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Hedge Funds Similar to Pflug Koory

13F Portfolio OverlapQ3 2026Pflug Koory portfolio →
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Most similar hedge funds by 13F overlap

Pflug Koory, LLC is an institutional investor managing $243M across 424 U.S. equity positions as of Q3 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, Michael Brady, MEYER HANDELMAN, with shared positions in $GLW, $C, $VZ, $UNP, $NSC, $WFC. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive
Notable overlap · 9 shared positions
$GLW$C$VZ$UNP$NSC$WFC
$739M
344 positions
#2Michael Brady & Co., LLCActive
Some overlap · 9 shared positions
$PH$UNP$CSX$HON$HONA$AXP
$110M
55 positions
#3MEYER HANDELMAN COPassive
Some overlap · 7 shared positions
$GLW$VZ$MCK$ALL$HON$HONA
$3.5B
274 positions
#4Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$GLW$VZ$CSX$UNP$LMT$EMR
$231M
125 positions
#5WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$GLW$PH$UNP$NSC$LHX
$97M
110 positions
#6RE ADVISERS CORPActive
Some overlap · 7 shared positions
$PH$C$CSX$ALL$NOC$HON
$4.0B
124 positions
#7Tufton Capital ManagementPassive
Some overlap · 6 shared positions
$GLW$NSC$WFC$TGT$LMT$EMR
$583M
131 positions
#8FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 7 shared positions
$GLW$VZ$TGT$LMT$HON$HONA
$492M
156 positions
#9Minneapolis Portfolio Management Group, LLCActive
Some overlap · 5 shared positions
$GLW$PH$USB$LMT$HONA
$1.1B
34 positions
#10CHELSEA COUNSEL COPassive
Some overlap · 6 shared positions
$GLW$TMO$HON$HONA$EMR$LHX
$236M
232 positions
#11Werlinich Asset Management, LLCActive
Some overlap · 6 shared positions
$GLW$UNP$NOC$LMT$HON$HONA
$258M
57 positions
#12TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$GLW$USB$CSX$NOC$NSC
$1.3B
220 positions
#13BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$GLW$PH$UNP$AXP
$4.1B
151 positions
#14BRAVE ASSET MANAGEMENT INCActive
Some overlap · 7 shared positions
$GLW$ALL$NOC$AXP$CSX$VZ
$467M
146 positions
#15Myriad Asset Management US LPActive
Some overlap · 6 shared positions
$TMO$GLW$C$UNP$CSX$WFC
$72M
52 positions
#16Karras Company, Inc.Active
Some overlap · 5 shared positions
$GLW$TMO$ALL$LMT$UNP
$109M
65 positions
#17Parkside Investments, LLCActive
Some overlap · 4 shared positions
$GLW$TMO$C$UNP
$879M
95 positions
#18Axiom Investment Management LLCPassive
Some overlap · 5 shared positions
$GLW$C$UNP$HON$HONA
$150M
528 positions
#19Landmark Wealth Management, LLCActive
Some overlap · 5 shared positions
$GLW$C$WFC$LMT$EMR
$418M
151 positions
#20Insight Inv LLCPassive
Some overlap · 5 shared positions
$GLW$C$ALL$AXP$EMR
$210M
108 positions
#21CHEMUNG CANAL TRUST COActive
Some overlap · 5 shared positions
$GLW$USB$UNP$AXP$EMR
$541M
111 positions
#22Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$GLW$C$WFC$TT$EMR
$248M
96 positions
#23Yoffe Investment Management, LLCPassive
Some overlap · 7 shared positions
$VZ$UNP$CSX$C$HON$HONA
$87M
113 positions
#24DMKC Advisory Services, LLCActive
Some overlap · 7 shared positions
$USB$C$ALL$WFC$TGT$LMT
$530M
92 positions
#25BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$VZ$LMT$AXP$EMR
$504M
136 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.