What hedge funds are most similar to Churchill Financial Advisors, LLC?

The funds with the most similar 13F portfolios to Churchill Financial Advisors, LLC are Petros Family Wealth, Karani Asset, Palisade Asset, based on overlapping conviction holdings in the latest SEC filings.

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 Churchill Financial Advisors

13F Portfolio OverlapQ2 2026Churchill Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Churchill Financial Advisors, LLC is an institutional investor managing $519M across 125 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 Churchill Financial Advisors are Petros Family Wealth, Karani Asset, Palisade Asset, with shared positions in $KLAC, $ADI, $TJX, $TXN, $LOW, $DE. The full ranking of 25 similar funds is below.

#1Petros Family Wealth, LLCPassive

Some overlap · 8 shared positions

$KLAC $ADI $TJX $TXN $LOW $DE

$164M

134 positions

#2Karani Asset Management LLCPassive

Some overlap · 5 shared positions

$DE $CMI $KLAC $ADI $TXN

$139M

57 positions

#3Palisade Asset Management, LLCPassive

Some overlap · 6 shared positions

$DE $MCD $TJX $KLAC $TXN $AMGN

$1.1B

204 positions

#4American TrustActive

Some overlap · 6 shared positions

$CMI $KLAC $TJX $DE $GLDM $TXN

$1.3B

334 positions

#5UNITED BANKActive

Some overlap · 6 shared positions

$CMI $KLAC $MCD $TXN $CME $AMGN

$853M

130 positions

#6Shoker Investment Counsel, Inc.Active

Some overlap · 7 shared positions

$KLAC $ADI $MCD $TXN $SO $MDY

$398M

113 positions

#7GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 7 shared positions

$MCD $MRVL $TJX $DE $TXN $CME

$1.0B

284 positions

#8BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 6 shared positions

$DE $CMI $MCD $SO $TXN $EMR

$263M

90 positions

#9CITY HOLDING COPassive

Some overlap · 6 shared positions

$DE $CMI $TXN $MCD $LOW $SO

$884M

587 positions

#10CULLINAN ASSOCIATES INCActive

Some overlap · 7 shared positions

$KLAC $MCD $TXN $DE $LOW $SO

$1.3B

204 positions

#11Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$MCD $ADI $TJX $TXN $CME $AMGN

$170M

61 positions

#12PEOPLES FINANCIAL SERVICES CORP.Passive

Some overlap · 7 shared positions

$MCD $ADI $MRVL $DE $SO $AMGN

$231M

270 positions

#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$DE $ADI $TJX $LOW $MDY $AMGN

$8.0B

1,334 positions

#14Wilkinson Global Asset Management LLCActive

Some overlap · 7 shared positions

$DE $ADI $TJX $TXN $AMGN $MCD

$1.3B

62 positions

#15Hamilton Point Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$DE $CMI $TJX $TXN $AMGN

$710M

193 positions

#16Leelyn Smith, LLCActive

Some overlap · 5 shared positions

$KLAC $MCD $ADI $MRVL $TXN

$822M

157 positions

#17Fairvoy Private Wealth, LLCPassive

Some overlap · 5 shared positions

$CMI $KLAC $TJX $MCD $SO

$495M

200 positions

#18Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$KLAC $CMI $MRVL $MCD $SO $AMGN

$397M

167 positions

#19ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$DE $MCD $ADI $AMGN $EMR $CMI

$878M

73 positions

#20Norway Savings BankPassive

Some overlap · 6 shared positions

$KLAC $ADI $MRVL $TJX $LOW $AMGN

$239M

104 positions

#21Oak Harvest Investment ServicesPassive

Some overlap · 6 shared positions

$KLAC $MCD $MRVL $TXN $CME $AMGN

$1.1B

168 positions

#22WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$KLAC $MCD $ADI $LOW $SO $AMGN

$390M

103 positions

#23Valley Brook Capital Group, Inc.Passive

Some overlap · 5 shared positions

$DE $KLAC $TJX $MCD $AMGN

$176M

120 positions

#24Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$DE $CMI $CME $SO $AMGN $EMR

$239M

126 positions

#25Wallington Asset Management, LLCActive

Some overlap · 5 shared positions

$DE $CMI $TJX $LOW $AMGN

$814M

61 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.