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 MEYER HANDELMAN

13F Portfolio OverlapQ1 2026MEYER HANDELMAN portfolio →

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Most similar hedge funds by 13F overlap

MEYER HANDELMAN CO is an institutional investor managing $3.2B across 220 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 MEYER HANDELMAN are Estabrook, CapWealth Advisors,, Yoffe Investment ,, with shared positions in $IBM, $HON, $GLW, $VZ, $GE, $ETN. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive

Notable overlap · 9 shared positions

$IBM $HON $GLW $VZ $GE $ETN

$685M

380 positions

#2CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$IBM $GLW $HON $GILD $GE $AMGN

$1.3B

118 positions

#3Yoffe Investment Management, LLCPassive

Notable overlap · 7 shared positions

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

$78M

111 positions

#4Providence Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$HON $IBM $GILD $ALL $AMGN $VZ

$157M

80 positions

#5Argyle Capital Management, LLCPassive

Notable overlap · 7 shared positions

$MCK $IBM $VZ $AMGN $ALL $PFE

$308M

137 positions

#6WealthTrust Axiom LLCPassive

Notable overlap · 6 shared positions

$IBM $GLW $GILD $VZ $PFE $BMY

$406M

290 positions

#7OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$HON $GLW $GILD $IBM $BMY $VZ

$193M

108 positions

#8FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 6 shared positions

$IBM $VZ $GLW $KMB $BMY $GEV

$180M

96 positions

#9Genus Capital Management Inc.Passive

Notable overlap · 6 shared positions

$VZ $GLW $GILD $IBM $AMGN $GEV

$873M

189 positions

#10BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$VZ $GLW $HON $AMGN $MCD $SYY

$480M

133 positions

#11Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$IBM $VZ $AMGN $PFE $MCD $BMY

$223M

109 positions

#12Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$IBM $MCK $HON $AMGN $MCD $TJX

$353M

78 positions

#13Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 5 shared positions

$MCK $IBM $AMGN $PFE $SYY

$974M

782 positions

#14Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$VZ $GILD $AMGN $ITW $IBM $MCD

$240M

278 positions

#15Capital Wealth Planning, LLCActive

Notable overlap · 6 shared positions

$IBM $MPC $AMGN $VZ $MCD $TJX

$18.1B

151 positions

#16Alpha Omega Wealth Management LLCPassive

Notable overlap · 6 shared positions

$VZ $MPC $IBM $GLW $PFE $ETN

$617M

206 positions

#17Kerusso Capital Management LLCPassive

Notable overlap · 7 shared positions

$VZ $GILD $AMGN $PFE $SYY $TJX

$200M

53 positions

#18Bank & Trust CoPassive

Notable overlap · 7 shared positions

$MPC $VZ $ALL $ITW $MCD $BMY

$148M

304 positions

#19Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$TT $HON $GE $ETN $GEV $MCD

$100M

54 positions

#20Sawyer & Company, IncPassive

Notable overlap · 7 shared positions

$HON $AMGN $ETN $ITW $ALL $SYY

$260M

197 positions

#21Massachusetts Wealth ManagementPassive

Notable overlap · 7 shared positions

$GLW $GE $TT $AMGN $GEV $PFE

$231M

98 positions

#22MCDONALD PARTNERS LLCPassive

Notable overlap · 7 shared positions

$IBM $AMGN $ETN $HON $GE $GILD

$424M

208 positions

#23Invera Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$TT $ALL $ETN $MPC $GEV $TJX

$156M

98 positions

#24Persium Advisors, LLCActive

Some overlap · 5 shared positions

$IBM $HON $VZ $PFE $MCD

$127M

60 positions

#25POM Investment Strategies, LLCPassive

Some overlap · 5 shared positions

$IBM $VZ $GE $GEV $PFE

$80M

433 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.