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Hedge Funds Similar to MITCHELL MCLEOD PUGH & WILLIAMS

13F Portfolio OverlapQ2 2026MITCHELL MCLEOD PUGH & WILLIAMS portfolio →
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Most similar hedge funds by 13F overlap

MITCHELL MCLEOD PUGH & WILLIAMS INC is an institutional investor managing $815M across 307 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 MITCHELL MCLEOD PUGH & WILLIAMS are Hilltop National Bank, Pathway Financial Advisers, Powers Advisory Group, with shared positions in $GLW, $KLAC, $SO, $AXP, $DE, $EPD. The full ranking of 25 similar funds is below.

#1Hilltop National BankPassive
Some overlap · 5 shared positions
$GLW$KLAC$SO$AXP$DE
$468M
805 positions
#2Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$SO$GLW$KLAC$EPD
$397M
167 positions
#3Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$SO$GLW$EPD$DE
$319M
130 positions
#4Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 5 shared positions
$GLW$AXP$SO$KLAC$DE
$676M
148 positions
#5BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$SO$AXP$DE$C$GLW
$263M
90 positions
#6Navigate Wealth Management, LLCActive
Some overlap · 3 shared positions
$SO$SFBS$AXP
$161M
79 positions
#7Welch Group, LLCPassive
Some overlap · 3 shared positions
$SO$SFBS$DE
$2.9B
326 positions
#8BCR Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$SO$SFBS$DE
$356M
32 positions
#9Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$SO$AXP$EPD$DE
$500M
110 positions
#10TrueWealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SO$SFBS$C
$444M
235 positions
#11Paragon Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GLW$KLAC$AXP$DE
$383M
226 positions
#12Fairvoy Private Wealth, LLCPassive
Some overlap · 3 shared positions
$SO$KLAC$GLW
$495M
200 positions
#13Leisure Capital ManagementActive
Some overlap · 4 shared positions
$GLW$KLAC$AXP$DE
$320M
157 positions
#14Bragg Financial Advisors, IncPassive
Some overlap · 3 shared positions
$SFBS$GLW$AXP
$3.7B
363 positions
#15Good Steward Wealth Advisors,LLCActive
Some overlap · 4 shared positions
$GLW$SO$AXP$DE
$166M
71 positions
#16LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$SO$GLW$AXP
$213M
124 positions
#17Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$SO$GLW$DE
$239M
126 positions
#18Sunburst Financial Group, LLCActive
Some overlap · 3 shared positions
$SO$SFBS$AXP
$617M
134 positions
#19Parkside Investments, LLCActive
Some overlap · 3 shared positions
$SO$GLW$C
$902M
91 positions
#20Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$SO$GLW$DE
$955M
337 positions
#21VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 4 shared positions
$SO$AXP$DE$C
$5.0B
245 positions
#22BLALOCK WILLIAMS, LLCPassive
Some overlap · 4 shared positions
$KLAC$SO$AXP$C
$154M
154 positions
#23MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$SO$AXP$DE$C
$491M
120 positions
#24Hobbs Group Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$AXP$EPD$C
$380M
164 positions
#25CULLINAN ASSOCIATES INCActive
Some overlap · 4 shared positions
$KLAC$AXP$SO$DE
$1.3B
204 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.