What hedge funds are most similar to Patrick Mauro Investment Advisor, INC.?

The funds with the most similar 13F portfolios to Patrick Mauro Investment Advisor, INC. are Miramar ,, Heathbridge Ltd., CORDA Investment ,, 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 Patrick Mauro Investment Advisor,

13F Portfolio OverlapQ1 2026Patrick Mauro Investment Advisor, portfolio →

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Most similar hedge funds by 13F overlap

Patrick Mauro Investment Advisor, INC. is an institutional investor managing $199M across 40 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 Patrick Mauro Investment Advisor, are Miramar ,, Heathbridge Ltd., CORDA Investment ,, with shared positions in $VZ, $CME, $MCD, $LMT, $WM, $BMY. The full ranking of 25 similar funds is below.

#1Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$VZ $CME $MCD $LMT $WM $BMY

$449M

56 positions

#2Heathbridge Capital Management Ltd.Active

Notable overlap · 4 shared positions

$VZ $KMB $ADP $AEP

$275M

29 positions

#3CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$CME $VZ $CNA $PFE $MCD $MDLZ

$1.4B

80 positions

#4Welch Group, LLCPassive

Notable overlap · 8 shared positions

$LMT $MCD $VZ $PFE $AEP $KMB

$2.7B

310 positions

#5Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$VZ $MCD $AEP $PFE $LMT $DUK

$147M

64 positions

#6America First Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$CME $PFE $ADP $ABT

$536M

41 positions

#7CINCINNATI FINANCIAL CORPActive

Notable overlap · 7 shared positions

$CME $MCD $MDLZ $ADP $APD $DOV

$5.0B

55 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$CME $VZ $LMT $MCD $SO $DUK

$220M

148 positions

#9Willis Investment CounselActive

Notable overlap · 7 shared positions

$LMT $PFE $ADP $VZ $AEP $MCD

$1.8B

123 positions

#10Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$VZ $LMT $CME $PFE $MDLZ $ADP

$139M

62 positions

#11WILSEY ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$VZ $PFE $CAG

$638M

25 positions

#12Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 6 shared positions

$VZ $WM $MCD $LMT $BMY $PFE

$302M

93 positions

#13Capstone Financial Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$DHR $MCD $CME $DOV

$1.9B

187 positions

#14YCG, LLCActive

Notable overlap · 4 shared positions

$LIN $CME $WM $CNI

$1.1B

42 positions

#15WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$LIN $CME $LMT $CNI $DUK $WM

$1.2B

69 positions

#16Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LIN $LMT $WM $MCD $DUK $ABT

$353M

78 positions

#17CAPITAL COUNSEL LLC/NYSmart money

Notable overlap · 3 shared positions

$CME $ADP $DHR

$2.4B

62 positions

#18RBO & CO LLCActive

Notable overlap · 8 shared positions

$MCD $WM $LMT $MDLZ $KMB $ABT

$620M

57 positions

#19Measured Risk Portfolios, Inc.Passive

Notable overlap · 5 shared positions

$VZ $CME $KMB $AEP $DUK

$91M

66 positions

#20SPRING CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$MCD $ADP $KMB $VZ $APD

$198M

49 positions

#21Wills Financial Group LLCPassive

Notable overlap · 7 shared positions

$LMT $DHR $KMB $PFE $VZ $SO

$265M

75 positions

#22Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$MCD $LMT $AEP $DUK $APD $AMCR

$184M

32 positions

#23Brentview Investment Management LLCPassive

Notable overlap · 3 shared positions

$CME $LIN $WM

$231M

63 positions

#24Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$CME $ADP $WM $VZ $SO $DUK

$215M

125 positions

#25Compass Ion Advisors, LLCActive

Notable overlap · 3 shared positions

$DHR $DUK $DOV

$1.0B

279 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.