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Hedge Funds Similar to Pflug Koory,

13F Portfolio OverlapQ1 2026Pflug Koory, portfolio →
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Most similar hedge funds by 13F overlap

Pflug Koory, LLC is an institutional investor managing $218M across 419 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 Pflug Koory, are Estabrook, CORDA Investment ,, BONNESS ENTERPRISES, with shared positions in $GLW, $HON, $VZ, $C, $UNP, $NSC. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive
Notable overlap · 9 shared positions
$GLW$HON$VZ$C$UNP$NSC
$685M
380 positions
#2CORDA Investment Management, LLC.Active
Notable overlap · 6 shared positions
$AMAT$GLW$HON$VZ$USB$PFE
$1.4B
80 positions
#3BONNESS ENTERPRISES INCActive
Notable overlap · 6 shared positions
$AMAT$GLW$TMO$VZ$ABT$PFE
$273M
39 positions
#4Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$SNOW$HON$TMO$MCK$LMT$ABT
$353M
78 positions
#5Hartford Financial Management Inc.Passive
Some overlap · 6 shared positions
$AMAT$HON$GLW$UNP$CSX$ABT
$392M
344 positions
#6RE ADVISERS CORPActive
Some overlap · 7 shared positions
$PH$HON$NOC$C$CSX$ALL
$3.7B
111 positions
#7Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$AMAT$GLW$USB$NSC$LMT
$184M
32 positions
#8Werlinich Asset Management, LLCActive
Some overlap · 7 shared positions
$GLW$HON$NOC$UNP$LMT$ABT
$206M
56 positions
#9MEYER HANDELMAN COActive
Some overlap · 6 shared positions
$GLW$HON$VZ$MCK$ALL$PFE
$3.2B
220 positions
#10Applied Finance Capital Management, LLCPassive
Some overlap · 5 shared positions
$AMAT$VZ$MCK$UNP$TGT
$1.3B
218 positions
#11Persium Advisors, LLCActive
Some overlap · 6 shared positions
$AMAT$HON$VZ$UNP$ABT$PFE
$127M
60 positions
#12Red Spruce Capital, LLCPassive
Some overlap · 5 shared positions
$AMAT$VZ$NOC$SNOW$ABT
$244M
94 positions
#13BCWM, LLCPassive
Some overlap · 7 shared positions
$VZ$USB$NOC$UNP$LMT$TGT
$353M
57 positions
#14BNP PARIBASActive
Some overlap · 6 shared positions
$AMAT$PH$MCK$TMO$PFE$USB
$3.1B
333 positions
#15Bill Few Associates, Inc.Passive
Some overlap · 6 shared positions
$AMAT$VZ$HON$USB$ABT$PFE
$417M
212 positions
#16SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$VZ$USB$C$UNP$WFC$LHX
$728M
79 positions
#17Evergreen Private Wealth LLCPassive
Some overlap · 4 shared positions
$AMAT$PH$TMO$TGT
$247M
86 positions
#18Talbot Financial, LLCActive
Some overlap · 4 shared positions
$AMAT$HON$TMO$NOC
$1.2B
66 positions
#19Rokos Capital Management LLPActive
Some overlap · 7 shared positions
$HON$C$GLW$LMT$AMAT$LHX
$13.2B
176 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$MCK$TMO$HON$LMT
$272M
95 positions
#21MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$AMAT$USB$TMO$LMT$WFC$TGT
$1.1B
105 positions
#22Founders Capital ManagementPassive
Some overlap · 4 shared positions
$AMAT$GLW$NOC$LMT
$205M
390 positions
#23BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$HON$VZ$USB$LMT$NSC$ABT
$199M
110 positions
#24Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$AMAT$USB$C$WFC$PFE
$588M
337 positions
#25Midwest Professional Planners, LTD.Passive
Some overlap · 6 shared positions
$AMAT$UNP$LMT$NOC$SNOW$NSC
$425M
137 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.