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 Exeter Financial,, MATTERN ,, 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 MITCHELL & PAHL PRIVATE WEALTH,

13F Portfolio OverlapQ1 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 Q1 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 Exeter Financial,, MATTERN ,, Somerset, with shared positions in $WM, $GD, $LIN, $AFL, $VZ, $TXN. The full ranking of 25 similar funds is below.

#1Exeter Financial, LLCPassive

Notable overlap · 12 shared positions

$WM $GD $LIN $AFL $VZ $TXN

$245M

98 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 11 shared positions

$PSX $NEE $LIN $GD $WEC $AFL

$835M

170 positions

#3Somerset Trust CoPassive

Notable overlap · 9 shared positions

$LIN $NEE $GD $WEC $PSX $AFL

$326M

174 positions

#4Nicholson Wealth Management Group, LLCPassive

Notable overlap · 9 shared positions

$PSX $LIN $NEE $GD $WEC $TXN

$172M

114 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$NEE $GD $TXN $CCZ $USB $MDLZ

$1.4B

56 positions

#6Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 10 shared positions

$VLO $WEC $MMM $NEE $MDLZ $UNH

$412M

46 positions

#7Ark Wealth Advisors LLCPassive

Notable overlap · 7 shared positions

$LIN $VLO $NEE $WM $AFL $MCD

$101M

80 positions

#8TCTC Holdings, LLCActive

Notable overlap · 8 shared positions

$LIN $WM $NVS $AFL $PSX $BAC

$3.5B

220 positions

#9CINCINNATI INSURANCE COActive

Notable overlap · 8 shared positions

$VLO $WEC $APD $MCD $MMM $USB

$6.6B

63 positions

#10SCHULHOFF & CO INCPassive

Notable overlap · 9 shared positions

$GD $EMR $USB $VZ $WM $T

$243M

133 positions

#11Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$NEE $NVS $GD $CCZ $T $UNH

$9.8B

213 positions

#12Willis Investment CounselActive

Notable overlap · 7 shared positions

$VLO $GD $AFL $VZ $TXN $MCD

$1.8B

123 positions

#13Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$PSX $NEE $STX $VZ $MCD $BAC

$223M

109 positions

#14SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$PSX $MMM $VZ $TXN $APD $USB

$728M

79 positions

#15Meadowbrook Advisors Group, LLCPassive

Notable overlap · 7 shared positions

$NEE $GD $ECL $TXN $APD $MCD

$168M

136 positions

#16Palisade Asset Management, LLCActive

Notable overlap · 7 shared positions

$ECL $GD $MMM $TXN $MCD $USB

$996M

195 positions

#17Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$NEE $WM $STX $VZ $T $BAC

$215M

125 positions

#18LS Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$LIN $ECL $EMR $SHW $BAC $WM

$668M

126 positions

#19Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 7 shared positions

$WM $MMM $GD $VZ $MCD $T

$302M

93 positions

#20DEARBORN PARTNERS LLCActive

Notable overlap · 7 shared positions

$WEC $VZ $TXN $MCD $ECL $NEE

$1.8B

269 positions

#21CINCINNATI FINANCIAL CORPActive

Notable overlap · 9 shared positions

$VLO $MCD $MDLZ $UNH $APD $USB

$5.0B

55 positions

#22MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$NEE $AFL $MCD $MMM $EMR $USB

$409M

127 positions

#23BAHL & GAYNOR INCActive

Notable overlap · 7 shared positions

$NEE $SRE $MCD $MDLZ $UNH $GD

$19.8B

327 positions

#24Center for Wealth Management AdvisoryActive

Some overlap · 7 shared positions

$GD $VZ $CCZ $USB $MDLZ $SHW

$139M

62 positions

#25Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$NEE $LIN $EMR $BAC $MCD $WM

$568M

460 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.