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 Steigerwald, Gordon & Koch

13F Portfolio OverlapQ1 2026Steigerwald, Gordon & Koch portfolio →

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Most similar hedge funds by 13F overlap

Steigerwald, Gordon & Koch Inc. is an institutional investor managing $974M across 782 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 Steigerwald, Gordon & Koch are Argyle ,, Argo Wealth Advisory,, Cohen Investment Advisors, with shared positions in $MCK, $AMGN, $DE, $IBM, $PFE, $T. The full ranking of 25 similar funds is below.

#1Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$MCK $AMGN $DE $IBM $PFE $T

$308M

137 positions

#2Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

$NEE $AMGN $MCK $SYK $ADP $PFE

$170M

48 positions

#3Cohen Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$KMI $AMGN $WFC $NEE $KO $PFE

$210M

79 positions

#4VIRTUE ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MCK $DE $NEE $TRV $WFC $AMGN

$126M

106 positions

#5CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$NEE $DE $LIN $KMI $ADP $CHKP

$739M

164 positions

#6Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$AMGN $IBM $NEE $KO $PFE $OMC

$223M

109 positions

#7Palisade Asset Management, LLCActive

Notable overlap · 7 shared positions

$AMGN $IBM $DE $ADP $SYK $ACN

$996M

195 positions

#8William B. Walkup & Associates, Inc.Active

Notable overlap · 8 shared positions

$MCK $KMI $TRV $DE $WFC $SYY

$167M

163 positions

#9Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$IBM $DE $AMGN $SYY $WFC $PFE

$170M

82 positions

#10SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 7 shared positions

$WFC $KMI $CHKP $PFE $OMC $DIS

$3.0B

40 positions

#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$NEE $SYK $CARR $ADP $ACN $DIS

$2.1B

122 positions

#12Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$DE $NEE $AMGN $ADP $T $IBM

$215M

125 positions

#13EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $KO $PFE $WFC $T $AMGN

$1.4B

56 positions

#14WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 10 shared positions

$NEE $LIN $ACN $DIS $ZTS $BA

$1.2B

69 positions

#15COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$SYK $LIN $CHKP $ADP $ACN $DE

$1.7B

87 positions

#16Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$MCK $NEE $KO $SYK $ACN $LIN

$336M

46 positions

#17CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$IBM $NEE $AMGN $KO $T $SYK

$1.3B

118 positions

#18SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$KMI $IBM $WFC $AMGN $PFE $T

$728M

79 positions

#19Shelter Mutual Insurance CoPassive

Notable overlap · 6 shared positions

$DE $IBM $LIN $NEE $PFE $OTIS

$450M

58 positions

#20Roxbury Financial LLCPassive

Notable overlap · 6 shared positions

$WFC $MCK $IBM $KO $ADP $AMGN

$126M

410 positions

#21Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$AMGN $IBM $MCK $LIN $KO

$353M

78 positions

#22R.H. Investment Group, LLCPassive

Notable overlap · 4 shared positions

$TRV $WFC $AMGN $ADP

$130M

45 positions

#23LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$SYK $AMGN $CARR $ADP $ACN $OTIS

$260M

101 positions

#24DMKC Advisory Services, LLCPassive

Notable overlap · 5 shared positions

$DE $WFC $SYY $PFE $OTIS

$240M

84 positions

#25PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$NEE $SYK $ADP $IBM $SYY $KO

$196M

53 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.