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 PEDDOCK ADVISORS,

13F Portfolio OverlapQ1 2026PEDDOCK ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

PEDDOCK CAPITAL ADVISORS, LLC is an institutional investor managing $453M across 166 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 PEDDOCK ADVISORS, are Atlantic Edge Private Wealth ,, Applied Finance ,, ARBOR WEALTH ADVISORS,, with shared positions in $MDY, $COP, $PWR, $MCK, $KLAC, $TMO. The full ranking of 25 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$MDY $COP $PWR $MCK $KLAC $TMO

$407M

601 positions

#2Applied Finance Capital Management, LLCPassive

Notable overlap · 11 shared positions

$COP $PWR $MCK $CMI $KLAC $BAC

$1.3B

218 positions

#3ARBOR TRUST WEALTH ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$MDY $COP $MCD $IBM $KO $LOW

$228M

90 positions

#4Lionsbridge Wealth Management LLCPassive

Some overlap · 3 shared positions

$MDY $COP $PWR

$99M

59 positions

#5PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 8 shared positions

$PWR $MCK $CMI $KLAC $TMO $KO

$842M

212 positions

#6Tandem Wealth Advisors LLCActive

Some overlap · 5 shared positions

$MDY $COP $KLAC $BAC $TMO

$224M

47 positions

#7William B. Walkup & Associates, Inc.Active

Some overlap · 8 shared positions

$MCK $COP $TRV $ALL $MCD $KO

$167M

163 positions

#8Longbow Finance SAPassive

Some overlap · 7 shared positions

$MCK $PWR $KLAC $TRV $MCD $GILD

$552M

55 positions

#9Winter & Associates, Inc.Passive

Some overlap · 3 shared positions

$MDY $COP $IBM

$114M

84 positions

#10Stonebridge Capital Advisors LLCPassive

Some overlap · 6 shared positions

$COP $TMO $TRV $MCD $GILD $KO

$1.4B

211 positions

#11Davidson Capital Management Inc.Active

Some overlap · 4 shared positions

$COP $PWR $MCK $KLAC

$552M

93 positions

#12CHILTON CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$PWR $COP $TMO $GILD $LOW

$2.9B

658 positions

#13Lakewood Asset Management LLCPassive

Some overlap · 4 shared positions

$COP $MCK $BAC $CMI

$156M

107 positions

#14Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$COP $MCK $BAC $ALL $KO $IBM

$308M

137 positions

#15Asio Capital, LLCActive

Some overlap · 5 shared positions

$COP $PWR $TMO $BAC $LOW

$712M

110 positions

#16Arvest Bank Trust DivisionPassive

Some overlap · 5 shared positions

$MDY $COP $TRV $BAC $LOW

$1.8B

221 positions

#17CHARTER RESEARCH & INVESTMENT GROUP, INC.Active

Some overlap · 5 shared positions

$MDY $MCK $BAC $KO $IBM

$150M

86 positions

#18Ascent Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$MDY $CMI $PWR $GILD

$860M

188 positions

#19TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Some overlap · 5 shared positions

$COP $MDY $BAC $IBM $KO

$1.6B

271 positions

#20Whelan FinancialActive

Some overlap · 5 shared positions

$COP $KLAC $BAC $STZ $LOW

$322M

88 positions

#21BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 6 shared positions

$MCK $CMI $KLAC $ALL $MCD $LOW

$380M

98 positions

#22BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$COP $MDY $TRV

$129M

217 positions

#23CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 5 shared positions

$PWR $MCK $TMO $IBM $BAC

$60M

36 positions

#24BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$COP $CMI $KLAC $MCD $KO $IBM

$1.6B

435 positions

#25Hamlin Capital Management, LLCActive

Some overlap · 4 shared positions

$COP $CMI $DRI $PEG

$4.1B

30 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.