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 Drexel Morgan &

13F Portfolio OverlapQ1 2026Drexel Morgan & portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Drexel Morgan & Co. is an institutional investor managing $682M across 60 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 Drexel Morgan & are Newport Company,, Rayburn West Financial Services, CFC Planning, with shared positions in $T, $F, $DIS, $EMR, $MMM, $AXP. The full ranking of 25 similar funds is below.

#1Newport Trust Company, LLCSmart money

Notable overlap · 5 shared positions

$T $F $DIS $EMR $MMM

$40.7B

64 positions

#2Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$AXP $IBM $DE $UPS $VZ $KO

$170M

82 positions

#3CFC Planning Co LLCPassive

Notable overlap · 6 shared positions

$AXP $KO $IBM $DIS $UPS $VZ

$140M

72 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$T $KO $IBM $UPS $VZ $UNP

$220M

148 positions

#5GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$T $SLB $KO $IBM $UPS $MDT

$1.1B

389 positions

#6Capital Wealth Planning, LLCActive

Notable overlap · 6 shared positions

$AXP $IBM $KO $VZ $MCD $MDT

$18.1B

151 positions

#7Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$T $KO $AXP $VZ $IBM

$202M

72 positions

#8Clark & Stuart, IncActive

Notable overlap · 7 shared positions

$UPS $SLB $KO $EMR $ABT $MMM

$148M

49 positions

#9Cherry Creek Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$IBM $T $KO $UPS $MMM

$230M

124 positions

#10Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$IBM $KO $UPS $VZ $MCD $CL

$223M

109 positions

#11CULLINAN ASSOCIATES INCActive

Notable overlap · 6 shared positions

$KO $IBM $AXP $DE $UPS $MCD

$1.2B

207 positions

#12Windle Wealth, LLCActive

Notable overlap · 6 shared positions

$T $KO $VZ $MCD $MMM $UL

$237M

32 positions

#13HS Management Partners, LLCActive

Notable overlap · 4 shared positions

$KO $AXP $DIS $MCD

$286M

24 positions

#14FOUNDERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$AXP $UPS $KO $DIS $UNP $ABT

$608M

74 positions

#15Pavion Blue Capital, LLCPassive

Notable overlap · 7 shared positions

$AXP $KO $DIS $IBM $UPS $MCD

$230M

108 positions

#16Yoffe Investment Management, LLCPassive

Notable overlap · 6 shared positions

$IBM $AXP $KO $VZ $UNP $MCD

$78M

111 positions

#17HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$KO $AXP $UNP $MCD $ABT $NVS

$243M

44 positions

#18TRUSTCO BANK CORP N YPassive

Notable overlap · 8 shared positions

$KO $AXP $IBM $DIS $EMR $MCD

$113M

71 positions

#19MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 4 shared positions

$UPS $F $T $IBM

$121M

61 positions

#20CapWealth Advisors, LLCActive

Notable overlap · 4 shared positions

$T $IBM $UPS $KO

$1.3B

118 positions

#21Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$AXP $KO $IBM $UNP $MCD $ABT

$446M

104 positions

#22Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 5 shared positions

$IBM $DE $KO $T $DIS

$974M

782 positions

#23WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 8 shared positions

$IBM $UPS $SLB $EMR $MMM $CL

$698M

119 positions

#24DB&C Advisors, LLCPassive

Notable overlap · 5 shared positions

$IBM $UPS $KO $EMR $VZ

$77M

67 positions

#25Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$DE $IBM $T $KO $VZ $EMR

$308M

137 positions

Compare Drexel Morgan &’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Drexel Morgan &’s holdings

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.