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Hedge Funds Similar to PETREDIS INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026PETREDIS INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

PETREDIS INVESTMENT ADVISORS LLC is an institutional investor managing $1.5B across 115 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 PETREDIS INVESTMENT ADVISORS are Empire Life Investments, HARVEY INVESTMENT, RESOURCES /CT, with shared positions in $VLO, $TJX, $CRWD, $AME, $EOG, $APH. The full ranking of 25 similar funds is below.

#1Empire Life Investments Inc.Active
Some overlap · 5 shared positions
$VLO$TJX$CRWD$AME$EOG
$1.8B
113 positions
#2HARVEY INVESTMENT CO LLCActive
Some overlap · 4 shared positions
$APH$TJX$FAST$AME
$918M
99 positions
#3RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$APH$TJX$CRWD$VLO
$794M
188 positions
#4MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$APH$BE$AME$FAST
$582M
170 positions
#5BTC Capital Management, Inc.Passive
Some overlap · 5 shared positions
$TJX$CRWD$FAST$APH$MAR
$1.6B
207 positions
#6Essential Investment Partners LLCPassive
Some overlap · 5 shared positions
$BE$TJX$CRWD$APH$LMT
$125M
312 positions
#7Union Heritage Capital, LLCPassive
Some overlap · 4 shared positions
$APH$TJX$AME$LMT
$295M
65 positions
#8Segment Wealth Management, LLCPassive
Some overlap · 4 shared positions
$APH$TJX$MAR$EOG
$1.9B
312 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APH$TJX$FAST$EOG
$499M
73 positions
#10KP Management LLCPassive
Some overlap · 3 shared positions
$APH$BE$COHR
$532M
86 positions
#11Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$APH$TJX$AME$LMT
$129M
79 positions
#12Berger Financial Group, IncPassive
Some overlap · 4 shared positions
$VLO$TJX$CRWD$EOG
$2.0B
486 positions
#13Ducere Wealth Management LLCPassive
Some overlap · 3 shared positions
$APH$BE$CRWD
$333M
135 positions
#14DUNCKER STREETT & CO INCPassive
Some overlap · 4 shared positions
$APH$CRWD$TJX$AME
$591M
521 positions
#15RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$VLO$TJX$MAR$BHP
$1.1B
90 positions
#16SNYDER CAPITAL MANAGEMENT L PActive
Some overlap · 3 shared positions
$APH$COHR$AME
$5.8B
69 positions
#17MinichMacGregor Wealth Management, LLCPassive
Some overlap · 4 shared positions
$VLO$TJX$MAR$LMT
$659M
150 positions
#18SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$APH$TJX$FAST
$125M
51 positions
#19BankPlus Trust DepartmentActive
Some overlap · 4 shared positions
$VLO$TJX$FAST$LMT
$428M
470 positions
#20ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$APH$TJX$AME
$1.9B
88 positions
#21Decatur Capital Management, Inc.Active
Some overlap · 3 shared positions
$APH$TJX$AME
$295M
53 positions
#22FIRST MERCHANTS CORPActive
Some overlap · 3 shared positions
$APH$TJX$AME
$2.8B
361 positions
#23DAVIS R M INCActive
Some overlap · 3 shared positions
$APH$TJX$AME
$6.3B
280 positions
#24Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$APH$TJX$AME
$214M
50 positions
#25CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$APH$TJX$AME
$456M
67 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.