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Hedge Funds Similar to Pathway Financial Advisors

13F Portfolio OverlapQ2 2026Pathway Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Pathway Financial Advisors LLC is an institutional investor managing $857M across 130 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 Pathway Financial Advisors are WOODLEY FARRA MANION PORTFOLIO, CINCINNATI FINANCIAL, MANAGED ASSET PORTFOLIOS, with shared positions in $HON, $CHD, $AJG, $ABT, $PM, $NSC. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$HON$CHD$AJG$ABT
$2.1B
131 positions
#2CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$HON$PM$NSC$AJG$ABT
$5.2B
56 positions
#3MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 3 shared positions
$HON$GLDM$SOLS
$875M
51 positions
#4One Fin Capital Management LPActive
Slight overlap · 3 shared positions
$HON$NSC$SOLS
$310M
23 positions
#5ENTREWEALTH, LLCActive
Slight overlap · 3 shared positions
$BWIN$GLDM$PM
$270M
140 positions
#6Borer Denton & Associates, Inc.Passive
Slight overlap · 3 shared positions
$CHD$HON$ABT
$305M
74 positions
#7Newport Trust Company, LLCActive
Slight overlap · 3 shared positions
$HON$BA$PM
$41.5B
63 positions
#8Yoffe Investment Management, LLCPassive
Slight overlap · 3 shared positions
$HON$PM$BA
$87M
113 positions
#9Midwest Financial Partners Investments, Inc.Active
Slight overlap · 3 shared positions
$HON$DE$BA
$241M
80 positions
#10COMPASS CAPITAL MANAGEMENT, INCActive
Slight overlap · 3 shared positions
$CHD$DE$BA
$1.7B
91 positions
#11WEDGEWOOD INVESTORS INC /PA/Passive
Slight overlap · 4 shared positions
$CHD$PM$NSC$DE
$97M
110 positions
#12Hamilton Point Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$CHD$DE$AJG
$710M
193 positions
#13American National Bank of TexasActive
Slight overlap · 4 shared positions
$GLDM$HON$PM$ABT
$110M
56 positions
#14Wallington Asset Management, LLCActive
Slight overlap · 4 shared positions
$HON$DE$SOLS$BA
$814M
61 positions
#15SAYBROOK CAPITAL /NCActive
Slight overlap · 3 shared positions
$HON$NSC$DE
$400M
42 positions
#16Lionhunter Capital Management, LLCPassive
Slight overlap · 3 shared positions
$HON$BA$ABT
$222M
109 positions
#17Brookmont Capital ManagementActive
Slight overlap · 4 shared positions
$HON$SOLS$AJG$ABT
$186M
61 positions
#18BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Slight overlap · 4 shared positions
$HON$NSC$DE$ABT
$2.5B
270 positions
#19Tradewinds, LLC.Passive
Slight overlap · 3 shared positions
$HON$DE$MPC
$444M
215 positions
#20M. Kraus & CoPassive
Slight overlap · 3 shared positions
$CHD$NSC$ABT
$377M
86 positions
#21Asset Advisors Investment Management, LLCActive
Slight overlap · 3 shared positions
$CHD$DE$ABT
$1.1B
102 positions
#22TABLEAUX LLCActive
Slight overlap · 4 shared positions
$GLDM$HON$DE$MPC
$238M
120 positions
#23Owlhouse Capital LPPassive
Slight overlap · 3 shared positions
$HON$BA$MPC
$65M
40 positions
#24Copia Wealth ManagementPassive
Slight overlap · 4 shared positions
$GLDM$PM$DE$MPC
$166M
570 positions
#25Codex Capital Asset Management L.L.C.Active
Slight overlap · 3 shared positions
$HON$BA$SOLS
$289M
33 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.