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 Slocum, Gordon & LLP

13F Portfolio OverlapQ1 2026Slocum, Gordon & LLP portfolio →

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Most similar hedge funds by 13F overlap

Slocum, Gordon & Co LLP is an institutional investor managing $147M across 64 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 Slocum, Gordon & LLP are FUKOKU MUTUAL LIFE INSURANCE, SKBA, EDGAR LOMAX /VA, with shared positions in $NEE, $MCD, $DUK, $AEP, $T, $PFE. The full ranking of 25 similar funds is below.

#1FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 9 shared positions

$NEE $MCD $DUK $AEP $T $PFE

$1.5B

235 positions

#2SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 11 shared positions

$COP $T $PFE $AEP $VZ $WY

$728M

79 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $DUK $T $PFE $COP $LMT

$1.4B

56 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$VZ $DUK $T $MCD $LMT $SBUX

$220M

148 positions

#5Welch Group, LLCPassive

Notable overlap · 7 shared positions

$NEE $MCD $VZ $AEP $PFE $LMT

$2.7B

310 positions

#6GQG Partners LLCActive

Notable overlap · 7 shared positions

$VZ $AEP $T $DUK $OXY $NEE

$63.1B

81 positions

#7Estabrook Capital ManagementPassive

Notable overlap · 11 shared positions

$COP $WMB $PFE $VZ $GE $GEV

$685M

380 positions

#8Persium Advisors, LLCActive

Notable overlap · 8 shared positions

$VZ $T $DUK $PFE $COP $MCD

$127M

60 positions

#9Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

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

$199M

40 positions

#10Harrison Street Private Wealth LLCActive

Notable overlap · 4 shared positions

$NEE $AEP $WMB $UNP

$76M

21 positions

#11Bruce & Co., Inc.Active

Notable overlap · 4 shared positions

$NEE $DUK $T $PFE

$350M

41 positions

#12Asset Management Advisors, LLCSmart money

Notable overlap · 4 shared positions

$NEE $VZ $WMB $OXY

$181M

17 positions

#13CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$DUK $NEE $T $WMB $GE $GEV

$1.3B

118 positions

#14Constitution Capital LLCActive

Notable overlap · 8 shared positions

$NEE $DUK $AEP $UNP $GEV $MCD

$200M

61 positions

#15Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$VZ $MCD $UL $T $MMM

$237M

32 positions

#16DiNuzzo Private Wealth, Inc.Active

Notable overlap · 7 shared positions

$NEE $MCD $IBM $COP $D $T

$928M

1,345 positions

#17Willis Investment CounselActive

Notable overlap · 8 shared positions

$COP $PFE $T $VZ $LMT $AEP

$1.8B

123 positions

#18Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$AEP $NEE $T $DUK $COP $LMT

$1.4B

52 positions

#19Griffith & Werner, Inc.Active

Notable overlap · 6 shared positions

$VZ $DUK $T $PFE $LMT $IBM

$202M

72 positions

#20Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$VZ $NEE $MCD $PFE $IBM

$223M

109 positions

#21Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$DUK $COP $NEE $T $UL $BDX

$9.8B

213 positions

#22FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$COP $MCD $WMB $NEE $AEP $LMT

$5.0B

201 positions

#23Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$NEE $COP $VZ $PFE $WY $IBM

$232M

44 positions

#24POM Investment Strategies, LLCPassive

Notable overlap · 8 shared positions

$VZ $DUK $GE $COP $IBM $GEV

$80M

433 positions

#25Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$DUK $NEE $T $VZ $COP $LMT

$215M

125 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.