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 MOSELEY INVESTMENT

13F Portfolio OverlapQ1 2026MOSELEY INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

MOSELEY INVESTMENT MANAGEMENT INC is an institutional investor managing $314M across 163 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MOSELEY INVESTMENT are StrongBox Wealth, Banco de Sabadell, S.A, OLD POINT & FINANCIAL SERVICES N A, with shared positions in $ETN, $NEE, $AMGN, $BX, $PEP, $PLTR. The full ranking of 25 similar funds is below.

#1StrongBox Wealth, LLCPassive

Notable overlap · 7 shared positions

$ETN $NEE $AMGN $BX $PEP $PLTR

$351M

267 positions

#2Banco de Sabadell, S.APassive

Notable overlap · 5 shared positions

$ETN $NEE $VLO $AMGN $QCOM

$170M

61 positions

#3OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 7 shared positions

$NEE $PLTR $ETN $LMT $AMGN $BX

$329M

323 positions

#4M3 Wealth Management, LLCActive

Notable overlap · 5 shared positions

$ETN $NEE $LMT $VLO $PEP

$154M

35 positions

#5Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$ETN $LMT $AMGN $DUK $PEP

$214M

33 positions

#6FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$ETN $NEE $LMT $AMGN $BX $PEP

$5.3B

210 positions

#7SPRING CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ETN $NEE $QCOM $PEP $PLTR

$205M

55 positions

#8Haverford Financial Services, Inc.Active

Some overlap · 4 shared positions

$ETN $NEE $HON $PEP

$339M

49 positions

#9First Long Island Investors, LLCActive

Some overlap · 7 shared positions

$ETN $NEE $AMGN $QCOM $LMT $PEP

$1.4B

73 positions

#10AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 5 shared positions

$ETN $NEE $AMGN $MELI $APH

$1.6B

118 positions

#11Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$NEE $ETN $AMGN $LMT $HON $PEP

$227M

73 positions

#12DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$ETN $LMT $AMGN $DOV $MELI

$124M

100 positions

#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ETN $NEE $AMGN $QCOM $DUK $PEP

$8.0B

1,334 positions

#14Wilson & Boucher Capital Management, LLCPassive

Some overlap · 7 shared positions

$NEE $AMGN $HON $QCOM $DOV $DUK

$170M

121 positions

#15OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 5 shared positions

$ETN $VLO $QCOM $DUK $PEP

$2.7B

54 positions

#16Ark Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$NEE $LMT $VLO $QCOM $PEP

$113M

87 positions

#17Summit Financial Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$ETN $LMT $VLO

$782M

225 positions

#18Phoenix Wealth AdvisorsActive

Some overlap · 4 shared positions

$ETN $NEE $AMGN $PEP

$297M

129 positions

#19BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Some overlap · 5 shared positions

$ETN $HON $QCOM $CRWD $PEP

$371M

394 positions

#20Ridge Creek Global, IncPassive

Some overlap · 3 shared positions

$ETN $NEE $HON

$129M

94 positions

#21ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Some overlap · 5 shared positions

$NEE $LMT $VLO $EPD $DUK

$194M

122 positions

#22First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$NEE $LMT $AMGN $HON $BX

$529M

75 positions

#23Argo Wealth Advisory, LLCActive

Some overlap · 5 shared positions

$NEE $LMT $AMGN $HON $PEP

$181M

50 positions

#24Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$NEE $ETN $AMGN $LMT $DUK $PEP

$239M

126 positions

#25Stablepoint Partners, LLCPassive

Some overlap · 6 shared positions

$NEE $LMT $AMGN $QCOM $DUK $PEP

$723M

260 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.