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 Pettee Investors,

13F Portfolio OverlapQ1 2026Pettee Investors, portfolio →

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Most similar hedge funds by 13F overlap

Pettee Investors, Inc. is an institutional investor managing $194M across 115 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 Pettee Investors, are TRUSTCO BANK N Y, William B. Walkup & Associates,, Vertrix Wealth ,, with shared positions in $AXP, $GE, $IBM, $DIS, $LOW, $INTC. The full ranking of 25 similar funds is below.

#1TRUSTCO BANK CORP N YPassive

Notable overlap · 10 shared positions

$AXP $GE $IBM $DIS $LOW $INTC

$113M

71 positions

#2William B. Walkup & Associates, Inc.Active

Notable overlap · 9 shared positions

$DHI $LH $INTC $LOW $ABT $EMR

$167M

163 positions

#3Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$AXP $IBM $WM $EMR $LOW $MCD

$272M

95 positions

#4Wynn Capital, LLCPassive

Some overlap · 8 shared positions

$AXP $GE $SCHW $IBM $DIS $AMAT

$195M

107 positions

#5Covea FinanceActive

Some overlap · 8 shared positions

$WM $AXP $TDY $EMR $LOW $HUBB

$2.9B

146 positions

#6CACTI ASSET MANAGEMENT LLCActive

Some overlap · 7 shared positions

$STX $AXP $DIS $INTC $__PARK_1390777 $IBM

$2.0B

76 positions

#7Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$IBM $WM $EMR $LOW $MCD $ABT

$353M

78 positions

#8Yoffe Investment Management, LLCPassive

Some overlap · 6 shared positions

$IBM $AXP $INTC $GE $MCD $__PARK_1390777

$78M

111 positions

#9Applied Finance Capital Management, LLCPassive

Some overlap · 6 shared positions

$IBM $DHI $URI $DIS $LOW $AMAT

$1.3B

218 positions

#10Radnor Capital Management, LLCPassive

Some overlap · 6 shared positions

$IBM $AXP $GE $SCHW $EMR $WM

$676M

308 positions

#11MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$URI $IBM $MCD $ABT $LH

$293M

103 positions

#12BONNESS ENTERPRISES INCActive

Some overlap · 7 shared positions

$IBM $INTC $EMR $PFE $AMAT $ABT

$273M

39 positions

#13STONEBRIDGE CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$INTC $IBM $DIS $AMAT $PFE $EMR

$220M

80 positions

#14Edgemoor Investment Advisors, Inc.Active

Some overlap · 5 shared positions

$URI $SCHW $LOW $AMAT $PFE

$1.3B

170 positions

#15Matthew Goff Investment Advisor, LLCPassive

Some overlap · 5 shared positions

$INTC $AXP $GE $DIS $__PARK_1390777

$600M

107 positions

#16Athena Investment ManagementActive

Some overlap · 7 shared positions

$INTC $IBM $GE $MCD $PFE $AMAT

$193M

153 positions

#17Old Port AdvisorsPassive

Some overlap · 5 shared positions

$STX $IBM $INTC $WM $PFE

$434M

239 positions

#18VAN STRUM & TOWNE INC.Passive

Some overlap · 6 shared positions

$IBM $DIS $AXP $EMR $GE $PFE

$343M

111 positions

#19New England Research & Management, Inc.Passive

Some overlap · 5 shared positions

$URI $IBM $DHI $MCD $ABT

$237M

143 positions

#20Ark Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$AXP $WM $SCHW $EMR $LOW $MCD

$101M

80 positions

#21Western Financial Corp/CAActive

Some overlap · 5 shared positions

$INTC $STX $GE $AMAT $__PARK_1390777

$255M

127 positions

#22Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$AXP $LH $SCHW $DIS $LOW $IBM

$694M

263 positions

#23Westchester Capital Management, Inc.Active

Some overlap · 8 shared positions

$INTC $WM $DIS $MCD $PFE $__PARK_1390777

$497M

45 positions

#24SFE Investment CounselPassive

Some overlap · 6 shared positions

$IBM $URI $LH $LOW $AMAT $ABT

$635M

143 positions

#25Glassy Mountain Advisors, Inc.Passive

Some overlap · 4 shared positions

$URI $DIS $LOW $AMAT

$322M

77 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.