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 St. Louis

13F Portfolio OverlapQ1 2026St. Louis portfolio →

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Most similar hedge funds by 13F overlap

St. Louis Trust Co is an institutional investor managing $856M across 145 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 St. Louis are Verus Financial Partners,, Standpoint Asset ,, Luminvest Wealth, with shared positions in $BRZE, $MKL, $DHR, $SNOW, $PM, $DOV. The full ranking of 25 similar funds is below.

#1Verus Financial Partners, Inc.Smart money

Substantial overlap · 7 shared positions

$BRZE $MKL $DHR $SNOW $PM $DOV

$1.1B

121 positions

#2Standpoint Asset Management, LLCActive

Substantial overlap · 3 shared positions

$BRZE $MKL $DHR

$412M

8 positions

#3Luminvest Wealth Management LLCSmart money

Substantial overlap · 3 shared positions

$BRZE $MKL $DHR

$382M

55 positions

#4STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $SNOW

$140M

29 positions

#5FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$BRZE $MKL $DHR $DOV

$133M

121 positions

#6Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $MKL $DOV $ASML

$151M

54 positions

#7Charter Oak Capital Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $DHR $LEN $DOV

$1.3B

208 positions

#8Vanguard National Trust CoActive

Notable overlap · 5 shared positions

$BRZE $MKL $DOV $EPAM $SNOW

$1.6B

751 positions

#9Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$BRZE $MKL $DOV $DHR $PM

$578M

118 positions

#10Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$BRZE $MKL $DOV $SNOW

$269M

506 positions

#11Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $LEN

$678M

294 positions

#12Prospera Capital Management, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $MKL $SNOW $NEE $ASML

$199M

45 positions

#13Manuka Financial, LLCActive

Notable overlap · 7 shared positions

$BRZE $DOV $DHR $SNOW $MKL $UNP

$162M

56 positions

#14Sageworth Trust CoActive

Notable overlap · 3 shared positions

$BRZE $DOV $LEN

$2.3B

172 positions

#15Orcam Financial GroupSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $DOV

$141M

62 positions

#16Sellwood Investment Partners LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DOV $SNOW

$254M

59 positions

#17Sageworth Trust Co of South DakotaActive

Notable overlap · 5 shared positions

$BRZE $DHR $LEN $MKL $PM

$126M

56 positions

#18VANGUARD ADVISERS INCSmart money

Notable overlap · 7 shared positions

$BRZE $MKL $SNOW $DOV $EPAM $DHR

$25.5B

668 positions

#19Valpey Financial Services, LLCPassive

Notable overlap · 4 shared positions

$BRZE $MKL $SNOW $DHR

$154M

75 positions

#20Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $LOW $PM

$255M

70 positions

#21Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$BRZE $SNOW $DOV $MKL

$478M

42 positions

#22James J. Burns & Company, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $PM

$737M

155 positions

#23Gleason Group, Inc.Active

Notable overlap · 4 shared positions

$BRZE $DHR $BHP $MKL

$1.0B

229 positions

#24Tribridge Partners Financial LLCActive

Notable overlap · 3 shared positions

$BRZE $EPAM $UNP

$242M

80 positions

#25New Covenant Trust Company, N.A.Active

Notable overlap · 4 shared positions

$BRZE $MKL $UNP $NEE

$112M

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.