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Hedge Funds Similar to Godshalk Welsh ,

13F Portfolio OverlapQ1 2026Godshalk Welsh , portfolio →
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Most similar hedge funds by 13F overlap

Godshalk Welsh Capital Management, Inc. is an institutional investor managing $172M across 129 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 Godshalk Welsh , are MATTERN ,, INVESTMENT HOUSE, LETSON INVESTMENT ,, with shared positions in $INTU, $WM, $LOW, $ADP, $PAYX, $PSX. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$INTU$WM$LOW$ADP$PAYX$PSX
$835M
170 positions
#2INVESTMENT HOUSE LLCPassive
Notable overlap · 7 shared positions
$AXP$INTU$WM$LOW$ADP$ECL
$1.9B
223 positions
#3LETSON INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 6 shared positions
$AXP$INTU$BAC$ADP$PAYX$MCD
$260M
101 positions
#4LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 5 shared positions
$SSL$HLT$WM$HUM$MCD
$133M
61 positions
#5Signature Wealth Management GroupPassive
Some overlap · 5 shared positions
$SSL$HLT$VLO$PAYX$MCD
$263M
128 positions
#6SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 6 shared positions
$AXP$INTU$ADP$SYY$PAYX$ECL
$1.3B
158 positions
#7Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$AXP$WM$VLO$LOW$SYY$MCD
$101M
80 positions
#8Piscataqua Savings BankPassive
Some overlap · 6 shared positions
$AXP$BAC$TJX$GLW$WM$MCD
$142M
416 positions
#9Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$BAC$AXP$WM$LOW$GLW$MCD
$568M
460 positions
#10BAXTER BROS INCPassive
Some overlap · 5 shared positions
$AXP$INTU$ADP$PAYX$WRB
$810M
166 positions
#11Dundas Partners LLPActive
Some overlap · 4 shared positions
$AXP$WRB$INTU$ADP
$1.3B
49 positions
#12Kathmere Capital Management, LLCPassive
Some overlap · 3 shared positions
$SSL$GMED$HLT
$1.6B
623 positions
#13Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$AXP$TJX$WM$BAH$MCD$ADP
$100M
54 positions
#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$SSL$HLT$PSX$MCD$LOW
$187M
55 positions
#15Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AXP$TJX$WM$LOW$MCD
$272M
95 positions
#16Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$WRB$TJX$BAC$LOW$PSX
$752M
61 positions
#17Sawyer & Company, IncPassive
Some overlap · 6 shared positions
$TJX$AXP$ADP$SYY$PAYX$ECL
$260M
197 positions
#18InvesTrustPassive
Some overlap · 4 shared positions
$SSL$HLT$ADP$MCD
$238M
91 positions
#19Sustainable Growth Advisers, LPActive
Some overlap · 4 shared positions
$AXP$INTU$WM$ECL
$10.6B
51 positions
#20Cornerstone Planning, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$BAC$LOW
$443M
141 positions
#21GHE, LLCSmart money
Some overlap · 6 shared positions
$AXP$LOW$ADP$MCD$PAYX$SYY
$241M
54 positions
#22Bath Savings Trust CoActive
Some overlap · 5 shared positions
$INTU$TJX$ADP$ECL$MCD
$936M
168 positions
#23Boit C F DavidPassive
Some overlap · 5 shared positions
$INTU$BAC$ADP$GLW$MCD
$225M
117 positions
#24Covea FinanceActive
Some overlap · 5 shared positions
$BAC$TJX$WM$AXP$LOW
$2.9B
146 positions
#25Insight Inv LLCPassive
Some overlap · 4 shared positions
$AXP$WRB$TJX$GLW
$183M
104 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.