13F Pro

Hedge Funds Similar to Radnor ,

13F Portfolio OverlapQ1 2026Radnor , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Radnor Capital Management, LLC is an institutional investor managing $712M across 312 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 Radnor , are Pettee Investors,, Insight Inv, CapWealth Advisors,, with shared positions in $IBM, $AXP, $GE, $SCHW, $EMR, $WM. The full ranking of 25 similar funds is below.

#1Pettee Investors, Inc.Passive
Some overlap · 6 shared positions
$IBM$AXP$GE$SCHW$EMR$WM
$194M
115 positions
#2Insight Inv LLCPassive
Some overlap · 5 shared positions
$IBM$AXP$EMR$WSM$GLW
$183M
104 positions
#3CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$IBM$GEV$GE$GLW$CEG$SYK
$1.3B
118 positions
#4Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$IBM$GEV$GE$GLW$AFL$CB
$685M
380 positions
#5HFM Investment Advisors, LLCActive
Some overlap · 6 shared positions
$IBM$GEV$GE$MMM$BMY$CEG
$260M
1,210 positions
#6Wynn Capital, LLCPassive
Some overlap · 6 shared positions
$AXP$GE$SCHW$IBM$GEV$MMM
$195M
107 positions
#7MEYER HANDELMAN COActive
Some overlap · 6 shared positions
$IBM$GE$GEV$GLW$BMY$ITW
$3.2B
220 positions
#8TRUSTCO BANK CORP N YPassive
Some overlap · 5 shared positions
$GEV$AXP$GE$IBM$EMR
$113M
71 positions
#9CHILTON INVESTMENT CO INC.Active
Some overlap · 5 shared positions
$IBM$AXP$AZO$ORLY$WM
$4.3B
280 positions
#10Massachusetts Wealth ManagementPassive
Some overlap · 6 shared positions
$GEV$GE$EMR$GLW$MMM$ITW
$231M
98 positions
#11Parrish Capital LLCPassive
Some overlap · 5 shared positions
$GEV$AXP$GE$EMR$SCHW
$112M
86 positions
#12LaFleur & Godfrey LLCActive
Some overlap · 6 shared positions
$GEV$AXP$IBM$CEG$CW$SYK
$803M
141 positions
#13Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$AXP$EMR$SCHW$AFL$CB$WM
$101M
80 positions
#14Rodgers Brothers Inc.Passive
Some overlap · 6 shared positions
$EMR$WSM$AXP$GLW$IBM$CW
$866M
242 positions
#15BONNESS ENTERPRISES INCActive
Some overlap · 7 shared positions
$IBM$EMR$GLW$BMY$SYK$GE
$273M
39 positions
#16Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$IBM$AXP$GEV$GE
$78M
111 positions
#17VAN STRUM & TOWNE INC.Passive
Some overlap · 5 shared positions
$IBM$EMR$AXP$GE$GEV
$343M
111 positions
#18Commerce Advisors, LLCPassive
Some overlap · 4 shared positions
$AZO$IBM$BMY$AXP
$119M
122 positions
#19EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 6 shared positions
$AXP$EMR$ORLY$AFL$ITW$SYK
$201M
140 positions
#20STONEBRIDGE CAPITAL MANAGEMENT INCPassive
Some overlap · 7 shared positions
$IBM$WSM$CB$ITW$SYK$EMR
$220M
80 positions
#21BAXTER BROS INCPassive
Some overlap · 5 shared positions
$AXP$GE$SCHW$GEV$CB
$810M
166 positions
#22NovaPoint Capital, LLCPassive
Some overlap · 5 shared positions
$IBM$GEV$AFL$GLW$CB
$399M
79 positions
#23Long Road Investment Counsel, LLCActive
Some overlap · 6 shared positions
$GE$GEV$ORLY$AFL$ITW$SYK
$255M
78 positions
#24Next Level Private LLCPassive
Some overlap · 4 shared positions
$IBM$GEV$GE$BMY
$443M
175 positions
#25FISHMAN JAY A LTD/MIActive
Some overlap · 6 shared positions
$GEV$AXP$GE$CEG$SYK$SCHW
$1.1B
76 positions

Compare Radnor ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Radnor ,’s holdings

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.