What hedge funds are most similar to ICW Investment Advisors LLC?

The funds with the most similar 13F portfolios to ICW Investment Advisors LLC are JLB & ASSOCIATES, Stokes Advisors, BRADY FAMILY WEALTH, 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 ICW Investment Advisors

13F Portfolio OverlapQ3 2026ICW Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

ICW Investment Advisors LLC is an institutional investor managing $281M across 143 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 ICW Investment Advisors are JLB & ASSOCIATES, Stokes Advisors, BRADY FAMILY WEALTH, with shared positions in $CASY, $ORLY, $ROST, $TJX, $AMGN, $PEP. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive

Notable overlap · 9 shared positions

$CASY $ORLY $ROST $TJX $AMGN $PEP

$740M

68 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$LIN $TJX $SHW $PEP $LMT $NOC

$455M

118 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$TJX $AMGN $PEP $APH $ADP $GD

$346M

113 positions

#4Somerset Trust CoPassive

Notable overlap · 9 shared positions

$LIN $AMGN $ADP $GD $MCD $ROST

$354M

186 positions

#5MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$LIN $COR $SHW $AMGN $APH $ADP

$857M

166 positions

#6First Long Island Investors, LLCActive

Notable overlap · 9 shared positions

$FAST $AMGN $APH $ADP $PEP $MCD

$1.4B

73 positions

#7TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 8 shared positions

$TJX $ORLY $FAST $AMGN $PEP $ADP

$1.3B

220 positions

#8Bath Savings Trust CoActive

Notable overlap · 9 shared positions

$TJX $SHW $APH $ADP $MCD $CASY

$966M

178 positions

#9Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$LIN $AMGN $PEP $ADP $LMT $GD

$265M

100 positions

#10DEARBORN PARTNERS LLCPassive

Notable overlap · 7 shared positions

$CASY $SHW $APH $ADP $MCD $ABT

$1.8B

269 positions

#11CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$ORLY $LIN $SHW $TJX $APH $ADP

$435M

70 positions

#12McKinley Carter Wealth Services, Inc.Active

Notable overlap · 7 shared positions

$ORLY $LIN $TJX $APH $PEP $GD

$2.0B

323 positions

#13HARVEY INVESTMENT CO LLCActive

Notable overlap · 7 shared positions

$ORLY $TJX $FAST $PEP $APH $ABT

$926M

100 positions

#14RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 8 shared positions

$TJX $PEP $APH $ORLY $MCD $ITW

$794M

188 positions

#15Nicholson Wealth Management Group, LLCPassive

Notable overlap · 7 shared positions

$LIN $SHW $AMGN $PEP $APH $GD

$170M

111 positions

#16Union Heritage Capital, LLCPassive

Notable overlap · 7 shared positions

$ORLY $PEP $APH $LMT $CASY $AMGN

$295M

65 positions

#17Sierra Legacy GroupPassive

Notable overlap · 7 shared positions

$ROST $TJX $APH $ADP $LMT $NOC

$129M

79 positions

#18WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 8 shared positions

$TJX $APH $ADP $MCD $PEP $ABT

$958M

151 positions

#19Machina Capital S.A.S.Passive

Notable overlap · 9 shared positions

$GD $TJX $ABT $PEP $LIN $APH

$631M

368 positions

#20Legacy Financial Strategies, LLCActive

Notable overlap · 7 shared positions

$LIN $SHW $FAST $ADP $MCD $ABT

$615M

145 positions

#21TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 7 shared positions

$SHW $FAST $AMGN $PEP $GD $MCD

$1.0B

1,024 positions

#22Palisade Asset Management, LLCPassive

Some overlap · 7 shared positions

$TJX $AMGN $PEP $ADP $GD $MCD

$1.1B

204 positions

#23LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 8 shared positions

$AMGN $PEP $ADP $MCD $ABT $ITW

$273M

104 positions

#24CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 7 shared positions

$TJX $AMGN $APH $PEP $LMT $MCD

$1.2B

203 positions

#25EADS & HEALD WEALTH MANAGEMENTPassive

Some overlap · 7 shared positions

$ORLY $AMGN $COR $APH $FAST $SHW

$204M

148 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.