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 PFW Advisors

13F Portfolio OverlapQ1 2026PFW Advisors portfolio →

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Most similar hedge funds by 13F overlap

PFW Advisors LLC is an institutional investor managing $343M across 124 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 PFW Advisors are CITY /FL, CULLINAN ASSOCIATES, Meadow Creek Wealth Advisors, with shared positions in $KO, $NEE, $MCD, $GD, $AMGN, $ADI. The full ranking of 25 similar funds is below.

#1CAPITAL CITY TRUST CO/FLActive

Notable overlap · 4 shared positions

$KO $NEE $MCD $GD

$437M

114 positions

#2CULLINAN ASSOCIATES INCActive

Notable overlap · 3 shared positions

$KO $MCD $AMGN

$1.2B

207 positions

#3Meadow Creek Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$KO $MCD $ADI $AMGN

$155M

135 positions

#4Somerset Trust CoPassive

Some overlap · 12 shared positions

$PSX $NEE $MCD $ITW $ABT $PAYX

$326M

174 positions

#5MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 12 shared positions

$PSX $NEE $MCD $ABT $AWK $ACN

$835M

170 positions

#6HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$KO $MCD $ABT $ADI $WEC $ZTS

$243M

44 positions

#7Howard Capital Management Group, LLCActive

Some overlap · 7 shared positions

$VMC $KO $ICE $ZTS $ACN $AMGN

$1.5B

143 positions

#8Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$KO $PSX $NEE $MCD $LHX $AMGN

$223M

109 positions

#9Guinness Asset Management LTDActive

Some overlap · 5 shared positions

$KO $ICE $ITW $MDLZ $PAYX

$5.8B

143 positions

#10PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 11 shared positions

$NEE $ITW $PSX $MCD $ABT $LIN

$763M

214 positions

#11Drexel Morgan & Co.Active

Some overlap · 3 shared positions

$KO $MCD $ABT

$682M

60 positions

#12ZWJ INVESTMENT COUNSEL INCPassive

Some overlap · 4 shared positions

$KO $PSX $MDLZ $ACN

$2.8B

241 positions

#13Socorro Asset Management LPPassive

Some overlap · 3 shared positions

$KO $NEE $ICE

$221M

32 positions

#14BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 7 shared positions

$KO $MCD $ABT $ADI $ECL $WEC

$134M

211 positions

#15Nicholson Wealth Management Group, LLCPassive

Some overlap · 9 shared positions

$PSX $NEE $MCD $LIN $ADI $LHX

$172M

114 positions

#16Proactive Wealth Strategies LLCPassive

Some overlap · 3 shared positions

$KO $VMC $AMGN

$532M

210 positions

#17Narwhal Capital ManagementActive

Some overlap · 6 shared positions

$VMC $NEE $ICE $ADI $LHX $GD

$1.4B

169 positions

#18EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$KO $NEE $ABT $MDLZ $ACN $GD

$1.4B

56 positions

#19STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Some overlap · 6 shared positions

$VMC $KO $ITW $ABT $ZTS $AMGN

$126.9B

113 positions

#20RBO & CO LLCActive

Some overlap · 5 shared positions

$KO $MCD $ABT $MDLZ $ZTS

$620M

57 positions

#21Kennon-Green & Company, LLCActive

Some overlap · 3 shared positions

$KO $MCD $MDLZ

$122M

39 positions

#22THOMAS STORY & SON LLCPassive

Some overlap · 9 shared positions

$KO $ITW $ABT $ACN $PAYX $LIN

$261M

51 positions

#23Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$KO $MCD $ITW $ABT $LIN $ECL

$583M

140 positions

#24SCHULHOFF & CO INCPassive

Some overlap · 6 shared positions

$KO $MCD $ABT $MDLZ $ACN $GD

$243M

133 positions

#25Windle Wealth, LLCActive

Some overlap · 3 shared positions

$KO $MCD $ITW

$237M

32 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.