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 Newman Dignan & Sheerar

13F Portfolio OverlapQ3 2026Newman Dignan & Sheerar portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Newman Dignan & Sheerar, Inc. is an institutional investor managing $525M across 180 U.S. equity positions as of Q3 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, $AMGN, $LOW, $UNP, $QCOM, $MCD. The full ranking of 25 similar funds is below.

#1MRWM Advisors, LLCActive

Notable overlap · 6 shared positions

$SGOL $AMGN $LOW $UNP $QCOM $MCD

$243M

80 positions

#2Cypress Capital, LLCActive

Notable overlap · 6 shared positions

$SGOL $AMGN $LOW $UNP $QCOM $MCD

$377M

117 positions

#3Stonebridge Financial Group, LLCPassive

Notable overlap · 7 shared positions

$SGOL $AMGN $LOW $LHX $NEE $EMR

$1.4B

275 positions

#4Stillwater Private Wealth, LLCActive

Some overlap · 4 shared positions

$SGOL $AMGN $LOW $MCD

$153M

83 positions

#5Wealth Watch Advisors, INCActive

Some overlap · 4 shared positions

$SGOL $STT $MCD $PWR

$309M

142 positions

#6Walsky Investment Management, Inc.Passive

Some overlap · 9 shared positions

$AMGN $STT $LOW $UNP $PEP $EMR

$108M

52 positions

#7Visionary Wealth AdvisorsPassive

Some overlap · 7 shared positions

$PWR $AMGN $PEP $NEE $EMR $QCOM

$2.5B

666 positions

#8Luminist Capital LLCActive

Some overlap · 3 shared positions

$SGOL $STT $MCD

$89M

418 positions

#9Stack Financial Management, IncActive

Some overlap · 6 shared positions

$PWR $UNP $LHX $PEP $NEE $EMR

$1.3B

54 positions

#10Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PWR $KLAC $STT $UNP $LOW

$487M

628 positions

#11Metis Global Partners, LLCActive

Some overlap · 3 shared positions

$SGOL $NEE $KLAC

$4.4B

714 positions

#12COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$KLAC $AMGN $STT $PEP $EMR $LOW

$427M

162 positions

#13Empirical Asset Management, LLCPassive

Some overlap · 5 shared positions

$SGOL $STT $KLAC $QCOM $MCD

$444M

448 positions

#14New England Research & Management, Inc.Passive

Some overlap · 5 shared positions

$PWR $AMGN $UNP $NEE $EMR

$259M

131 positions

#15Wilson & Boucher Capital Management, LLCPassive

Some overlap · 7 shared positions

$AMGN $LOW $UNP $PEP $NEE $EMR

$170M

121 positions

#16BOURNE LENT ASSET MANAGEMENT INCActive

Some overlap · 6 shared positions

$PWR $AMGN $LHX $QCOM $CFG $PEP

$289M

65 positions

#17SFE Investment CounselPassive

Some overlap · 6 shared positions

$PWR $LOW $LHX $KLAC $NEE $QCOM

$742M

152 positions

#18Somerset Trust CoPassive

Some overlap · 7 shared positions

$AMGN $LOW $LHX $PEP $NEE $EMR

$354M

186 positions

#19JGP Wealth Management, LLCActive

Some overlap · 6 shared positions

$KLAC $AMGN $LOW $LHX $NEE $PEP

$1.1B

242 positions

#20Petros Family Wealth, LLCPassive

Some overlap · 6 shared positions

$KLAC $AMGN $LOW $LHX $NEE $EMR

$164M

134 positions

#21Capital Management Associates, IncActive

Some overlap · 4 shared positions

$SGOL $KLAC $EMR $MCD

$499M

160 positions

#22EPG Wealth Management LLCPassive

Some overlap · 5 shared positions

$PWR $KLAC $AMGN $QCOM $MCD

$417M

318 positions

#23Dorato Capital ManagementPassive

Some overlap · 6 shared positions

$KLAC $AMGN $UNP $LHX $PEP $MCD

$150M

254 positions

#24ACCESS FINANCIAL SERVICES, INC.Active

Some overlap · 4 shared positions

$PWR $KLAC $AMGN $LOW

$305M

103 positions

#25FourThought Financial Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $AMGN $LOW $PEP $NEE $QCOM

$1.3B

393 positions

Compare Newman Dignan & Sheerar’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 Newman Dignan & Sheerar’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.