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 BAHL & GAYNOR

13F Portfolio OverlapQ1 2026BAHL & GAYNOR portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BAHL & GAYNOR INC is an institutional investor managing $19.8B across 327 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 BAHL & GAYNOR are Cambridge Financial Group,, Harrison Street Private Wealth, Stokes Advisors,, with shared positions in $WMB, $TRGP, $ETN, $MCD, $TJX, $TXN. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$WMB $TRGP $ETN $MCD $TJX $TXN

$267M

33 positions

#2Harrison Street Private Wealth LLCActive

Notable overlap · 4 shared positions

$WMB $NEE $TRGP $SRE

$76M

21 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$WMB $NEE $MCD $LMT $TJX $TXN

$446M

104 positions

#4FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$WMB $NEE $ETN $MCD $LMT $MDLZ

$5.0B

201 positions

#5MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$NEE $SRE $MCD $MDLZ $UNH $GD

$246M

145 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$NEE $MDLZ $UNH $LMT $GD $TXN

$1.4B

56 positions

#7DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$NEE $WMB $UNH $TXN $TJX $HIG

$501M

138 positions

#8Meadowbrook Advisors Group, LLCPassive

Some overlap · 7 shared positions

$NEE $UNH $MCD $TJX $GD $TXN

$168M

136 positions

#9Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 7 shared positions

$NEE $LMT $GD $CINF $SNA $ADP

$105M

62 positions

#10DEARBORN PARTNERS LLCActive

Some overlap · 8 shared positions

$NEE $MCD $TXN $CME $MSI $SNA

$1.8B

269 positions

#11CAPITAL CITY TRUST CO/FLActive

Some overlap · 7 shared positions

$TRV $NEE $LMT $GD $TJX $ETN

$437M

114 positions

#12Flavin Financial Services, Inc.Passive

Some overlap · 5 shared positions

$NEE $PNC $UNH $MCD $LMT

$149M

72 positions

#13GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 8 shared positions

$NEE $TXN $MCD $TJX $MSI $CME

$908M

286 positions

#14Willis Investment CounselActive

Some overlap · 7 shared positions

$ETN $MCD $LMT $GD $TXN $DRI

$1.8B

123 positions

#15Exeter Financial, LLCPassive

Some overlap · 7 shared positions

$TRV $MCD $LMT $GD $TXN $ADP

$245M

98 positions

#16Alpha Cubed Investments, LLC

Some overlap · 6 shared positions

$NEE $UNH $LMT $ETN $CME $MCD

$2.9B

299 positions

#17CINCINNATI FINANCIAL CORPActive

Some overlap · 7 shared positions

$MDLZ $UNH $MCD $TJX $CME $SNA

$5.0B

55 positions

#18DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 5 shared positions

$NEE $SRE $WMB $TRGP $PPL

$9.6B

148 positions

#19Pinnacle Holdings, LLCPassive

Some overlap · 5 shared positions

$WMB $TRGP $MCD $TRV $UNH

$309M

233 positions

#20Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 7 shared positions

$MDLZ $UNH $NEE $TJX $MCD $SNA

$412M

46 positions

#21Palisade Asset Management, LLCActive

Some overlap · 7 shared positions

$UNH $MCD $TJX $GD $TXN $TRV

$996M

195 positions

#22Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$TRGP $MCD $LMT $TXN $DRI $ITW

$240M

278 positions

#23Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$NEE $ETN $LMT $CME $ADP $ITW

$215M

125 positions

#24REAVES W H & CO INCActive

Some overlap · 4 shared positions

$WMB $NEE $SRE $PPL

$6.0B

90 positions

#25PIONEER TRUST BANK N A/ORPassive

Some overlap · 6 shared positions

$NEE $UNH $MCD $TJX $ETN $ITW

$412M

83 positions

Compare BAHL & GAYNOR’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BAHL & GAYNOR’s holdings

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.