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 MEYER HANDELMAN

13F Portfolio OverlapQ2 2026MEYER HANDELMAN portfolio →

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Most similar hedge funds by 13F overlap

MEYER HANDELMAN CO is an institutional investor managing $3.5B across 274 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 MEYER HANDELMAN are UNITED BANK, Crescent Sterling, Ltd., Estabrook, with shared positions in $GLW, $AMGN, $GILD, $TXN, $ITW, $HON. The full ranking of 25 similar funds is below.

#1UNITED BANKActive

Notable overlap · 7 shared positions

$GLW $AMGN $GILD $TXN $ITW $HON

$853M

130 positions

#2Crescent Sterling, Ltd.Passive

Notable overlap · 8 shared positions

$VZ $QCOM $AMGN $TXN $HONA $HON

$122M

92 positions

#3Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$GLW $ETN $HON $HONA $VZ $AMGN

$739M

344 positions

#4Cornerstone Capital, Inc.Active

Notable overlap · 6 shared positions

$GLW $VZ $KMB $ETN $AMGN $PEP

$1.1B

120 positions

#5VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$GLW $VZ $KMB $QCOM $DELL $PEP

$1.1B

141 positions

#6Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$MCK $HON $ETN $HONA $TXN $PEP

$339M

49 positions

#7First Financial Bank - Trust DivisionActive

Notable overlap · 7 shared positions

$GLW $ETN $GILD $QCOM $PEP $HONA

$1.4B

205 positions

#8Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$GLW $ETN $AMGN $VZ $ITW $PEP

$231M

125 positions

#9Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$HON $ETN $HONA $QCOM $AMGN $TXN

$108M

52 positions

#10Fruth Investment ManagementPassive

Notable overlap · 7 shared positions

$TT $ETN $MPC $GLW $PEP $TXN

$409M

224 positions

#11Leisure Capital ManagementActive

Some overlap · 8 shared positions

$GLW $QCOM $MPC $HON $HONA $AMGN

$320M

157 positions

#12Pflug Koory, LLCPassive

Some overlap · 7 shared positions

$GLW $VZ $MCK $ALL $HON $HONA

$243M

424 positions

#13Brindle & Bay Financial Advisors, LLCActive

Some overlap · 7 shared positions

$VZ $KMB $GILD $TXN $ITW $DELL

$268M

102 positions

#14BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$GLW $VZ $QCOM $AMGN $SYY

$504M

136 positions

#15Deseret Mutual Benefit AdministratorsPassive

Some overlap · 7 shared positions

$GLW $GILD $TXN $MPC $AMGN $QCOM

$306M

518 positions

#16Argo Wealth Advisory, LLCActive

Some overlap · 6 shared positions

$MCK $HON $HONA $AMGN $ITW $PEP

$181M

50 positions

#17Insight Inv LLCPassive

Some overlap · 5 shared positions

$GLW $ALL $QCOM $AMGN $PEP

$210M

108 positions

#18VALLEY WEALTH MANAGERS, INC.Passive

Some overlap · 5 shared positions

$GLW $VZ $AMGN $DELL $HON

$1.8B

345 positions

#19PAYDEN & RYGELPassive

Some overlap · 5 shared positions

$GLW $MCK $ETN $GILD $TXN

$1.3B

131 positions

#20Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 6 shared positions

$MPC $QCOM $AMGN $GILD $TXN $ITW

$111M

62 positions

#21CHELSEA COUNSEL COPassive

Some overlap · 5 shared positions

$GLW $HON $HONA $AMGN $KMB

$236M

232 positions

#22SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 6 shared positions

$VZ $QCOM $KMB $AMGN $TXN $PEP

$1.3B

97 positions

#23PINKERTON WEALTH, LLCActive

Some overlap · 6 shared positions

$VZ $QCOM $KMB $AMGN $TXN $PEP

$1.2B

103 positions

#24Alan B. Lancz & Associates, Inc.Passive

Some overlap · 8 shared positions

$QCOM $AMGN $GILD $ALL $MPC $HON

$115M

138 positions

#25LAWOOD & COPassive

Some overlap · 5 shared positions

$GLW $VZ $QCOM $HON $GILD

$145M

94 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.