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Hedge Funds Similar to PFC GROUP

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

PFC CAPITAL GROUP, INC. is an institutional investor managing $260M across 89 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 PFC GROUP are SPRING, MATRIX ASSET ADVISORS, Boit C F David, with shared positions in $QCOM, $PEP, $ADP, $ETN, $MCD, $AMGN. The full ranking of 25 similar funds is below.

#1SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$QCOM$PEP$ADP$ETN$MCD
$208M
56 positions
#2MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$QCOM$PEP$AMGN$ADP$SBUX
$1.2B
100 positions
#3Boit C F DavidPassive
Some overlap · 9 shared positions
$QCOM$PEP$ADP$CHD$UNP$LIN
$238M
85 positions
#4O'Keefe Stevens Advisory, Inc.Active
Some overlap · 5 shared positions
$QCOM$AMGN$UNP$GLW$SBUX
$489M
81 positions
#5R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$QCOM$AMGN$ADP$SBUX
$142M
39 positions
#6HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 4 shared positions
$QCOM$PEP$LIN$MCD
$209M
83 positions
#7COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$QCOM$CHD$ADP$ITW$LIN
$1.7B
91 positions
#8Advanced Asset Management Advisors IncActive
Some overlap · 5 shared positions
$QCOM$PEP$AMGN$UNP$EMR
$387M
88 positions
#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$QCOM$PEP$AMGN$MCD$EMR
$203M
58 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 8 shared positions
$QCOM$PEP$AMGN$ADP$ETN$UNP
$108M
52 positions
#11First Long Island Investors, LLCActive
Some overlap · 7 shared positions
$QCOM$PEP$AMGN$ADP$ETN$ITW
$1.4B
73 positions
#12JACOBS & CO/CAPassive
Some overlap · 8 shared positions
$QCOM$PEP$AMGN$ADP$UNP$MCD
$1.2B
132 positions
#13Oak Asset Management, LLCActive
Some overlap · 5 shared positions
$QCOM$AMGN$PEP$CHD$MCD
$317M
112 positions
#14R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$QCOM$ADP$LIN
$188M
39 positions
#15Harrington Investments, INCPassive
Some overlap · 6 shared positions
$QCOM$CHD$AMGN$ITW$SBUX$EMR
$209M
80 positions
#16BROOKTREE CAPITAL MANAGEMENTActive
Some overlap · 5 shared positions
$QCOM$MCD$PEP$AMGN$EMR
$153M
44 positions
#17DLK Investment Management, LLCPassive
Some overlap · 6 shared positions
$QCOM$PEP$AMGN$ITW$LIN$MCD
$275M
99 positions
#18Orion Investment CoActive
Some overlap · 3 shared positions
$QCOM$UNP$EMR
$343M
73 positions
#19SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 6 shared positions
$QCOM$PEP$ADP$UNP$ITW$LIN
$217M
287 positions
#20Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$QCOM$AMGN$ADP$ITW$EMR
$204M
95 positions
#21Borer Denton & Associates, Inc.Passive
Some overlap · 7 shared positions
$CHD$PEP$QCOM$UNP$ITW$ADP
$305M
74 positions
#22GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$QCOM$AMGN$ITW$EMR
$906M
153 positions
#23Aull & Monroe Investment Management CorpPassive
Some overlap · 8 shared positions
$PEP$AMGN$ADP$ETN$UNP$ITW
$231M
125 positions
#24Telos Capital Management, Inc.Passive
Some overlap · 3 shared positions
$QCOM$PEP$AMGN
$1.1B
201 positions
#25Kensington Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$QCOM$PEP$AMGN$CHD$UNP
$230M
85 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.