What hedge funds are most similar to Signet Investment Advisory Group, Inc.?

The funds with the most similar 13F portfolios to Signet Investment Advisory Group, Inc. are EDGAR LOMAX /VA, BCWM,, Beacon Harbor Wealth Advisors,, based on overlapping conviction holdings in the latest SEC filings.

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 Signet Investment Advisory Group,

13F Portfolio OverlapQ1 2026Signet Investment Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Signet Investment Advisory Group, Inc. is an institutional investor managing $218M across 69 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 Signet Investment Advisory Group, are EDGAR LOMAX /VA, BCWM,, Beacon Harbor Wealth Advisors,, with shared positions in $NEE, $USB, $PFE, $KO, $COP, $UNH. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$NEE $USB $PFE $KO $COP $UNH

$1.4B

56 positions

#2BCWM, LLCPassive

Notable overlap · 6 shared positions

$IAU $USB $DLR $PFE $NOC $LMT

$353M

57 positions

#3Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$IAU $NEE $PFE $KO $MDT $UNH

$477M

70 positions

#4Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$HON $NEE $KO $ACN $MDT $ETN

$336M

46 positions

#5FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 9 shared positions

$MCD $NEE $KO $HON $COP $MDT

$5.0B

201 positions

#6CPA Asset Management LLCActive

Notable overlap · 5 shared positions

$IAU $NEE $MCD $AMGN $AXP

$298M

99 positions

#7LifePlan Financial, LLCPassive

Notable overlap · 6 shared positions

$IAU $USB $MDT $CVS $MCD $COP

$135M

83 positions

#8Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

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

$446M

104 positions

#9Yeomans Consulting Group, Inc.

Notable overlap · 4 shared positions

$IAU $KO $NEE $USB

$341M

113 positions

#10Core Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $NEE $MCD

$326M

40 positions

#11HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 9 shared positions

$USB $WM $DLR $MCD $LMT $NEE

$280M

107 positions

#12U S WEALTH GROUP, LLC.

Notable overlap · 8 shared positions

$HON $PFE $MCD $ADBE $UNH $LMT

$152M

43 positions

#13CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$USB $PFE $KO $MCD $HON $MDT

$1.4B

80 positions

#14FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $NEE $KO $ETN

$1.2B

150 positions

#15Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

$NEE $HON $PFE $ACN $UNH $LMT

$170M

48 positions

#16DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$HON $WM $MCD $ADBE $MDT $AMGN

$253M

92 positions

#17RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$HON $MCD $NOC $COP $CSX $UNH

$3.7B

111 positions

#18Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$MCD $USB $WM $LMT $COP $AMGN

$245M

98 positions

#19WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $USB $COP $NOC

$508M

107 positions

#20Stablepoint Partners, LLCPassive

Notable overlap · 9 shared positions

$NEE $IAU $KO $LMT $AMGN $MCD

$673M

260 positions

#21Providence Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$NEE $HON $WM $KO $AMGN

$157M

80 positions

#22Arnhold LLCActive

Notable overlap · 4 shared positions

$IAU $PFE $UNH $ADBE

$1.4B

118 positions

#23Stonebridge Capital Advisors LLCPassive

Notable overlap · 7 shared positions

$USB $MCD $COP $KO $MDT $ETN

$1.4B

211 positions

#24Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $NEE $KO

$175M

53 positions

#25Modus Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $MCD $NEE $LMT $USB

$363M

117 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.