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Hedge Funds Similar to PARTHENON

13F Portfolio OverlapQ3 2026PARTHENON portfolio →
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Most similar hedge funds by 13F overlap

PARTHENON LLC is an institutional investor managing $967M across 129 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 PARTHENON are GODSEY & GIBB, CACTI ASSET, CORDA Investment, with shared positions in $GLW, $FAST, $PAYX, $PEP, $SYK, $PNC. The full ranking of 25 similar funds is below.

#1GODSEY & GIBB, INCPassive
Notable overlap · 7 shared positions
$GLW$FAST$PAYX$PEP$SYK$PNC
$1.2B
611 positions
#2CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$GLW$AXP$CVS$DIS$WAT
$1.9B
79 positions
#3CORDA Investment Management, LLC.Active
Notable overlap · 7 shared positions
$GLW$PEP$SCHW$PAYX$MDLZ$MDT
$1.5B
78 positions
#4Insight Inv LLCPassive
Notable overlap · 4 shared positions
$GLW$AXP$PEP$PNC
$210M
108 positions
#5CapWealth Advisors, LLCActive
Notable overlap · 4 shared positions
$GLW$PEP$CVS$SYK
$1.3B
122 positions
#6UNITED BANKActive
Notable overlap · 5 shared positions
$GLW$DOV$PEP$SYK$HSY
$853M
130 positions
#7Van Cleef Asset Management,IncActive
Notable overlap · 7 shared positions
$PAYX$AXP$PEP$SCHW$SYK$DIS
$1.0B
120 positions
#8Cornerstone Capital, Inc.Active
Notable overlap · 4 shared positions
$GLW$SCHW$PEP$DIS
$1.1B
120 positions
#9Provident Investment Management, Inc.Active
Notable overlap · 4 shared positions
$GLW$BKNG$FAST$SCHW
$999M
87 positions
#10TRUST CO OF VIRGINIA /VAPassive
Notable overlap · 4 shared positions
$GLW$FAST$PEP$PM
$1.3B
220 positions
#11Piscataqua Savings BankPassive
Notable overlap · 5 shared positions
$GLW$AXP$SYK$PEP$DIS
$146M
410 positions
#12AUXIER ASSET MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$GLW$PEP$BKNG$CVS$PM$MDT
$745M
184 positions
#13Two Point Capital Management, Inc.Active
Notable overlap · 6 shared positions
$DOV$PAYX$GLW$SYK$MDT$HSY
$223M
30 positions
#14Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 4 shared positions
$GLW$PNC$CRM$MDT
$327M
94 positions
#15FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 5 shared positions
$GLW$SCHW$SYK$WAT$DIS
$118M
56 positions
#16LONDON CO OF VIRGINIAActive
Notable overlap · 5 shared positions
$GLW$SCHW$FAST$CHDN$PM
$17.5B
169 positions
#17Francis Financial, Inc.Active
Notable overlap · 3 shared positions
$GLW$AXP$PNC
$610M
134 positions
#18FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Notable overlap · 4 shared positions
$GLW$SYK$PNC$SCHW
$202M
327 positions
#19BOWEN HANES & CO INCActive
Notable overlap · 3 shared positions
$GLW$AXP$SCHW
$4.1B
151 positions
#20Oakmont Investment Advisors, Inc.Passive
Notable overlap · 5 shared positions
$GLW$PEP$SCHW$SYK$MDT
$148M
114 positions
#21VALICENTI ADVISORY SERVICES INCActive
Notable overlap · 3 shared positions
$GLW$PEP$PM
$531M
81 positions
#22Tufton Capital ManagementPassive
Notable overlap · 4 shared positions
$GLW$MDLZ$PM$MDT
$583M
131 positions
#23CHEMUNG CANAL TRUST COActive
Notable overlap · 3 shared positions
$GLW$AXP$PEP
$541M
111 positions
#24Hanson & Doremus Investment ManagementActive
Notable overlap · 3 shared positions
$GLW$SCHW$MDT
$982M
493 positions
#25Evelyn Partners Asset Management Ltd
Notable overlap · 6 shared positions
$DOV$BKNG$SYK$WAT$DIS$MDLZ
$406M
308 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.