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,, Somerset, 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 OverlapQ1 2026ICW Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

ICW Investment Advisors LLC is an institutional investor managing $277M across 147 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 ICW Investment Advisors are JLB & ASSOCIATES, Stokes Advisors,, Somerset, with shared positions in $CASY, $ORLY, $TJX, $NOC, $ROST, $SHW. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive

Notable overlap · 7 shared positions

$CASY $ORLY $TJX $NOC $ROST $SHW

$696M

70 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $NOC $LIN $LMT $SHW $MCD

$446M

104 positions

#3Somerset Trust CoPassive

Notable overlap · 9 shared positions

$LIN $MCD $AMGN $ABT $GD $LHX

$326M

174 positions

#4MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$COR $LIN $SHW $MCD $ABT $GD

$835M

170 positions

#5Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$LMT $MCD $LIN $AMGN $GD $KO

$245M

98 positions

#6Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$TJX $LIN $LMT $MCD $AMGN $ABT

$353M

78 positions

#7TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 7 shared positions

$TJX $NOC $FAST $AMGN $ORLY $ABT

$1.2B

215 positions

#8Palisade Asset Management, LLCActive

Notable overlap · 7 shared positions

$TJX $MCD $AMGN $ABT $GD $LHX

$996M

195 positions

#9EADS & HEALD WEALTH MANAGEMENTPassive

Notable overlap · 7 shared positions

$COR $ORLY $AMGN $FAST $MCD $NOC

$201M

140 positions

#10Aurdan Capital Management, LLCActive

Some overlap · 7 shared positions

$COR $ROST $AMGN $ABT $KO $ADP

$333M

88 positions

#11Bath Savings Trust CoActive

Some overlap · 8 shared positions

$TJX $SHW $ABT $MCD $ADP $CASY

$936M

168 positions

#12BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$TJX $AMGN $MCD $ABT $GD $ADP

$321M

110 positions

#13NICHOLAS COMPANY, INC.Active

Some overlap · 6 shared positions

$ORLY $TJX $SHW $MCD $FAST $KO

$5.1B

203 positions

#14DEARBORN PARTNERS LLCActive

Some overlap · 6 shared positions

$CASY $SHW $MCD $ABT $ADP $ITW

$1.8B

269 positions

#15Sierra Legacy GroupPassive

Some overlap · 6 shared positions

$TJX $NOC $ROST $LMT $ADP $GD

$131M

77 positions

#16THOMAS STORY & SON LLCPassive

Some overlap · 8 shared positions

$ORLY $FAST $ABT $GD $KO $ITW

$261M

51 positions

#17Peachtree Investment Partners, LLCActive

Some overlap · 9 shared positions

$COR $TJX $NOC $ADP $ROST $ABT

$262M

129 positions

#18Meadowbrook Advisors Group, LLCPassive

Some overlap · 7 shared positions

$ORLY $AMGN $TJX $MCD $GD $KO

$168M

136 positions

#19Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$TJX $LIN $LMT $MCD $AMGN $KO

$272M

95 positions

#20Hardworking Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$MCD $FAST $AMGN $ADP $KO $ITW

$107M

83 positions

#21Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$LIN $MCD $ABT $KO $ITW $ADP

$583M

140 positions

#22TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 7 shared positions

$SHW $AMGN $ABT $MCD $GD $FAST

$911M

918 positions

#23Kesler, Norman & Wride, LLCPassive

Some overlap · 6 shared positions

$COR $LMT $AMGN $ABT $GD $LHX

$581M

245 positions

#24HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 7 shared positions

$SHW $MCD $LMT $ADP $TJX $ABT

$280M

107 positions

#25Hendershot Investments Inc.Active

Some overlap · 6 shared positions

$TJX $ROST $FAST $GD $ADP $RMD

$744M

129 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.