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 Exeter Financial

13F Portfolio OverlapQ3 2026Exeter Financial portfolio →

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Most similar hedge funds by 13F overlap

Exeter Financial, LLC is an institutional investor managing $265M across 100 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 Exeter Financial are VIRGINIA WEALTH GROUP, EDGAR LOMAX, Palisade Asset, with shared positions in $AFL, $EMR, $TGT, $MCD, $PEP, $AMGN. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$AFL $EMR $TGT $MCD $PEP $AMGN

$203M

58 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$GD $TGT $TXN $USB $CVS $AMGN

$1.3B

58 positions

#3Palisade Asset Management, LLCPassive

Notable overlap · 10 shared positions

$AMGN $TGT $TXN $RY $PEP $GD

$1.1B

204 positions

#4Somerset Trust CoPassive

Notable overlap · 11 shared positions

$AMGN $AFL $GD $MCD $LIN $EMR

$354M

186 positions

#5Kinloch Capital, LLCPassive

Notable overlap · 9 shared positions

$TGT $PEP $AFL $GD $EMR $TROW

$274M

79 positions

#6BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 8 shared positions

$GD $TGT $TXN $AMGN $VZ $APD

$235M

33 positions

#7InvesTrustPassive

Notable overlap · 10 shared positions

$MCD $USB $TGT $PEP $VZ $APD

$247M

91 positions

#8UNITED BANKActive

Notable overlap · 10 shared positions

$TXN $AMGN $GD $MCD $WM $AFL

$853M

130 positions

#9Martin Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$GD $TXN $PEP $AMGN $VZ $TROW

$279M

73 positions

#10SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 8 shared positions

$GD $MCD $PEP $AMGN $APD $LMT

$2.0B

194 positions

#11BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 10 shared positions

$TXN $AMGN $GD $PEP $APD $ADP

$346M

113 positions

#12MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 11 shared positions

$TXN $LIN $GD $WM $AFL $USB

$277M

147 positions

#13Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 8 shared positions

$GD $MCD $AMGN $USB $APD $LMT

$214M

33 positions

#14Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$PEP $USB $MCD $CVS $WM $AMGN

$227M

73 positions

#15PINKERTON WEALTH, LLCActive

Notable overlap · 9 shared positions

$VZ $AMGN $PEP $TXN $MCD $WM

$1.2B

103 positions

#16DLK Investment Management, LLCPassive

Notable overlap · 8 shared positions

$PEP $AMGN $MCD $WM $TGT $LIN

$275M

99 positions

#17Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 8 shared positions

$GD $TXN $AFL $AMGN $LMT $ADP

$111M

62 positions

#18SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 9 shared positions

$VZ $AMGN $PEP $TXN $WM $MCD

$1.3B

97 positions

#19Willis Investment CounselActive

Notable overlap · 9 shared positions

$TXN $AFL $PEP $LMT $ADP $VZ

$2.0B

128 positions

#20Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 8 shared positions

$MCD $PEP $VZ $WM $LIN $APD

$199M

38 positions

#21MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$TXN $PEP $AMGN $USB $TGT $LMT

$1.2B

100 positions

#22CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$TXN $EMR $USB $TRV $CVS $TGT

$3.3B

229 positions

#23ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$TXN $AFL $MCD $PEP $GD $ADP

$2.0B

91 positions

#24Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$EMR $AMGN $TXN $MCD $WM $LIN

$360M

73 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$GD $MCD $PEP $TXN $VZ $LMT

$233M

122 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.