What hedge funds are most similar to Patrick Mauro Investment Advisor, INC.?

The funds with the most similar 13F portfolios to Patrick Mauro Investment Advisor, INC. are Miramar, Heathbridge Ltd., Keystone Financial Planning, based on overlapping conviction holdings in the latest SEC filings.

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 Patrick Mauro Investment Advisor

13F Portfolio OverlapQ2 2026Patrick Mauro Investment Advisor portfolio →

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Most similar hedge funds by 13F overlap

Patrick Mauro Investment Advisor, INC. is an institutional investor managing $199M across 38 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 Patrick Mauro Investment Advisor are Miramar, Heathbridge Ltd., Keystone Financial Planning, with shared positions in $VZ, $MCD, $CME, $WM, $LMT, $PEP. The full ranking of 25 similar funds is below.

#1Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$VZ $MCD $CME $WM $LMT $PEP

$455M

57 positions

#2Heathbridge Capital Management Ltd.Active

Notable overlap · 4 shared positions

$VZ $ADP $KMB $AEP

$292M

28 positions

#3Keystone Financial Planning, Inc.Smart money

Notable overlap · 6 shared positions

$VZ $CME $PFE $BMY $MCD $LMT

$388M

39 positions

#4Welch Group, LLCPassive

Notable overlap · 9 shared positions

$LMT $MCD $PFE $AEP $VZ $KMB

$2.9B

326 positions

#5CORDA Investment Management, LLC.Active

Notable overlap · 8 shared positions

$CME $CNA $PEP $VZ $PFE $MDLZ

$1.6B

85 positions

#6SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$KMB $MCD $ADP $APD $PEP $VZ

$205M

55 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$MCD $LMT $VZ $CME $PEP $SO

$233M

122 positions

#8Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$VZ $LMT $ADP $PEP $CME $MDLZ

$159M

62 positions

#9RBO & CO LLCActive

Notable overlap · 7 shared positions

$MCD $PEP $WM $LMT $MDLZ $KMB

$628M

56 positions

#10OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 8 shared positions

$PEP $MCD $AEP $PFE $KMB $BMY

$2.7B

54 positions

#11Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$VZ $MCD $PFE $PEP $BMY

$513M

70 positions

#12YCG, LLCActive

Notable overlap · 4 shared positions

$LIN $CME $WM $CNI

$1.1B

41 positions

#13Clark & Stuart, IncPassive

Notable overlap · 4 shared positions

$ADP $KMB $PEP $APD

$159M

57 positions

#14Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$VZ $MCD $AEP $PFE $LMT $DUK

$151M

70 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$WM $PEP $ADP $MCD $LMT $DUK

$321M

107 positions

#16InvesTrustPassive

Notable overlap · 7 shared positions

$MCD $ADP $APD $PEP $BMY $VZ

$260M

95 positions

#17NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 6 shared positions

$ADP $PEP $LIN $VZ $APD $SO

$1.6B

109 positions

#18Signature Wealth Management Group

Notable overlap · 6 shared positions

$KMB $PFE $PEP $BMY $SO $MCD

$263M

128 positions

#19Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$MCD $PEP $VZ $WM $LIN $APD

$261M

101 positions

#20SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 6 shared positions

$MCD $LMT $APD $PEP $ADP $SO

$1.8B

176 positions

#21Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$MCD $VZ $KMB $PEP $SO $DOV

$497M

948 positions

#22Measured Risk Portfolios, Inc.Active

Notable overlap · 5 shared positions

$KMB $VZ $CME $AEP $DUK

$112M

63 positions

#23CAPITAL COUNSEL LLC/NYSmart money

Notable overlap · 4 shared positions

$CME $ADP $PEP $GLW

$2.6B

58 positions

#24Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$WM $AEP $LMT $MDLZ $PEP $DUK

$1.3B

54 positions

#25Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$LIN $CME $PEP $PFE $BMY

$473M

58 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.