What hedge funds are most similar to St. Clair Advisors, LLC?

The funds with the most similar 13F portfolios to St. Clair Advisors, LLC are BONNESS ENTERPRISES, WEIK, FORBES J M & LLP, 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 St. Clair Advisors,

13F Portfolio OverlapQ1 2026St. Clair Advisors, portfolio →

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Most similar hedge funds by 13F overlap

St. Clair Advisors, LLC is an institutional investor managing $389M across 78 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 St. Clair Advisors, are BONNESS ENTERPRISES, WEIK, FORBES J M & LLP, with shared positions in $PGR, $IBM, $SYK, $KO, $ABT, $PFE. The full ranking of 25 similar funds is below.

#1BONNESS ENTERPRISES INCActive

Some overlap · 7 shared positions

$PGR $IBM $SYK $KO $ABT $PFE

$273M

39 positions

#2WEIK CAPITAL MANAGEMENTActive

Some overlap · 5 shared positions

$PGR $KO $IBM $HUM $MDLZ

$251M

90 positions

#3FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$ETN $KO $PGR $IBM $HUM $ABT

$1.2B

150 positions

#4Lafayette Investments, Inc.Active

Some overlap · 5 shared positions

$PGR $KO $SBUX $LOW $NSC

$494M

158 positions

#5GODSEY & GIBB, INCPassive

Some overlap · 7 shared positions

$ETN $IBM $KO $SYK $MDT $NVS

$1.1B

389 positions

#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 5 shared positions

$PGR $SYK $ABT $KO $NVS

$2.1B

122 positions

#7Columbia Asset ManagementActive

Some overlap · 8 shared positions

$IBM $KO $SYK $HUM $SBUX $MDT

$525M

170 positions

#8Eastover Investment Advisors LLCPassive

Some overlap · 4 shared positions

$PGR $ETN $LOW $CRM

$233M

50 positions

#9Field & Main BankPassive

Some overlap · 6 shared positions

$IBM $KO $ETN $SYK $PANW $AMGN

$344M

261 positions

#10James Hambro & Partners LLPActive

Some overlap · 3 shared positions

$PGR $KO $IBM

$2.6B

57 positions

#11DB&C Advisors, LLCPassive

Some overlap · 6 shared positions

$ETN $IBM $KO $HUM $PFE $AMGN

$77M

67 positions

#12DOVER ADVISORS, LLCPassive

Some overlap · 6 shared positions

$ETN $KO $IBM $PANW $ABT $LOW

$242M

159 positions

#13ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 3 shared positions

$PGR $KO $AMGN

$493M

189 positions

#14Joseph Group Capital ManagementPassive

Some overlap · 5 shared positions

$PGR $ETN $HUM $WT $AMGN

$400M

379 positions

#15TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 8 shared positions

$SYK $KO $IBM $MDLZ $ABT $LOW

$911M

918 positions

#16DMKC Advisory Services, LLCPassive

Some overlap · 9 shared positions

$ETN $HUM $DIA $ABT $LOW $MDT

$240M

84 positions

#17Northern Financial Advisors IncPassive

Some overlap · 7 shared positions

$IBM $KO $ETN $DIA $LOW $AMGN

$137M

105 positions

#18Westhampton Capital, LLCPassive

Some overlap · 5 shared positions

$ETN $IBM $KO $PANW $LOW

$214M

129 positions

#19Papamarkou Wellner Asset Management inc.Passive

Some overlap · 4 shared positions

$PGR $ETN $KO $ABT

$164M

86 positions

#20Castle Rock Wealth Management, LLCPassive

Some overlap · 6 shared positions

$IBM $KO $ETN $PANW $WT $AMGN

$462M

262 positions

#21Haverford Trust CoActive

Some overlap · 6 shared positions

$ETN $KO $SYK $HUM $LOW $MDT

$10.9B

419 positions

#22MIDDLETON & CO INC/MAActive

Some overlap · 6 shared positions

$ETN $SYK $MDLZ $PANW $AMT $CRM

$877M

164 positions

#23Taproot Management LPPassive

Some overlap · 6 shared positions

$KO $ETN $SYK $MDLZ $ABT $PFE

$530M

180 positions

#24FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$ETN $KO $MDLZ $AMT $MDT $AMGN

$5.0B

201 positions

#25Safe Harbor Wealth Advisors, LLC

Some overlap · 7 shared positions

$ETN $KO $PANW $ABT $SBUX $LOW

$103M

96 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.