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 Seneca Financial Advisors

13F Portfolio OverlapQ2 2026Seneca Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Seneca Financial Advisors LLC is an institutional investor managing $385M across 66 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 Seneca Financial Advisors are GODSEY & GIBB, Post Resch Tallon Group, COOPER/HAIMS ADVISORS, with shared positions in $AMGN, $GLW, $PAYX, $BNL, $XYL, $NDSN. The full ranking of 19 similar funds is below.

#1GODSEY & GIBB, INCPassive

Some overlap · 3 shared positions

$AMGN $GLW $PAYX

$1.2B

383 positions

#2Post Resch Tallon Group Inc.Passive

Some overlap · 3 shared positions

$GLW $BNL $PAYX

$145M

138 positions

#3COOPER/HAIMS ADVISORS, LLCActive

Some overlap · 3 shared positions

$GLW $BNL $PAYX

$232M

116 positions

#4Silver Lake Advisory, LLCPassive

Some overlap · 3 shared positions

$GLW $PAYX $XYL

$280M

109 positions

#5MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Some overlap · 3 shared positions

$NDSN $GGG $XYL

$635M

146 positions

#6Jones Kertz & Associates, Inc.Active

Some overlap · 3 shared positions

$AMGN $XYL $GLW

$217M

66 positions

#7Great Diamond Partners, LLCPassive

Some overlap · 3 shared positions

$GLW $AMGN $PAYX

$582M

238 positions

#8Stonebridge Financial Group, LLCPassive

Some overlap · 3 shared positions

$GLW $AMGN $PAYX

$1.3B

275 positions

#9DEAN INVESTMENT ASSOCIATES, LLCPassive

Some overlap · 4 shared positions

$AMGN $AEE $BNL $PAYX

$761M

193 positions

#10Hanson & Doremus Investment ManagementActive

Some overlap · 3 shared positions

$GLW $AMGN $XYL

$983M

484 positions

#11Kentucky Trust CoPassive

Some overlap · 3 shared positions

$GLW $AMGN $AEE

$208M

316 positions

#12Two Point Capital Management, Inc.Active

Some overlap · 3 shared positions

$GLW $PAYX $BNL

$248M

30 positions

#13Powers Advisory Group, LLCActive

Slight overlap · 3 shared positions

$GLW $PAYX $AMGN

$319M

130 positions

#14ALESCO ADVISORS LLCActive

Slight overlap · 4 shared positions

$BNL $PAYX $GLW $XYL

$4.4B

230 positions

#15Armbruster Capital Management, Inc.Active

Slight overlap · 4 shared positions

$BNL $PAYX $AMGN $GLW

$671M

125 positions

#16Riverview Trust CoActive

Slight overlap · 3 shared positions

$PAYX $GLW $AMGN

$84M

166 positions

#17GEM Asset Management, LLCActive

Slight overlap · 4 shared positions

$AEE $AMGN $NDSN $GGG

$254M

116 positions

#18Morton Brown Family Wealth, LLCActive

Slight overlap · 3 shared positions

$GLW $AMGN $PAYX

$441M

416 positions

#19XXEC, Inc.Smart money

Slight overlap · 3 shared positions

$PAYX $NDSN $XYL

$2.7B

23 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.