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 Godfrey Financial Associates,

13F Portfolio OverlapQ1 2026Godfrey Financial Associates, portfolio →

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Most similar hedge funds by 13F overlap

Godfrey Financial Associates, Inc. is an institutional investor managing $117M across 1,110 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 Godfrey Financial Associates, are Baugh & Associates,, Andrew Hill Investment Advisors,, FAIRFIELD, BUSH &, with shared positions in $ANET, $MS, $ASML, $COP, $BAC, $VZ. The full ranking of 25 similar funds is below.

#1Baugh & Associates, LLCActive

Slight overlap · 7 shared positions

$ANET $MS $ASML $COP $BAC $VZ

$232M

44 positions

#2Andrew Hill Investment Advisors, Inc.Passive

Slight overlap · 5 shared positions

$ANET $IBM $ASML $INTU $GE

$112M

54 positions

#3FAIRFIELD, BUSH & CO.Passive

Slight overlap · 5 shared positions

$ANET $IBM $ASML $INTU $GE

$180M

119 positions

#4STRATEGIC PLANNING GROUP, LLCPassive

Slight overlap · 5 shared positions

$ANET $MS $ASML $INTU $GE

$715M

72 positions

#5Winslow Capital Management, LLCActive

Slight overlap · 5 shared positions

$ANET $MS $ASML $INTU $GE

$25.6B

60 positions

#6DCM Advisors, LLCActive

Slight overlap · 7 shared positions

$MS $DELL $USB $T $COP $BAC

$220M

38 positions

#7Severin Investments, LLCPassive

Slight overlap · 6 shared positions

$IBM $DELL $ASML $USB $T $BAC

$116M

171 positions

#8NVWM, LLCPassive

Slight overlap · 5 shared positions

$ANET $MS $ASML $USB $BAC

$449M

747 positions

#9bLong Financial, LLCActive

Slight overlap · 6 shared positions

$IBM $MS $DELL $T $COP $VZ

$132M

76 positions

#10Garner Asset Management CorpPassive

Slight overlap · 6 shared positions

$IBM $MS $DELL $T $COP $VZ

$255M

156 positions

#11Crossmark Global Holdings, Inc.Passive

Slight overlap · 6 shared positions

$ANET $MS $IBM $ASML $BAC $VZ

$6.8B

1,234 positions

#12Werlinich Asset Management, LLCActive

Slight overlap · 4 shared positions

$ANET $MS $DELL $ASML

$206M

56 positions

#13Faithward Advisors, LLCPassive

Slight overlap · 4 shared positions

$ANET $IBM $ASML $USB

$701M

261 positions

#14BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$ANET $IBM $DELL $COP

$1.6B

435 positions

#15Evelyn Partners Asset Management LtdPassive

Slight overlap · 5 shared positions

$ANET $ASML $USB $INTU $EPAM

$406M

308 positions

#16Cornerstone Select Advisors, LLCPassive

Slight overlap · 5 shared positions

$ANET $IBM $T $BAC $VZ

$160M

124 positions

#17Aventura Private Wealth, LLCPassive

Slight overlap · 6 shared positions

$MS $IBM $ASML $COP $BAC $GE

$273M

904 positions

#18Evansbrook LLCActive

Slight overlap · 5 shared positions

$ANET $MS $ASML $USB $BAC

$150M

117 positions

#19Twin Tree Management, LPPassive

Slight overlap · 4 shared positions

$ANET $DELL $ASML $USB

$4.7B

1,240 positions

#20PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Slight overlap · 5 shared positions

$ANET $IBM $BAC $GE $VZ

$7.7B

190 positions

#21TCW GROUP INCActive

Slight overlap · 4 shared positions

$ANET $IBM $ASML $GE

$13.3B

629 positions

#22Prosperity Wealth Management, Inc.

Slight overlap · 4 shared positions

$ANET $IBM $ASML $GE

$300M

251 positions

#23Maytus Capital Management, LLCPassive

Slight overlap · 5 shared positions

$IBM $DELL $ASML $INTU $T

$562M

62 positions

#24SIGNET FINANCIAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$ANET $DELL $ASML $BAC

$892M

299 positions

#25ROI Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$ANET $IBM $INTU $T $VZ

$167M

66 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.