What hedge funds are most similar to Andrews Advisory Associates, LLC?

The funds with the most similar 13F portfolios to Andrews Advisory Associates, LLC are Stokes Advisors, ROFFMAN MILLER ASSOCIATES, SPRING, 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 Andrews Advisory Associates

13F Portfolio OverlapQ2 2026Andrews Advisory Associates portfolio →

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Most similar hedge funds by 13F overlap

Andrews Advisory Associates, LLC is an institutional investor managing $208M across 86 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 Andrews Advisory Associates are Stokes Advisors, ROFFMAN MILLER ASSOCIATES, SPRING, with shared positions in $TXN, $MCD, $NEE, $NOC, $PEP, $ADP. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TXN $MCD $NEE $NOC $PEP $ADP

$467M

118 positions

#2ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$TXN $ADP $MCD $PEP $DIS $SYK

$1.9B

88 positions

#3SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$ADP $MCD $GWW $NEE $APD $PEP

$205M

55 positions

#4JGP Wealth Management, LLCActive

Notable overlap · 9 shared positions

$ADP $GWW $NEE $LOW $APD $NKE

$1.1B

231 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$TXN $LOW $APD $PEP $ADP $MCD

$346M

113 positions

#6Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$TXN $MCD $APD $LOW $PEP $ADP

$108M

52 positions

#7MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$TXN $NEE $LOW $PEP $ADP $CCZ

$1.2B

106 positions

#8Financial & Tax Architects, LLCPassive

Notable overlap · 7 shared positions

$LOW $ADP $MCD $NEE $IAU $PEP

$474M

110 positions

#9Cushing Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$GWW $ADP $IAU $LOW $NEE $MCD

$145M

99 positions

#10PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$LOW $ADP $GWW $NEE $PEP $SYK

$209M

54 positions

#11Smart Portfolios, LLC

Notable overlap · 8 shared positions

$TXN $MCD $FDX $APD $PEP $DIS

$100M

99 positions

#12BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$TXN $LOW $ADP $APD $NKE $TSCO

$235M

33 positions

#13Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$TXN $MCD $TROW $PEP $APD $ADP

$261M

101 positions

#14Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$TXN $MCD $NEE $DOV $PEP $NKE

$497M

948 positions

#15UNITED BANKActive

Notable overlap · 7 shared positions

$TXN $DOV $MCD $APD $PEP $SYK

$853M

130 positions

#16CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$ADP $MCD $TXN $NEE $IAU $PEP

$767M

184 positions

#17First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 5 shared positions

$TXN $LOW $MCD $NEE $DIS

$529M

75 positions

#18Somerset Trust CoPassive

Notable overlap · 7 shared positions

$LOW $NEE $MCD $ADP $APD $PEP

$354M

186 positions

#19MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$DOV $TXN $ADP $APD $SYK $GWW

$1.3B

81 positions

#20Willis Investment CounselActive

Notable overlap · 7 shared positions

$TXN $ADP $GWW $PEP $MCD $AFL

$2.1B

125 positions

#21Focused Investors LLCActive

Notable overlap · 6 shared positions

$LOW $MCD $NOC $DIS $FDX $PEP

$3.0B

23 positions

#22Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$TXN $LOW $NEE $PEP $SYK $APD

$339M

49 positions

#23Tudor Financial Inc.Passive

Notable overlap · 7 shared positions

$LOW $APD $ALL $DOV $NOC $PEP

$222M

152 positions

#24Evelyn Partners Asset Management Ltd

Notable overlap · 6 shared positions

$DOV $ADP $IAU $DIS $SYK $MCD

$406M

308 positions

#25Aurdan Capital Management, LLCActive

Notable overlap · 7 shared positions

$LOW $ADP $GWW $APD $AFL $KR

$394M

99 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.