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Hedge Funds Similar to BONNESS ENTERPRISES

13F Portfolio OverlapQ3 2026BONNESS ENTERPRISES portfolio →
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Most similar hedge funds by 13F overlap

BONNESS ENTERPRISES INC is an institutional investor managing $307M across 39 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BONNESS ENTERPRISES are St. Clair Advisors, WORMSER FRERES GESTION, MAIMON WEALTH LTD., with shared positions in $PGR, $SYK, $ABT, $PFE, $EMR, $TMO. The full ranking of 25 similar funds is below.

#1St. Clair Advisors, LLCSmart money
Notable overlap · 4 shared positions
$PGR$SYK$ABT$PFE
$402M
81 positions
#2WORMSER FRERES GESTIONActive
Notable overlap · 4 shared positions
$SYK$EMR$TMO$ABT
$181M
71 positions
#3MAIMON WEALTH MANAGEMENT LTD.Active
Notable overlap · 3 shared positions
$SYK$EMR$T
$130M
80 positions
#4PENINSULA ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$SYK$EMR$NUE$ABT
$209M
54 positions
#5VILLERE ST DENIS J & CO LLCPassive
Notable overlap · 6 shared positions
$SYK$PGR$PFE$ABT$UPS$VZ
$838M
85 positions
#6GODSEY & GIBB, INCPassive
Notable overlap · 5 shared positions
$GLW$SYK$UPS$A$T
$1.2B
611 positions
#7626 Financial, LLCPassive
Notable overlap · 5 shared positions
$SYK$UPS$EMR$PFE$BMY
$257M
127 positions
#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 7 shared positions
$EMR$GLW$PFE$BMY$HPE$UPS
$3.3B
229 positions
#9Landmark Wealth Management, LLCActive
Notable overlap · 5 shared positions
$GLW$EMR$PFE$BMY$T
$418M
151 positions
#10Cornerstone Capital, Inc.Active
Notable overlap · 5 shared positions
$GLW$TMO$ABT$VZ$PFE
$1.1B
120 positions
#11Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$GLW$EMR$ABT$UPS
$583M
131 positions
#12SS&H Financial Advisors, Inc.Passive
Some overlap · 6 shared positions
$GLW$BMY$PFE$VZ$ABT$T
$391M
130 positions
#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$PGR$SYK$ABT
$2.1B
131 positions
#14J.P. Marvel Investment Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$TMO$BMY$ABT
$871M
64 positions
#15Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$SYK$PFE$UPS$BMY$VZ
$494M
102 positions
#16Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$GLW$BMY$PFE$VZ$T
$327M
94 positions
#17JOHN G ULLMAN & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$GLW$EMR$BMY
$824M
181 positions
#18CHEMUNG CANAL TRUST COActive
Some overlap · 3 shared positions
$GLW$EMR$BMY
$541M
111 positions
#19PRENTISS SMITH & CO INCActive
Some overlap · 4 shared positions
$PGR$SYK$ABT$A
$177M
70 positions
#20CWS Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SYK$PGR$NTRS
$454M
171 positions
#21CHELSEA COUNSEL COPassive
Some overlap · 4 shared positions
$GLW$TMO$EMR$ABT
$236M
232 positions
#22JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$SYK$MRSH$ABT$EMR
$4.1B
83 positions
#23Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 4 shared positions
$SYK$EMR$TMO$ABT
$583M
82 positions
#24InvesTrustPassive
Some overlap · 7 shared positions
$NUE$PFE$EMR$BMY$NTRS$GSK
$247M
91 positions
#25FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$GLW$BMY$SYK$VZ
$202M
327 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.