What hedge funds are most similar to MITCHELL & PAHL PRIVATE WEALTH, LLC?

The funds with the most similar 13F portfolios to MITCHELL & PAHL PRIVATE WEALTH, LLC are Somerset, MATTERN, Exeter Financial, 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 MITCHELL & PAHL PRIVATE WEALTH

13F Portfolio OverlapQ2 2026MITCHELL & PAHL PRIVATE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

MITCHELL & PAHL PRIVATE WEALTH, LLC is an institutional investor managing $272M across 149 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MITCHELL & PAHL PRIVATE WEALTH are Somerset, MATTERN, Exeter Financial, with shared positions in $LIN, $GD, $NEE, $WEC, $AFL, $APD. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 12 shared positions

$LIN $GD $NEE $WEC $AFL $APD

$354M

186 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 11 shared positions

$LIN $TXN $GD $ECL $NEE $WEC

$857M

166 positions

#3Exeter Financial, LLCPassive

Notable overlap · 11 shared positions

$TXN $LIN $GD $WM $AFL $USB

$261M

101 positions

#4Nicholson Wealth Management Group, LLCPassive

Notable overlap · 10 shared positions

$TXN $LIN $GD $NEE $WEC $AFL

$170M

111 positions

#5Stonebridge Financial Group, LLCPassive

Notable overlap · 10 shared positions

$LIN $NEE $GD $AFL $EMR $CB

$1.3B

275 positions

#6First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 9 shared positions

$TXN $NVS $PSX $WM $NEE $BLK

$529M

75 positions

#7BKM Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$LIN $NEE $GD $EMR $BLK $WEC

$282M

148 positions

#8Kesler, Norman & Wride, LLCPassive

Notable overlap · 9 shared positions

$TXN $PSX $GD $NEE $APD $EMR

$631M

271 positions

#9Banco de Sabadell, S.APassive

Notable overlap · 9 shared positions

$TXN $VLO $NEE $USB $APD $BLK

$170M

61 positions

#10BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$TXN $PSX $GD $APD $BLK $CB

$346M

113 positions

#11Ark Wealth Advisors LLCPassive

Notable overlap · 8 shared positions

$LIN $VLO $WM $NEE $AFL $EMR

$113M

87 positions

#12Palisade Asset Management, LLCPassive

Notable overlap · 8 shared positions

$TXN $ECL $GD $MMM $USB $BLK

$1.1B

204 positions

#13UNITED BANKActive

Notable overlap · 8 shared positions

$TXN $GD $WM $AFL $APD $BLK

$853M

130 positions

#14WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$TER $STX $LIN $NEE $BLK $ASML

$1.3B

73 positions

#15CINCINNATI INSURANCE COActive

Notable overlap · 8 shared positions

$VLO $MMM $WEC $USB $APD $BLK

$6.9B

64 positions

#16CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$TXN $LIN $NVS $NEE $MDLZ $CB

$767M

184 positions

#17Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$TXN $NVS $APD $EMR $SHW $MCD

$108M

52 positions

#18ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 9 shared positions

$TXN $NEE $BLK $CB $ECL $GD

$409M

182 positions

#19CFS Investment Advisory Services, LLCPassive

Notable overlap · 9 shared positions

$LIN $AFL $NEE $CB $AMGN $GD

$1.5B

357 positions

#20Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 8 shared positions

$VLO $MMM $WEC $USB $MDLZ $NEE

$449M

45 positions

#21Willis Investment CounselActive

Notable overlap · 7 shared positions

$TXN $VLO $AFL $MMM $GD $CB

$2.1B

125 positions

#22Smart Portfolios, LLC

Notable overlap · 7 shared positions

$TXN $PSX $USB $APD $BLK $MCD

$100M

99 positions

#23TCTC Holdings, LLCActive

Notable overlap · 7 shared positions

$LIN $NVS $WM $AFL $CB $PSX

$3.8B

240 positions

#24Cushing Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$LIN $PSX $NEE $AFL $MDLZ $CB

$145M

99 positions

#25Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$STX $PSX $NEE $MCD $AMGN $VLO

$229M

166 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.