky Investment Group portfolio →

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Most similar hedge funds by 13F overlap

Sky Investment Group LLC is an institutional investor managing $583M across 140 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 Sky Investment Group are Ramsay, Stattman, Vela & Price,, Stokes Advisors,, Greystone Financial Group,, with shared positions in $ABT, $KO, $LIN, $TMO, $ITW, $EMR. The full ranking of 25 similar funds is below.

#1Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 9 shared positions

$ABT $KO $LIN $TMO $ITW $EMR

$506M

79 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$AXP $LIN $KO $MCD $TXN $ABT

$446M

104 positions

#3Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$LIN $ABT $KO $MCD $EMR $TMO

$353M

78 positions

#4MCDANIEL TERRY & COActive

Notable overlap · 9 shared positions

$KO $ITW $EMR $TXN $TMO $ECL

$1.2B

81 positions

#5Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$LIN $AXP $EMR $MCD $KO $TMO

$272M

95 positions

#6TRUSTCO BANK CORP N YPassive

Notable overlap · 8 shared positions

$AXP $KO $ABT $MCD $TXN $EMR

$113M

71 positions

#7BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 9 shared positions

$KO $MCD $SO $ABT $ECL $SYK

$134M

211 positions

#8Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$PM $ABT $KO $MCD $EMR $SYY

$245M

83 positions

#9LYNCH & ASSOCIATES/INPassive

Notable overlap · 10 shared positions

$MCD $KO $EMR $ABT $SYK $TXN

$533M

126 positions

#10HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AXP $PM $ABT $KO $MCD $PGR

$243M

44 positions

#11Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$ABT $MCD $TXN $SO $EMR $PNC

$98M

50 positions

#12ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$AXP $MCD $TXN $TMO $SYK $ADP

$1.7B

86 positions

#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PM $KO $MCD $SO $TXN $DUK

$220M

148 positions

#14DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$ABT $MCD $LIN $ITW $DHR $TXN

$253M

92 positions

#15LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 7 shared positions

$AXP $ABT $MCD $SYK $ITW $PM

$260M

101 positions

#16FAYEZ SAROFIM & COActive

Notable overlap · 7 shared positions

$PM $KO $MCD $TXN $ABT $PGR

$39.1B

294 positions

#17SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$AXP $LIN $ABT $SYK $ECL $ADP

$1.3B

158 positions

#18BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$PM $MCD $KO $DUK $EMR $AXP

$480M

133 positions

#19Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$MCD $EMR $TXN $LIN $KO $ITW

$245M

98 positions

#20Somerset Trust CoPassive

Notable overlap · 7 shared positions

$LIN $MCD $ITW $ABT $EMR $ADP

$326M

174 positions

#21MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$KO $MCD $EMR $ABT $SYK $ADP

$409M

127 positions

#22Aureus Asset Management, LLCPassive

Notable overlap · 6 shared positions

$LIN $AXP $ABT $TMO $TXN $KO

$1.5B

225 positions

#23NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 6 shared positions

$LIN $ABT $DHR $TMO $ECL $SYK

$1.5B

139 positions

#24ANB BANKPassive

Notable overlap · 10 shared positions

$ABT $ITW $SYK $DHR $KO $LIN

$247M

128 positions

#25DEARBORN PARTNERS LLCActive

Notable overlap · 7 shared positions

$MCD $ITW $TXN $ABT $ECL $SYK

$1.8B

269 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.