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 Pavion Blue ,

13F Portfolio OverlapQ1 2026Pavion Blue , portfolio →

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Most similar hedge funds by 13F overlap

Pavion Blue Capital, LLC is an institutional investor managing $230M across 108 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 Pavion Blue , are DCM Advisors,, Matthew Goff Investment Advisor,, TRUSTCO BANK N Y, with shared positions in $BAC, $AXP, $DIS, $AIG, $WFC, $COP. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive

Notable overlap · 8 shared positions

$BAC $AXP $DIS $AIG $WFC $COP

$220M

38 positions

#2Matthew Goff Investment Advisor, LLCPassive

Notable overlap · 9 shared positions

$BAC $AXP $GE $DIS $GEV $UL

$600M

107 positions

#3TRUSTCO BANK CORP N YPassive

Notable overlap · 8 shared positions

$AXP $GE $GEV $KO $DIS $MCD

$113M

71 positions

#4Wynn Capital, LLCPassive

Notable overlap · 10 shared positions

$AXP $WFC $FDX $GE $BAC $GEV

$195M

107 positions

#5BOYAR ASSET MANAGEMENT INC.Passive

Notable overlap · 8 shared positions

$BAC $DIS $MDLZ $MKL $MCD $KO

$176M

78 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$MDLZ $KO $BAC $AIG $WFC $FDX

$1.4B

56 positions

#7Financial Avengers, Inc.Active

Notable overlap · 7 shared positions

$BAC $AXP $DIS $SBUX $GE $GEV

$219M

151 positions

#8PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 6 shared positions

$AXP $BAC $WFC $GE $COP $GEV

$166M

72 positions

#9Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$AXP $BAC $MCD $WFC $IBM $UPS

$170M

82 positions

#10CFC Planning Co LLCPassive

Notable overlap · 6 shared positions

$AXP $DIS $KO $COP $IBM $UPS

$140M

72 positions

#11HOERTKORN RICHARD CHARLESActive

Notable overlap · 7 shared positions

$BAC $GE $GEV $MCD $INTC $DIS

$122M

75 positions

#12SEARLE & CO.Passive

Notable overlap · 6 shared positions

$AXP $BAC $YUM $MCD $IBM $NOC

$398M

194 positions

#13Drexel Morgan & Co.Active

Notable overlap · 7 shared positions

$AXP $KO $DIS $IBM $UPS $MCD

$682M

60 positions

#14CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$BAC $GE $GEV $KO $IBM $UPS

$1.3B

118 positions

#15FOUNDERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$AXP $KO $FDX $DIS $UPS $BAC

$608M

74 positions

#16Viewpoint Capital Management LLCActive

Notable overlap · 4 shared positions

$BAC $GE $GEV $AIG

$214M

135 positions

#17BERKSHIRE HATHAWAY INCSmart money

Notable overlap · 3 shared positions

$BAC $AXP $KO

$263.1B

29 positions

#18HS Management Partners, LLCActive

Notable overlap · 5 shared positions

$AXP $DIS $KO $MCD $SBUX

$286M

24 positions

#19Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$BAC $KO $WFC $DIS $MCD $UPS

$210M

79 positions

#20NS Partners LtdActive

Notable overlap · 8 shared positions

$KO $GEV $YUM $GE $BAC $MCD

$2.2B

71 positions

#21Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$BAC $KO $WFC $AXP $IBM

$202M

72 positions

#22American Assets Investment Management, LLCActive

Notable overlap · 6 shared positions

$BAC $WFC $GE $IBM $FDX $PSX

$1.5B

146 positions

#23Focused Investors LLCActive

Notable overlap · 5 shared positions

$AXP $DIS $FDX $MCD $NOC

$3.1B

22 positions

#24Bell & Brown Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$DIS $WFC $AXP $FDX $KO $MCD

$308M

68 positions

#25GRIFFIN ASSET MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$BAC $WFC $AXP $KO $DIS $GEV

$887M

228 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.