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 PFW Advisors

13F Portfolio OverlapQ2 2026PFW Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PFW Advisors LLC is an institutional investor managing $343M across 124 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 PFW Advisors are Somerset, MATTERN, Stonebridge Financial Group, with shared positions in $NEE, $ITW, $BLK, $MCD, $ABT, $PAYX. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 12 shared positions

$NEE $ITW $BLK $MCD $ABT $PAYX

$354M

186 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 12 shared positions

$NEE $BLK $ABT $PAYX $AWK $LIN

$857M

166 positions

#3Stonebridge Financial Group, LLCPassive

Notable overlap · 11 shared positions

$NEE $MCD $BLK $PAYX $LIN $ADI

$1.3B

275 positions

#4Cushing Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$NEE $ITW $MCD $SPGI $MDLZ $LIN

$145M

99 positions

#5BKM Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$NEE $BLK $SPGI $MCD $LIN $ADI

$282M

148 positions

#6PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 10 shared positions

$BLK $NEE $LIN $ADI $ITW $ECL

$844M

219 positions

#7DEARBORN PARTNERS LLCPassive

Notable overlap · 8 shared positions

$ITW $NEE $MCD $SPGI $ABT $ECL

$1.8B

269 positions

#8MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 9 shared positions

$NEE $BLK $MDLZ $MCD $LIN $ECL

$272M

149 positions

#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$NEE $BLK $SPGI $ICE $LIN $ECL

$499M

73 positions

#10BRADY FAMILY WEALTH, LLCPassive

Some overlap · 8 shared positions

$ITW $BLK $ABT $MCD $SPGI $ADI

$346M

113 positions

#11Narwhal Capital ManagementActive

Some overlap · 6 shared positions

$VMC $BLK $NEE $ADI $GD $LHX

$1.4B

157 positions

#12JGP Wealth Management, LLCActive

Some overlap · 8 shared positions

$NEE $ITW $PAYX $ICE $ADI $ABT

$1.1B

231 positions

#13Veritas Asset Management LLPActive

Some overlap · 3 shared positions

$VMC $SPGI $ICE

$5.6B

21 positions

#14Egerton Capital (UK) LLPActive

Some overlap · 3 shared positions

$VMC $SPGI $LIN

$10.4B

23 positions

#15Kesler, Norman & Wride, LLCPassive

Some overlap · 8 shared positions

$NEE $BLK $ICE $ABT $ADI $GD

$631M

271 positions

#16FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$VMC $ITW $SPGI $ADI

$4.8B

92 positions

#17PIONEER TRUST BANK N A/ORPassive

Some overlap · 7 shared positions

$NEE $ITW $BLK $ABT $MCD $ACN

$441M

87 positions

#18M. Kraus & CoPassive

Some overlap · 7 shared positions

$NEE $ITW $MDLZ $ABT $LIN $ECL

$377M

86 positions

#19UNITED BANKActive

Some overlap · 7 shared positions

$BLK $ITW $MCD $ABT $AWK $GD

$853M

130 positions

#20SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Some overlap · 7 shared positions

$NEE $BLK $MCD $ITW $ADI $ICE

$643M

215 positions

#21DLK Investment Management, LLCPassive

Some overlap · 7 shared positions

$ITW $MCD $ABT $ICE $LIN $ACN

$235M

96 positions

#22Farrow Financial, Inc.Active

Some overlap · 4 shared positions

$VMC $NEE $BLK $ITW

$187M

55 positions

#23CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$MDLZ $SPGI $PAYX $AWK $LIN $ADI

$6.4B

290 positions

#24CINCINNATI INSURANCE COActive

Some overlap · 7 shared positions

$BLK $MCD $ABT $MDLZ $ADI $ACN

$6.9B

64 positions

#25Tandem Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$NEE $BLK $MCD $ABT $ICE $WEC

$1.5B

68 positions

Compare PFW Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PFW Advisors’s holdings

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.