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 OverlapQ2 2026PEDDOCK ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

PEDDOCK CAPITAL ADVISORS, LLC is an institutional investor managing $501M across 165 U.S. equity positions as of Q2 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, PATTON ALBERTSON MILLER GROUP, Ascent Wealth Partners, with shared positions in $MDY, $KLAC, $PWR, $CMI, $MCK, $TMO. The full ranking of 25 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$MDY $KLAC $PWR $CMI $MCK $TMO

$489M

619 positions

#2PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 11 shared positions

$PWR $KLAC $CMI $MCK $TMO $ALL

$1.0B

213 positions

#3Ascent Wealth Partners, LLCActive

Notable overlap · 6 shared positions

$MDY $CMI $KLAC $PWR $GILD $AMP

$1.0B

200 positions

#4Applied Finance Capital Management, LLCPassive

Notable overlap · 8 shared positions

$KLAC $CMI $PWR $TRV $DRI $VLO

$1.3B

218 positions

#5Corsicana & Co.Passive

Notable overlap · 5 shared positions

$MDY $PWR $CMI $TRV $VLO

$206M

309 positions

#6Lionsbridge Wealth Management LLCPassive

Notable overlap · 3 shared positions

$MDY $PWR $CMI

$102M

68 positions

#7Cornerstone Investment Partners, LLCActive

Some overlap · 5 shared positions

$KLAC $MCK $CMI $TMO $TRV

$3.0B

312 positions

#8WASHINGTON TRUST CoPassive

Some overlap · 4 shared positions

$KLAC $MDY $PWR $TMO

$3.2B

296 positions

#9Tandem Wealth Advisors LLCActive

Some overlap · 3 shared positions

$MDY $KLAC $TMO

$251M

48 positions

#10BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$KLAC $CMI $MCK $ALL $MCD

$404M

99 positions

#11GLR Partners, LLCPassive

Some overlap · 3 shared positions

$MDY $KLAC $CMI

$215M

111 positions

#12TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 6 shared positions

$KLAC $MCK $TMO $GILD $VLO $LOW

$211M

127 positions

#13EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 6 shared positions

$KLAC $CMI $TMO $TRV $COF $MCK

$808M

156 positions

#14Eley Financial Management, IncPassive

Some overlap · 5 shared positions

$KLAC $MCK $CMI $LOW $AMP

$309M

72 positions

#15River Street Advisors LLCPassive

Some overlap · 6 shared positions

$KLAC $CMI $PWR $COF $VLO $MCD

$340M

177 positions

#16Forvis Mazars Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$KLAC $PWR $CMI $VLO $LOW $MCK

$6.0B

433 positions

#17Hills Bank & Trust CoActive

Some overlap · 4 shared positions

$MDY $KLAC $MCD $TMO

$2.3B

383 positions

#18Tandem Investment Partners LLCPassive

Some overlap · 4 shared positions

$MDY $TMO $GILD $LOW

$130M

76 positions

#19Barden Capital Management, Inc.Passive

Some overlap · 5 shared positions

$PWR $ALL $TRV $COF $VLO

$108M

53 positions

#20Longbow Finance SAPassive

Some overlap · 6 shared positions

$KLAC $CMI $MCK $PWR $TRV $VLO

$782M

59 positions

#21Arvest Bank Trust DivisionPassive

Some overlap · 4 shared positions

$MDY $TRV $COF $LOW

$2.1B

240 positions

#22Crescent Sterling, Ltd.Passive

Some overlap · 3 shared positions

$MDY $CMI $VLO

$112M

85 positions

#23Providence First Trust CoPassive

Some overlap · 4 shared positions

$KLAC $MDY $CMI $VLO

$358M

196 positions

#24Covenant Asset Management, LLCPassive

Some overlap · 3 shared positions

$PWR $KLAC $COF

$595M

164 positions

#25ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$MDY $CMI $LOW $MCD

$248M

96 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.