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 Signature Wealth Group

13F Portfolio OverlapQ1 2026Signature Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Signature Wealth Management Group is an institutional investor managing $263M across 128 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 Signature Wealth Group are OLD REPUBLIC INTERNATIONAL, Coston, McIsaac & Partners, Welch Group, with shared positions in $SO, $PEP, $TXN, $VLO, $PFE, $UPS. The full ranking of 25 similar funds is below.

#1OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 10 shared positions

$SO $PEP $TXN $VLO $PFE $UPS

$2.7B

54 positions

#2Coston, McIsaac & PartnersPassive

Notable overlap · 9 shared positions

$SO $KMB $PEP $TXN $PAYX $HSY

$497M

948 positions

#3Welch Group, LLCPassive

Notable overlap · 8 shared positions

$SO $TFC $TXN $PFE $KMB $PAYX

$2.9B

326 positions

#4St. Louis Trust CoActive

Notable overlap · 6 shared positions

$SO $PEP $TXN $BMY $NKE $KMB

$875M

125 positions

#5M3 Wealth Management, LLCActive

Notable overlap · 5 shared positions

$VLO $SO $O $TGT $PEP

$154M

35 positions

#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$SO $HSY $PEP $TGT $O $MCD

$201M

57 positions

#7Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$BMY $PFE $TFC $TGT $UPS $MCD

$229M

166 positions

#8EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$SO $PFE $TGT $TXN $BMY $PEP

$1.3B

58 positions

#9Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$KMB $PFE $PEP $BMY $SO $MCD

$199M

38 positions

#10Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$WMB $VLO $TGT $TXN $MCD $BA

$287M

33 positions

#11Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$KMB $O $TXN $UPS $PAYX $GIS

$112M

63 positions

#12ADVOCATE GROUP LLCPassive

Notable overlap · 8 shared positions

$SO $PFE $BMY $TGT $TXN $UPS

$665M

122 positions

#13CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$TFC $TXN $KMB $UPS $BMY $TGT

$1.5B

184 positions

#14Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$HSY $BMY $PEP $PAYX $MCD $SNA

$455M

57 positions

#15Willis Investment CounselActive

Notable overlap · 7 shared positions

$PFE $TXN $PAYX $HSY $PEP $VLO

$2.1B

125 positions

#16Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$O $TGT $KMB $PEP $PFE $BA

$797M

110 positions

#17Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$O $PEP $TXN $PFE $PAYX $NKE

$272M

72 positions

#18Mason & Associates, LLCSmart money

Notable overlap · 4 shared positions

$SO $TFC $UPS $MCD

$481M

45 positions

#19BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$HSY $TGT $TXN $PAYX $GIS $NKE

$235M

33 positions

#20Econ Financial Services CorpPassive

Notable overlap · 5 shared positions

$HSY $KMB $PFE $UPS $BA

$214M

72 positions

#21CAPITAL ADVISORS INC/OKActive

Notable overlap · 6 shared positions

$WMB $PEP $SO $TXN $O $BA

$6.8B

374 positions

#22DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$O $TGT $KMB $PEP $PFE $BA

$530M

92 positions

#23Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$PFE $TFC $SO $O $PEP

$226M

42 positions

#24Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$LAMR $TXN $UPS $PFE $GIS $BA

$160M

124 positions

#25Gilman Hill Asset Management, LLCPassive

Notable overlap · 6 shared positions

$BMY $O $LAMR $UPS $PFE $KMB

$731M

236 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.