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 Stokes Advisors,

13F Portfolio OverlapQ1 2026Stokes Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Stokes Capital Advisors, LLC is an institutional investor managing $446M across 104 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 Stokes Advisors, are Greystone Financial Group,, ROFFMAN MILLER ASSOCIATES /PA/, Stillwater Wealth Group, with shared positions in $TJX, $LMT, $IBM, $MCD, $LIN, $HON. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 9 shared positions

$TJX $LMT $IBM $MCD $LIN $HON

$353M

78 positions

#2ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$MCD $AXP $TXN $HON $CB $SYK

$1.7B

86 positions

#3Stillwater Wealth Management GroupPassive

Notable overlap · 9 shared positions

$TJX $MCD $LMT $SYK $KO $MS

$162M

77 positions

#4Focused Investors LLCActive

Notable overlap · 6 shared positions

$TJX $MCD $AXP $NOC $LMT $MS

$3.1B

22 positions

#5Vertrix Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$AXP $LMT $LIN $TJX $MS $IBM

$272M

95 positions

#6LYNCH & ASSOCIATES/INPassive

Notable overlap · 10 shared positions

$MCD $IBM $LMT $KO $NEE $HON

$533M

126 positions

#7Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$MCD $TXN $HON $CL $ABT $UNP

$98M

50 positions

#8BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TXN $TJX $HON $NEE $LIN $UNP

$506M

75 positions

#9Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$TJX $HON $KO $NEE $SYK $TXN

$336M

46 positions

#10Bath Savings Trust CoActive

Notable overlap · 9 shared positions

$TJX $NEE $SYK $ABT $SHW $MCD

$936M

168 positions

#11Capital Wealth Planning, LLCActive

Notable overlap · 5 shared positions

$TJX $MCD $AXP $IBM $KO

$18.1B

151 positions

#12LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 8 shared positions

$AXP $MCD $SYK $CB $ABT $UNP

$260M

101 positions

#13Welch Group, LLCPassive

Notable overlap · 7 shared positions

$MCD $IBM $NEE $LMT $TXN $CL

$2.7B

310 positions

#14FORBES J M & CO LLPActive

Notable overlap · 8 shared positions

$NEE $TJX $KO $LIN $ABT $HUM

$1.2B

150 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 11 shared positions

$SHW $UNP $MCD $HUM $LMT $NEE

$280M

107 positions

#16Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$KO $HON $MCD $NEE $NOC $AXP

$218M

69 positions

#17HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$KO $MCD $HON $CB $LMT $UNP

$351M

81 positions

#18Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$AXP $LIN $KO $MCD $TXN $ABT

$583M

140 positions

#19Maple Capital Management, Inc.Active

Notable overlap · 7 shared positions

$TXN $TJX $HON $MS $AXP $ABT

$1.5B

119 positions

#20HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$MCD $AXP $KO $CB $ABT $UNP

$243M

44 positions

#21Cambridge Financial Group, Inc.Active

Notable overlap · 4 shared positions

$TJX $MCD $WMB $TXN

$267M

33 positions

#22AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$TJX $TXN $NEE $MRSH $CL $IBM

$1.4B

114 positions

#23BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 8 shared positions

$MCD $KO $SYK $IBM $ABT $HON

$134M

211 positions

#24Kimelman & Baird, LLCActive

Notable overlap · 7 shared positions

$TJX $HON $IBM $LIN $UNP $MCD

$1.2B

263 positions

#25Wilkinson Global Asset Management LLCActive

Notable overlap · 6 shared positions

$TJX $TXN $SHW $LIN $UNP $MCD

$1.3B

60 positions

Compare Stokes Advisors,’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 Stokes Advisors,’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.