What hedge funds are most similar to Yoffe Investment Management, LLC?

The funds with the most similar 13F portfolios to Yoffe Investment Management, LLC are Vertrix Wealth ,, Greystone Financial Group,, Estabrook, 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 Yoffe Investment ,

13F Portfolio OverlapQ1 2026Yoffe Investment , portfolio →

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Most similar hedge funds by 13F overlap

Yoffe Investment Management, LLC is an institutional investor managing $87M across 113 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 Yoffe Investment , are Vertrix Wealth ,, Greystone Financial Group,, Estabrook, with shared positions in $__PARK_1390777, $SNPS, $IBM, $AXP, $MCD, $KO. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$__PARK_1390777 $SNPS $IBM $AXP $MCD $KO

$272M

95 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$__PARK_1390777 $SNPS $IBM $HON $MCD $KO

$353M

78 positions

#3Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$IBM $HON $GE $GEV $VZ $UNP

$685M

380 positions

#4ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Notable overlap · 10 shared positions

$TRV $AXP $IBM $MCD $HON $UNH

$155M

150 positions

#5MEYER HANDELMAN COActive

Notable overlap · 7 shared positions

$HON $IBM $GE $VZ $GEV $MCD

$3.2B

220 positions

#6Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$HON $CSX $MCD $AXP $KO $UNH

$218M

69 positions

#7HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$HON $__PARK_1390777 $MCD $VZ $KO $UNP

$351M

81 positions

#8CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$IBM $GE $HON $GEV $KO $UNH

$1.3B

118 positions

#9BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$TRV $PM $MCD $VZ $HON $KO

$480M

133 positions

#10TRUSTCO BANK CORP N YPassive

Notable overlap · 8 shared positions

$GE $AXP $GEV $MCD $KO $IBM

$113M

71 positions

#11Drexel Morgan & Co.Active

Notable overlap · 6 shared positions

$IBM $AXP $KO $VZ $UNP $MCD

$682M

60 positions

#12Parrish Capital LLCPassive

Notable overlap · 7 shared positions

$GE $GEV $AXP $GSK $VZ $PM

$112M

86 positions

#13Capital Wealth Planning, LLCActive

Notable overlap · 6 shared positions

$IBM $AXP $MCD $KO $VZ $AMGN

$18.1B

151 positions

#14CFC Planning Co LLCPassive

Notable overlap · 7 shared positions

$IBM $AXP $PM $VZ $KO $UNH

$140M

72 positions

#15Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$HON $__PARK_1390777 $MCD $CSX $UNP $AMGN

$98M

50 positions

#16Matthew Goff Investment Advisor, LLCPassive

Notable overlap · 6 shared positions

$__PARK_1390777 $GE $AXP $GEV $INTC $UNP

$600M

107 positions

#17London & Capital Asset Management LtdActive

Notable overlap · 5 shared positions

$IBM $SNPS $GE $GEV $UNH

$9.2B

223 positions

#18Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$HON $IBM $AXP $MCD $KO $UNP

$446M

104 positions

#19OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$HON $__PARK_1390777 $IBM $PM $KO $VZ

$193M

108 positions

#20Foyston, Gordon, & Payne IncPassive

Notable overlap · 6 shared positions

$HON $AXP $PM $KO $UNP $UNH

$434M

67 positions

#21Persium Advisors, LLCActive

Notable overlap · 6 shared positions

$IBM $HON $MCD $VZ $UNP $UNH

$127M

60 positions

#22guardian investment managementActive

Notable overlap · 7 shared positions

$GE $CSX $GEV $AXP $INTC $BA

$127M

60 positions

#23Providence Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$HON $IBM $KO $VZ $TRV $AMGN

$157M

80 positions

#24NS Partners LtdActive

Notable overlap · 7 shared positions

$GEV $GE $MCD $PM $KO $MAR

$2.2B

71 positions

#25CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$__PARK_1390777 $HON $MCD $VZ $KO $SPG

$1.4B

80 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.