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Hedge Funds Similar to MITCHELL MCLEOD PUGH & WILLIAMS

13F Portfolio OverlapQ1 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 $678M across 283 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 MITCHELL MCLEOD PUGH & WILLIAMS are Smith Thornton Advisors, Ballast Rock Private Wealth, Fortis Advisors,, with shared positions in $REGN, $SO, $SFBS, $MS, $IBM, $SNOW. The full ranking of 25 similar funds is below.

#1Smith Thornton Advisors LLCPassive
Some overlap · 5 shared positions
$REGN$SO$SFBS$MS$IBM
$199M
130 positions
#2Ballast Rock Private Wealth LLCPassive
Some overlap · 5 shared positions
$SNOW$AMAT$BRZE$REGN$DDOG
$181M
177 positions
#3Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$REGN$MS$SO
$200M
119 positions
#4Westfuller Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$BRZE$MS$AXP$IBM
$232M
756 positions
#5Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$SNOW$REGN$MS
$126M
74 positions
#6Echo Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$REGN$MS
$174M
47 positions
#7JPL Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$SO$MS$IBM
$435M
1,554 positions
#8PENNEY FINANCIAL, LLCSmart money
Some overlap · 4 shared positions
$SNOW$BRZE$MS$DDOG
$261M
48 positions
#9TRB Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$BRZE$MS$DDOG
$704M
285 positions
#10EPG Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$REGN$AMAT
$369M
320 positions
#11Pacific Park Financial, Inc.Active
Some overlap · 4 shared positions
$SNOW$BRZE$MS$DDOG
$153M
73 positions
#12Paladin Advisory Group, LLCPassive
Some overlap · 5 shared positions
$SNOW$MS$BRZE$DDOG$IBM
$131M
241 positions
#13Successful Portfolios LLCPassive
Some overlap · 4 shared positions
$SNOW$BRZE$AMAT$SO
$181M
188 positions
#14Certified Advisory CorpPassive
Some overlap · 3 shared positions
$SNOW$REGN$EPD
$1.1B
318 positions
#15MONEYWISE, INC.Passive
Some overlap · 3 shared positions
$SNOW$REGN$DDOG
$229M
82 positions
#16Hoxton Planning & Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$BRZE$DDOG$IBM$AMAT
$333M
216 positions
#17Sandbox Financial Partners, LLCActive
Some overlap · 4 shared positions
$SNOW$REGN$IBM$MS
$356M
117 positions
#18Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$SNOW$MS$AMAT$DDOG$BRZE
$313M
119 positions
#19FAGAN ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$SNOW$REGN$IBM
$719M
135 positions
#20Clear Trail Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$MS$EPD$AXP
$601M
149 positions
#21Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$MS$AXP$IBM
$272M
95 positions
#22Family Legacy, Inc.Passive
Some overlap · 4 shared positions
$SNOW$SO$AMAT$MS
$333M
124 positions
#23Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$SNOW$BRZE$DDOG$IBM
$1.1B
121 positions
#24Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$BRZE$REGN
$99M
59 positions
#25FC Advisory LLCActive
Some overlap · 4 shared positions
$SNOW$MS$DDOG$BRZE
$342M
115 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.