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 LaFleur & Godfrey

13F Portfolio OverlapQ2 2026LaFleur & Godfrey portfolio →

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Most similar hedge funds by 13F overlap

LaFleur & Godfrey LLC is an institutional investor managing $842M across 149 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 LaFleur & Godfrey are Bath Savings, WENDELL DAVID ASSOCIATES, Dundas Partners LLP, with shared positions in $SYK, $ECL, $WSO, $NEE, $APH, $CHD. The full ranking of 25 similar funds is below.

#1Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$SYK $ECL $WSO $NEE $APH $CHD

$966M

178 positions

#2WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 8 shared positions

$SYK $ECL $NEE $WSO $APH $CHD

$947M

155 positions

#3Dundas Partners LLPActive

Notable overlap · 7 shared positions

$SYK $TMO $AXP $APH $ALC $CRM

$1.4B

31 positions

#4NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 5 shared positions

$SYK $ECL $AXP $APH $NEE

$843M

131 positions

#5Stone Summit Wealth LLCPassive

Notable overlap · 7 shared positions

$ECL $SYK $AXP $APH $NEE $PEP

$370M

137 positions

#6WORMSER FRERES GESTIONActive

Notable overlap · 5 shared positions

$SYK $ECL $TMO $ALC $ABT

$181M

71 positions

#7Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$TMO $CW $AXP $SYK $APH

$271M

55 positions

#8Tandem Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$SYK $APH $NEE $CHD $ABT $PEP

$1.5B

68 positions

#9DEARBORN PARTNERS LLCPassive

Notable overlap · 7 shared positions

$WSO $APH $SYK $ECL $NEE $ABT

$1.8B

269 positions

#10Baer Investment Advisory LLCActive

Notable overlap · 5 shared positions

$ECL $TMO $CW $APH $NEE

$126M

65 positions

#11HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$ECL $SYK $APH $TMO $WSO

$2.9B

286 positions

#12Van Cleef Asset Management,IncActive

Notable overlap · 7 shared positions

$SYK $PLTR $AXP $PAYX $SCHW $PEP

$1.0B

120 positions

#13MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$ECL $SYK $APH $ALC $TMO $PEP

$1.3B

81 positions

#14PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $ECL $NEE $ABT $PEP

$209M

54 positions

#15Railway Pension Investments LtdActive

Notable overlap · 5 shared positions

$CEG $TMO $APH $SYK $NEE

$8.0B

102 positions

#16Advocacy Wealth Management, LLCActive

Notable overlap · 6 shared positions

$SYK $APH $ALC $CHD $ABT $SCHW

$2.8B

151 positions

#17M. Kraus & CoPassive

Notable overlap · 6 shared positions

$ECL $TMO $NEE $CHD $ABT $PEP

$373M

83 positions

#18Trask Adam Roland

Notable overlap · 6 shared positions

$SYK $CEG $ECL $TMO $ABT $PLTR

$106M

190 positions

#19SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 6 shared positions

$SYK $AXP $PAYX $PLTR $ECL $ABT

$1.5B

160 positions

#20Cranbrook Wealth Management, LLCActive

Notable overlap · 8 shared positions

$SYK $VMC $WSO $ECL $ABT $TMO

$534M

406 positions

#21Chesley Taft & Associates LLCPassive

Notable overlap · 7 shared positions

$SYK $APH $AXP $TMO $ABT $PEP

$2.6B

365 positions

#22ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$SYK $AXP $APH $TMO $CHD $PEP

$2.0B

91 positions

#23YHB Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$TMO $ECL $APH $SYK $WWD $NEE

$1.6B

314 positions

#24FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $VMC $APH $STE $WSO

$4.6B

93 positions

#25Burnham & Co LLCPassive

Notable overlap · 6 shared positions

$SYK $CEG $ECL $ABT $TMO $PLTR

$124M

197 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.