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 Roxbury Financial

13F Portfolio OverlapQ2 2026Roxbury Financial portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Roxbury Financial LLC is an institutional investor managing $126M across 410 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 Roxbury Financial are Greystone Financial Group,, Vertrix Wealth ,, MORGAN DEMPSEY, with shared positions in $LMT, $IBM, $MCK, $LOW, $DUK, $MCD. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 9 shared positions

$LMT $IBM $MCK $LOW $DUK $MCD

$353M

78 positions

#2Vertrix Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$LMT $LOW $MCK $DUK $IBM $MCD

$272M

95 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$WFC $IBM $LMT $DUK $PFH $MCD

$220M

148 positions

#4Biondo Investment Advisors, LLCActive

Notable overlap · 9 shared positions

$LMT $IBM $LOW $DUK $MCD $ADP

$780M

82 positions

#5HAMEL ASSOCIATES, INC.Passive

Notable overlap · 10 shared positions

$CB $LMT $DUK $MCD $KO $IBM

$351M

81 positions

#6Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$IBM $LMT $CB $MCD $HUM $KO

$446M

104 positions

#7Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$WFC $MCK $IBM $KO $ADP $AMGN

$974M

782 positions

#8Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

$MCK $LMT $LOW $HUM $ADP $AMGN

$170M

48 positions

#9Argyle Capital Management, LLCPassive

Notable overlap · 7 shared positions

$MCK $IBM $DUK $KO $WFC $CB

$308M

137 positions

#10LYNCH & ASSOCIATES/INPassive

Notable overlap · 7 shared positions

$IBM $LMT $MCD $LOW $KO $DUK

$533M

126 positions

#11SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$LMT $CB $MCD $ADP $MS $AMGN

$1.8B

176 positions

#12Willis Investment CounselActive

Notable overlap · 6 shared positions

$LMT $CB $MCD $DUK $ADP $AFL

$1.8B

123 positions

#13CONNORS INVESTOR SERVICES INCActive

Notable overlap · 6 shared positions

$CB $LOW $DUK $WFC $KO $MS

$1.1B

149 positions

#14Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$IBM $MCD $LMT $KO $ADP $AFL

$245M

98 positions

#15Estabrook Capital ManagementPassive

Notable overlap · 6 shared positions

$IBM $CB $WFC $DUK $AFL $AMGN

$685M

380 positions

#16LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$MCK $CB $DUK $MCD $KO

$970M

154 positions

#17KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LOW $CB $MCD $IBM $ADP $KO

$1.4B

221 positions

#18CULLINAN ASSOCIATES INCActive

Notable overlap · 7 shared positions

$IBM $MCD $KO $LOW $AFL $LMT

$1.2B

207 positions

#19Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$IBM $LMT $MCD $WFC $KO $AMGN

$170M

82 positions

#20Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$WFC $CB $MCD $KO $AMGN $CRM

$210M

79 positions

#21BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 5 shared positions

$LMT $CB $LOW $MCD $WFC

$2.3B

264 positions

#22Somerset Trust CoPassive

Some overlap · 7 shared positions

$LOW $CB $MCD $ADP $AFL $AMGN

$326M

174 positions

#23InTrack Investment Management IncPassive

Some overlap · 5 shared positions

$MCK $CB $DUK $MCD $LOW

$175M

108 positions

#24BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$CB $LMT $DUK $MCD $KO $AMGN

$480M

133 positions

#25Peoples Bank/KSPassive

Some overlap · 6 shared positions

$WFC $LOW $MCK $MCD $KO $NVS

$99M

99 positions

Compare Roxbury Financial’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Roxbury Financial’s holdings

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.