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 Argo Wealth Advisory

13F Portfolio OverlapQ2 2026Argo Wealth Advisory portfolio →

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Most similar hedge funds by 13F overlap

Argo Wealth Advisory, LLC is an institutional investor managing $181M across 50 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 Argo Wealth Advisory are WOODLEY FARRA MANION PORTFOLIO, Haverford Financial Services, Wilson & Boucher, with shared positions in $NEE, $SYK, $LMT, $AJG, $ADP, $HON. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 8 shared positions

$NEE $SYK $LMT $AJG $ADP $HON

$2.1B

131 positions

#2Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$NEE $MCK $LOW $PEP $HON $HONA

$339M

49 positions

#3Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 8 shared positions

$SYK $NEE $PEP $ITW $AMGN $HON

$170M

121 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$NEE $LOW $LMT $AMGN $HON $HONA

$529M

75 positions

#5SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 8 shared positions

$AMGN $LMT $ITW $PEP $ADP $ACN

$1.8B

176 positions

#6Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$NEE $PFE $PEP $HON $HONA $ACN

$227M

73 positions

#7Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$AMGN $MCK $SYK $NEE $ADP $PFE

$1.0B

765 positions

#8TORRAY LLCActive

Notable overlap · 6 shared positions

$NEE $AMGN $PFE $PEP $ACN $AJG

$741M

91 positions

#9PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$NEE $LOW $SYK $ADP $PEP

$209M

54 positions

#10S.E.E.D. Planning Group LLCPassive

Notable overlap · 6 shared positions

$NEE $LMT $LOW $ADP $PEP $SYK

$379M

88 positions

#11FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$NEE $LMT $SYK $LOW $PEP

$383M

74 positions

#12MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$AMGN $PEP $NEE $LOW $LMT $ADP

$1.2B

106 positions

#13BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 5 shared positions

$AMGN $ITW $LOW $ADP $ACN

$235M

33 positions

#14Loudon Investment Management, LLCPassive

Notable overlap · 7 shared positions

$LOW $NEE $ITW $ADP $ACN $AMT

$204M

95 positions

#15Haverford Trust CoActive

Notable overlap · 8 shared positions

$NEE $PEP $LOW $HONA $HON $MCK

$11.6B

424 positions

#16TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$MCK $NEE $LOW $SYK $AJG $PTC

$211M

127 positions

#17Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $LOW $LMT $MCK $HON $HONA

$297M

103 positions

#18Somerset Trust CoPassive

Notable overlap · 6 shared positions

$NEE $AMGN $LOW $ITW $ADP $PEP

$354M

186 positions

#19HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$AMGN $ITW $LMT $HON $HONA $ADP

$363M

92 positions

#20BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$LOW $SYK $AMGN $ITW $PEP $ADP

$346M

113 positions

#21Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$ITW $LOW $NEE $PEP $PFE

$473M

58 positions

#22Welch Group, LLCPassive

Notable overlap · 5 shared positions

$NEE $LMT $AJG $PFE $PEP

$2.9B

326 positions

#23LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$SYK $PEP $ADP $AMGN $ACN $ITW

$273M

104 positions

#24Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$AMGN $LOW $ADP $ITW $HON $HONA

$394M

99 positions

#25EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$NEE $PFE $LMT $AMGN $PEP $AMT

$1.3B

58 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.