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Hedge Funds Similar to Radnor

13F Portfolio OverlapQ3 2026Radnor portfolio →
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Most similar hedge funds by 13F overlap

Radnor Capital Management, LLC is an institutional investor managing $726M across 320 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Radnor are Rodgers Brothers, Ark Wealth Advisors, Valtrion, with shared positions in $EMR, $WSM, $GLW, $AXP, $STX, $CW. The full ranking of 25 similar funds is below.

#1Rodgers Brothers Inc.Active
Some overlap · 6 shared positions
$EMR$WSM$GLW$AXP$STX$CW
$1.0B
247 positions
#2Ark Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$AXP$EMR$AFL$SCHW$CB$WM
$113M
87 positions
#3Valtrion Capital Management, LLCActive
Some overlap · 7 shared positions
$EMR$WSM$AFL$STX$ITW$WM
$134M
103 positions
#4VISION FINANCIAL MARKETS LLCPassive
Some overlap · 6 shared positions
$AZO$WSM$WM$PM$CVS$AFL
$131M
387 positions
#5Insight Inv LLCPassive
Some overlap · 4 shared positions
$AXP$WSM$EMR$GLW
$210M
108 positions
#6EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 6 shared positions
$AXP$EMR$AFL$ORLY$ITW$SYK
$204M
148 positions
#7Salvus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AXP$GLW$SCHW$STX$ORLY
$175M
132 positions
#8Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$GLW$EMR$AFL$AXP$CB$SYK
$1.4B
275 positions
#9PARTHENON LLCActive
Some overlap · 6 shared positions
$AXP$GLW$SCHW$SYK$PM$CVS
$967M
129 positions
#10CHEMUNG CANAL TRUST COActive
Some overlap · 5 shared positions
$AXP$EMR$GLW$BMY$WM
$541M
111 positions
#11GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 6 shared positions
$AXP$AFL$SCHW$EMR$ITW$CVS
$906M
153 positions
#12Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$AZO$AXP$CB$SYK
$3.0B
312 positions
#13Coign Capital Advisors LLCActive
Some overlap · 6 shared positions
$AXP$ORLY$SCHW$CB$CI$PM
$222M
88 positions
#14CACTI ASSET MANAGEMENT LLCActive
Some overlap · 6 shared positions
$AXP$GLW$STX$CB$CVS$BMY
$1.9B
79 positions
#15MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$EMR$AFL$STX$MMM$CB$WM
$277M
147 positions
#16Pettee Investors, Inc.Passive
Some overlap · 5 shared positions
$AXP$EMR$SCHW$STX$WM
$203M
115 positions
#17InvesTrustPassive
Some overlap · 7 shared positions
$EMR$AXP$MMM$BMY$ITW$PM
$247M
91 positions
#18AGP FRANKLIN, LLCPassive
Some overlap · 5 shared positions
$GLW$AFL$ORLY$AZO$MMM
$231M
93 positions
#19EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$AZO$AXP$CB$SYK
$799M
156 positions
#20Clayton Financial Group LLCActive
Some overlap · 5 shared positions
$AXP$EMR$BMY$PM$CVS
$190M
304 positions
#21Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$AXP$AFL$ORLY$SYK$WM
$4.3B
344 positions
#22Oakmont Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$EMR$GLW$SCHW$SYK$WM
$148M
114 positions
#23Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$AXP$EMR$ITW$SYK$PM
$637M
146 positions
#24Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$EMR$GLW$MMM$CB$PM
$583M
131 positions
#25Chesley Taft & Associates LLCPassive
Some overlap · 6 shared positions
$AXP$AZO$CB$ITW$SYK$WM
$2.6B
365 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.