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Hedge Funds Similar to Newman Dignan & Sheerar,

13F Portfolio OverlapQ1 2026Newman Dignan & Sheerar, portfolio →
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Most similar hedge funds by 13F overlap

Newman Dignan & Sheerar, Inc. is an institutional investor managing $523M across 197 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 Newman Dignan & Sheerar, are MRWM Advisors,, Cypress ,, Stonebridge Financial Group,, with shared positions in $SGOL, $AGQ, $AMGN, $IBM, $LOW, $TXN. The full ranking of 25 similar funds is below.

#1MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$SGOL$AGQ$AMGN$IBM$LOW
$184M
74 positions
#2Cypress Capital, LLCActive
Some overlap · 5 shared positions
$SGOL$AGQ$AMGN$LOW$IBM
$351M
95 positions
#3Stonebridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$TXN$SGOL$DDOG$LHX$LOW$AMGN
$1.2B
262 positions
#4PURE PORTFOLIOS HOLDINGS LLC
Some overlap · 3 shared positions
$SGOL$DDOG$AGQ
$332M
104 positions
#5DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$TXN$AMGN$LHX$LOW$UNP$NEE
$501M
138 positions
#6Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$SGOL$DDOG$MKL
$478M
42 positions
#7Metis Global Partners, LLCActive
Some overlap · 3 shared positions
$SGOL$NEE$IBM
$4.1B
724 positions
#8Ameliora Wealth Management Ltd.Passive
Some overlap · 3 shared positions
$SGOL$PWR$PANW
$314M
232 positions
#9Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TXN$PWR$BAC$PANW$UNP
$613M
200 positions
#10LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$PWR$BAC$LHX$PANW$IBM$NEE
$677M
182 positions
#11SFE Investment CounselPassive
Some overlap · 6 shared positions
$PWR$LHX$LOW$PANW$IBM$NEE
$635M
143 positions
#12GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$SGOL$PWR$LOW
$88M
38 positions
#13Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$TXN$AMGN$LOW$UNP$NEE
$98M
50 positions
#14Smith Partners Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TXN$MKL$LOW$DDOG
$112M
76 positions
#15ESG Planning DBA Harper InvestingPassive
Some overlap · 5 shared positions
$TXN$MKL$LOW$UNP$PANW
$229M
75 positions
#16AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$TXN$AMGN$PANW$IBM$NEE
$1.4B
114 positions
#17MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 6 shared positions
$MKL$DDOG$AMGN$LOW$NEE$IBM
$240M
234 positions
#18GUYASUTA INVESTMENT ADVISORS INCActive
Some overlap · 5 shared positions
$PWR$TXN$LOW$PANW$IBM
$1.7B
268 positions
#19VIAWEALTH, LLCPassive
Some overlap · 5 shared positions
$TXN$AGQ$AMGN$BAC$PANW
$180M
159 positions
#20New England Research & Management, Inc.Passive
Some overlap · 6 shared positions
$PWR$AMGN$PANW$IBM$UNP$NEE
$237M
143 positions
#21SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$TXN$HLT$AMGN$IBM
$1.5B
307 positions
#22Bristlecone Value Partners, LLCPassive
Some overlap · 5 shared positions
$MKL$DDOG$AMGN$BAC$LOW
$114M
68 positions
#23Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$TXN$AMGN$LHX$LOW$UNP$NEE
$581M
245 positions
#24TICINO WEALTHPassive
Some overlap · 5 shared positions
$TXN$AGQ$AMGN$LOW$IBM
$288M
138 positions
#25Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$AMGN$BAC$LHX$LOW$TXN$NEE
$140M
131 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.