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 Somerset

13F Portfolio OverlapQ1 2026Somerset portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Somerset Trust Co is an institutional investor managing $354M across 186 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 Somerset are MATTERN ,, BRADY FAMILY WEALTH,, Kesler, Norman & Wride,, with shared positions in $NEE, $LOW, $AFL, $LHX, $LIN, $CB. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 14 shared positions

$NEE $LOW $AFL $LHX $LIN $CB

$835M

170 positions

#2BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 12 shared positions

$ADI $LOW $AMGN $CB $ABT $GD

$321M

110 positions

#3Kesler, Norman & Wride, LLCPassive

Notable overlap · 11 shared positions

$ADI $LHX $GD $LOW $AMGN $CB

$581M

245 positions

#4JGP Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$ADI $AMGN $LHX $NEE $LOW $ADP

$961M

223 positions

#5Nicholson Wealth Management Group, LLCPassive

Notable overlap · 11 shared positions

$ADI $LHX $LIN $CB $MCD $NEE

$172M

114 positions

#6Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$AMGN $AFL $MCD $GD $LIN $PSX

$245M

98 positions

#7Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 8 shared positions

$NEE $AMGN $AFL $LOW $ITW $GD

$105M

62 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 10 shared positions

$AMGN $AFL $MCD $CB $MDT $PSX

$187M

55 positions

#9Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$ADI $AMGN $MCD $ITW $NSC $GD

$184M

32 positions

#10Kinloch Capital, LLCPassive

Notable overlap · 8 shared positions

$NEE $AFL $MCD $GD $ABT $MDT

$245M

83 positions

#11KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$LOW $MCD $ITW $CB $ABT $ADP

$1.4B

221 positions

#12M. Kraus & CoActive

Notable overlap · 7 shared positions

$NEE $LHX $LIN $ITW $NSC $ABT

$343M

81 positions

#13CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$LHX $NEE $MCD $LIN $CB $MDT

$739M

164 positions

#14Ark Wealth Advisors LLCPassive

Notable overlap · 8 shared positions

$NEE $LIN $CB $NSC $AFL $MCD

$101M

80 positions

#15SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 8 shared positions

$AMGN $MCD $ITW $GD $CB $ADP

$1.8B

176 positions

#16MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 9 shared positions

$LIN $NEE $GD $WEC $PSX $AFL

$246M

145 positions

#17Financial & Tax Architects, LLCPassive

Notable overlap · 7 shared positions

$NEE $MCD $LOW $GD $ABT $MDT

$448M

108 positions

#18LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 9 shared positions

$MCD $AMGN $CB $ABT $ADP $ITW

$260M

101 positions

#19NovaPoint Capital, LLCPassive

Notable overlap · 8 shared positions

$LHX $AFL $GD $CB $APD $ABT

$399M

79 positions

#20Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$NEE $AMGN $LHX $MCD $PSX $ES

$223M

109 positions

#21ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$ADI $AMGN $MCD $ABT $ADP $EMR

$853M

70 positions

#22Biondo Investment Advisors, LLCActive

Notable overlap · 8 shared positions

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

$780M

82 positions

#23First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$LOW $AMGN $ABT $NEE $MCD $ADP

$1.2B

70 positions

#24MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$MCD $AFL $ABT $NEE $MDT $ADP

$409M

127 positions

#25Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$AMGN $LOW $MCD $LIN $ABT $EMR

$353M

78 positions

Compare Somerset’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 Somerset’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.