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 Signet Private Wealth

13F Portfolio OverlapQ1 2026Signet Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Signet Private Wealth LLC is an institutional investor managing $105M across 118 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 Signet Private Wealth are Stokes Advisors,, CULLINAN ASSOCIATES, MORTON COMMUNITY BANK, with shared positions in $LMT, $MCD, $TXN, $NEE, $MS, $MRSH. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$LMT $MCD $TXN $NEE $MS $MRSH

$446M

104 positions

#2CULLINAN ASSOCIATES INCActive

Some overlap · 7 shared positions

$MCD $LMT $KLAC $TXN $DE $AMAT

$1.2B

207 positions

#3MORTON COMMUNITY BANKPassive

Some overlap · 7 shared positions

$LMT $ETN $NEE $MS $DE $LRCX

$460M

115 positions

#4BAHL & GAYNOR INCActive

Some overlap · 6 shared positions

$LMT $MCD $TXN $ETN $NEE $WMB

$19.8B

327 positions

#5Valley Brook Capital Group, Inc.Passive

Some overlap · 6 shared positions

$LMT $MCD $KLAC $NEE $DE $LRCX

$149M

112 positions

#6Shoker Investment Counsel, Inc.Active

Some overlap · 6 shared positions

$KLAC $MCD $TXN $LMT $AMAT $LRCX

$337M

109 positions

#7Glass Wealth Management Co LLCPassive

Some overlap · 6 shared positions

$LMT $TXN $ETN $MS $AMAT $LRCX

$258M

67 positions

#8Concord Asset Management, LLC/VAActive

Some overlap · 6 shared positions

$LMT $NEE $MS $AMAT $ETN $LRCX

$592M

117 positions

#9Worth Asset Management, LLCPassive

Some overlap · 6 shared positions

$LMT $TXN $AMAT $KLAC $MS $LRCX

$268M

182 positions

#10ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$KLAC $TXN $NEE $AMAT $LRCX $LIN

$331M

183 positions

#11Jackson Wealth Management, LLCActive

Some overlap · 6 shared positions

$KLAC $LMT $ETN $MS $LRCX $WMB

$972M

148 positions

#12Deseret Mutual Benefit AdministratorsPassive

Some overlap · 6 shared positions

$LMT $TXN $AMAT $LRCX $KLAC $MCD

$294M

508 positions

#13Vest Financial, LLCPassive

Some overlap · 6 shared positions

$KLAC $NEE $MCD $AMAT $LRCX $LIN

$8.3B

414 positions

#14Concord Wealth PartnersPassive

Some overlap · 6 shared positions

$LMT $MS $AMAT $NEE $ETN $LRCX

$770M

207 positions

#15Cornerstone Wealth Group, LLCPassive

Some overlap · 5 shared positions

$LEN $MCD $ETN $AMAT $WMB

$1.6B

447 positions

#16Churchill Financial Advisors, LLCActive

Some overlap · 6 shared positions

$MCD $MS $DE $AMAT $KLAC $TXN

$476M

123 positions

#17SevenBridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$NEE $MS $DE $AMAT $LRCX $LIN

$640M

202 positions

#18Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$LMT $MCD $ETN $DE $AMAT

$184M

32 positions

#19Integras Partners LLCPassive

Some overlap · 6 shared positions

$LMT $MCD $QUBT $NEE $LRCX $MS

$152M

69 positions

#20Progressive Investment Management CorpActive

Some overlap · 6 shared positions

$KLAC $AMAT $TXN $LRCX $LIN $DE

$379M

58 positions

#21FourThought Financial Partners, LLCPassive

Some overlap · 5 shared positions

$LMT $KLAC $NEE $MS $AMAT

$1.2B

384 positions

#22Guinness Atkinson Asset Management IncPassive

Some overlap · 6 shared positions

$KLAC $ETN $AMAT $LRCX $TXN $NEE

$200M

123 positions

#23WEDGE CAPITAL MANAGEMENT L L P/NCPassive

Some overlap · 5 shared positions

$LMT $KLAC $TXN $AMAT $LRCX

$5.4B

527 positions

#24MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$LMT $TXN $NEE $MS $AMAT

$1.1B

105 positions

#25FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$LMT $MCD $ETN $NEE $WMB

$5.0B

201 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.