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Hedge Funds Similar to PENNSYLVANIA

13F Portfolio OverlapQ2 2026PENNSYLVANIA portfolio →
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Most similar hedge funds by 13F overlap

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV is an institutional investor managing $395M across 123 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 PENNSYLVANIA are WEITZ INVESTMENT, Narwhal, PFW Advisors, with shared positions in $VMC, $ADI, $TXN, $COF, $NEE, $GD. The full ranking of 25 similar funds is below.

#1WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$VMC$ADI$TXN$COF
$1.4B
50 positions
#2Narwhal Capital ManagementActive
Some overlap · 4 shared positions
$VMC$ADI$NEE$GD
$1.4B
157 positions
#3PFW Advisors LLCActive
Some overlap · 4 shared positions
$VMC$ADI$NEE$GD
$343M
124 positions
#4Palmer Knight CoPassive
Some overlap · 5 shared positions
$VMC$TXN$COF$SPCX$FTNT
$260M
36 positions
#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$VMC$ADI$TXN$WFC$CW
$1.3B
99 positions
#6PAYDEN & RYGELPassive
Some overlap · 4 shared positions
$ADI$MS$EPD$TXN
$1.3B
131 positions
#7CITIZENS & NORTHERN CORPActive
Some overlap · 5 shared positions
$CZNC$ADI$BX$WFC$GD
$438M
117 positions
#8ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$ADI$EPD$NEE$BX$FTNT
$99M
22 positions
#9Baer Investment Advisory LLCPassive
Some overlap · 5 shared positions
$ADI$EPD$NEE$TXN$CW
$119M
43 positions
#10Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$VMC$COF$BX
$283M
103 positions
#11Evansbrook LLCActive
Some overlap · 5 shared positions
$MS$ADI$NEE$TXN$WFC
$168M
127 positions
#12Proactive Wealth Strategies LLCPassive
Some overlap · 3 shared positions
$VMC$NEE$BX
$623M
222 positions
#13Meadowbrook Advisors Group, LLCPassive
Some overlap · 5 shared positions
$MS$ADI$NEE$TXN$GD
$187M
169 positions
#14Avantyr Capital Partners, LPActive
Some overlap · 3 shared positions
$VMC$COF$SPCX
$2.7B
24 positions
#15LDIC Inc.Active
Some overlap · 4 shared positions
$ADI$MS$NEE$TXN
$160M
25 positions
#16Charter Oak Capital Management, LLC
Some overlap · 4 shared positions
$ADI$MS$NEE$TXN
$1.3B
208 positions
#17Spectrum Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$ADI$MS$NEE$TXN
$245M
76 positions
#18BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$ADI$VMC$MS
$558M
152 positions
#196th Street Advisors, LLCActive
Some overlap · 3 shared positions
$VMC$COF$GD
$174M
61 positions
#20LORD, ABBETT & CO. LLCPassive
Some overlap · 4 shared positions
$ADI$MS$NEE$WFC
$34.9B
558 positions
#21Ensign Peak Advisors, IncActive
Some overlap · 6 shared positions
$MS$NEE$ADI$EPD$TXN$WFC
$60.8B
1,724 positions
#22Aventura Private Wealth, LLCPassive
Some overlap · 5 shared positions
$MS$ADI$NEE$TXN$WFC
$326M
986 positions
#23Cyndeo Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$ADI$MS$NEE$TXN
$2.1B
517 positions
#24LOM Asset Management LtdPassive
Some overlap · 4 shared positions
$ADI$MS$NEE$GD
$387M
279 positions
#25Somerset Trust CoPassive
Some overlap · 4 shared positions
$ADI$MS$NEE$GD
$354M
186 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.