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 Biondo Investment Advisors,

13F Portfolio OverlapQ1 2026Biondo Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Biondo Investment Advisors, LLC is an institutional investor managing $780M across 82 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 Biondo Investment Advisors, are Greystone Financial Group,, Vertrix Wealth ,, Roxbury Financial, with shared positions in $LOW, $LMT, $IBM, $MCD, $SPG, $AMGN. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 9 shared positions

$LOW $LMT $IBM $MCD $SPG $AMGN

$353M

78 positions

#2Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$LOW $LMT $SPG $AMGN $DUK $IBM

$272M

95 positions

#3Roxbury Financial LLCPassive

Notable overlap · 9 shared positions

$LMT $IBM $LOW $DUK $MCD $ADP

$126M

410 positions

#4BENDER ROBERT & ASSOCIATESActive

Notable overlap · 5 shared positions

$ISRG $NOW $VRTX $ADBE $DUK

$417M

45 positions

#5Bellevue Group AGActive

Notable overlap · 6 shared positions

$ISRG $KRYS $AMGN $VRTX $IDXX $REGN

$4.2B

155 positions

#6EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$ISRG $ASML $NOW $VRTX $FICO

$15.5B

87 positions

#7Somerset Trust CoPassive

Notable overlap · 8 shared positions

$LOW $MCD $AMGN $ITW $ADP $EMR

$326M

174 positions

#8BOURNE LENT ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ISRG $IDXX $AMGN $ADBE $LOW

$272M

63 positions

#9Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$MCD $AMGN $IBM $EMR $LMT $AFL

$245M

98 positions

#10Seilern Investment Management LtdActive

Notable overlap · 4 shared positions

$ISRG $IDXX $ADBE $ADP

$838M

24 positions

#11Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$SO $DUK $AMGN $ADP $ITW $LMT

$215M

125 positions

#12HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$LMT $MCD $AMGN $ITW $DUK $IBM

$351M

81 positions

#13LYNCH & ASSOCIATES/INPassive

Notable overlap · 7 shared positions

$LMT $IBM $MCD $EMR $LOW $ITW

$533M

126 positions

#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$SO $MCD $AMGN $DUK $EMR $AFL

$187M

55 positions

#15U S WEALTH GROUP, LLC.

Notable overlap · 6 shared positions

$LMT $MCD $SPG $AMGN $DUK $ADBE

$152M

43 positions

#16CULLINAN ASSOCIATES INCActive

Notable overlap · 8 shared positions

$IBM $VRTX $MCD $LOW $AFL $LMT

$1.2B

207 positions

#17Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$LOW $LMT $AMGN $ITW $ADP $REGN

$170M

48 positions

#18Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$LMT $AMGN $LOW $ITW $ADP $AFL

$105M

62 positions

#19WOODSTOCK CORPActive

Notable overlap · 6 shared positions

$ISRG $IDXX $EMR $REGN $ITW $ADP

$1.1B

156 positions

#20GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$ISRG $IBM $SO $NOW $AMGN $MCD

$109M

70 positions

#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$LMT $IBM $SO $MCD $DUK

$220M

148 positions

#22Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$SO $MCD $LOW $AMGN $EMR $ADP

$98M

50 positions

#23UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$ISRG $ASML $MCD

$466M

21 positions

#24Boomfish Wealth Group, LLCPassive

Notable overlap · 5 shared positions

$ASML $LMT $LOW $NOW $VRTX

$187M

87 positions

#25Welch Group, LLCPassive

Notable overlap · 5 shared positions

$LMT $IBM $SO $MCD $EMR

$2.7B

310 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.