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 ROFFMAN MILLER ASSOCIATES /PA/

13F Portfolio OverlapQ1 2026ROFFMAN MILLER ASSOCIATES /PA/ portfolio →

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Most similar hedge funds by 13F overlap

ROFFMAN MILLER ASSOCIATES INC /PA/ is an institutional investor managing $1.9B across 88 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 ROFFMAN MILLER ASSOCIATES /PA/ are MCDANIEL TERRY &, Stokes Advisors,, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $APH, $NDSN, $HON, $ADP, $SYK, $TXN. The full ranking of 25 similar funds is below.

#1MCDANIEL TERRY & COActive

Notable overlap · 9 shared positions

$APH $NDSN $HON $ADP $SYK $TXN

$1.2B

81 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$MCD $AXP $TXN $HON $CB $SYK

$446M

104 positions

#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 9 shared positions

$CB $SYK $ASML $HON $ADP $CHD

$2.1B

122 positions

#4Perennial Advisors, LLCActive

Notable overlap · 8 shared positions

$APH $AXP $HON $MCD $GD $DIS

$587M

122 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$SYK $CB $TXN $TJX $GD $MCD

$321M

110 positions

#6Dundas Partners LLPActive

Notable overlap · 6 shared positions

$APH $AXP $SYK $ADP $AME $TMO

$1.3B

49 positions

#7Willis Investment CounselActive

Notable overlap · 7 shared positions

$TXN $CB $AFL $ADP $MCD $GD

$1.8B

123 positions

#8NovaPoint Capital, LLCActive

Notable overlap · 7 shared positions

$APH $CB $AFL $TXN $GD $HON

$399M

79 positions

#9Evelyn Partners Investment Management Services LtdActive

Notable overlap · 8 shared positions

$CB $SYK $MCD $ADP $TMO $DIS

$850M

281 positions

#10Tandem Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$APH $SYK $ADP $CHD $MCD $ICE

$2.0B

83 positions

#11COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$APH $SYK $ADP $CHD $ICE $TMO

$1.7B

87 positions

#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TXN $HON $TJX $ICE $TMO $APH

$506M

75 positions

#13James Hambro & Partners LLPActive

Notable overlap · 6 shared positions

$APH $TXN $AME $TJX $ICE $TMO

$2.6B

57 positions

#14Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$MCD $AFL $GD $TXN $VZ $ADP

$245M

98 positions

#15CINCINNATI FINANCIAL CORPActive

Notable overlap · 8 shared positions

$MCD $HON $RPM $TJX $ADP $APD

$5.0B

55 positions

#16LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$AXP $MCD $SYK $ADP $CB

$260M

101 positions

#17Running Oak Capital LLCActive

Notable overlap · 7 shared positions

$HON $SYK $GD $AME $TJX $ICE

$741M

55 positions

#18SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 6 shared positions

$AXP $SYK $AME $AFL $ADP $INTC

$1.3B

158 positions

#19MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 6 shared positions

$APH $NDSN $AME $RPM $CHD $TMO

$584M

141 positions

#20CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$TXN $AXP $HON $CB $TJX $ASML

$2.2B

145 positions

#21DEARBORN PARTNERS LLCActive

Notable overlap · 6 shared positions

$MCD $ADP $APH $TXN $SYK $VZ

$1.8B

269 positions

#22CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$APH $ADP $AME $SYK $TMO $APD

$405M

73 positions

#23Sky Investment Group LLCActive

Notable overlap · 8 shared positions

$AXP $MCD $TXN $TMO $SYK $ADP

$583M

140 positions

#24Boit C F DavidActive

Notable overlap · 6 shared positions

$MCD $CB $ADP $SYK $CHD $TMO

$225M

117 positions

#25Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$CB $AXP $ASML $TJX $ADP $DIS

$110M

226 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.