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 BROOKS, MOORE & ASSOCIATES

13F Portfolio OverlapQ2 2026BROOKS, MOORE & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

BROOKS, MOORE & ASSOCIATES, INC. is an institutional investor managing $223M across 114 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 BROOKS, MOORE & ASSOCIATES are Crescent Sterling, Ltd., Baugh & Associates, Walsky Investment, with shared positions in $PEP, $VZ, $QCOM, $HONA, $CB, $HON. The full ranking of 25 similar funds is below.

#1Crescent Sterling, Ltd.Passive

Notable overlap · 10 shared positions

$PEP $VZ $QCOM $HONA $CB $HON

$112M

85 positions

#2Baugh & Associates, LLCActive

Notable overlap · 8 shared positions

$ABT $PEP $SO $LOW $VZ $QCOM

$226M

42 positions

#3Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$ABT $SO $LOW $HON $PEP $HONA

$108M

52 positions

#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 8 shared positions

$CB $LOW $LMT $ABT $QCOM $HON

$2.5B

270 positions

#5FourThought Financial Partners, LLCPassive

Notable overlap · 8 shared positions

$PEP $CB $LOW $LMT $ABT $QCOM

$1.3B

393 positions

#6KANAWHA CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$CB $ABT $PEP $LOW $QCOM $NSC

$1.5B

228 positions

#7OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 8 shared positions

$PEP $SO $LMT $VZ $NSC $NEE

$329M

323 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$PEP $CB $SO $VZ $QCOM $DUK

$201M

57 positions

#9Wilson & Boucher Capital Management, LLC

Notable overlap · 7 shared positions

$PEP $ABT $HON $LOW $QCOM $DUK

$170M

121 positions

#10FARMERS TRUST CO

Notable overlap · 7 shared positions

$PEP $SO $VZ $HON $LMT $CB

$637M

203 positions

#11HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$CB $LMT $HON $HONA $ABT $DUK

$363M

92 positions

#12Welch Group, LLCPassive

Notable overlap · 7 shared positions

$PEP $SO $LMT $VZ $QCOM $NEE

$2.9B

326 positions

#13Good Harbor Advisors, Inc.Passive

Notable overlap · 7 shared positions

$ABT $SO $QCOM $VZ $COF $CB

$102M

87 positions

#14First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$SO $LOW $LMT $HON $HONA $COF

$529M

75 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$PEP $ABT $LMT $HON $DUK $NEE

$321M

107 positions

#16Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$ABT $PEP $LMT $VZ $QCOM

$455M

57 positions

#17BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$ABT $LOW $LMT $PEP $VZ $DUK

$453M

121 positions

#18Stockman Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$PEP $LMT $VZ $QCOM $HON $HONA

$968M

178 positions

#19WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ABT $CB $LMT $HON $HONA $NEE

$2.1B

131 positions

#20Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$PEP $LOW $LMT $HON $HONA $NEE

$181M

50 positions

#21ARS Wealth Advisors Group, LLCActive

Notable overlap · 7 shared positions

$SO $VZ $HON $HONA $LMT $PEP

$1.3B

220 positions

#22Borer Denton & Associates, Inc.Passive

Some overlap · 5 shared positions

$ABT $PEP $HON $HONA $QCOM

$305M

74 positions

#23Ark Wealth Advisors LLCPassive

Some overlap · 7 shared positions

$CB $LMT $QCOM $NSC $LOW $PEP

$113M

87 positions

#24LYNCH & ASSOCIATES/INPassive

Some overlap · 8 shared positions

$LOW $LMT $COF $ABT $DUK $NEE

$573M

129 positions

#25PETTYJOHN, WOOD & WHITE, INCPassive

Some overlap · 9 shared positions

$PEP $NSC $ABT $VZ $HON $HONA

$687M

222 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.