13F Pro

Hedge Funds Similar to PHILADELPHIA

13F Portfolio OverlapQ2 2026PHILADELPHIA portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PHILADELPHIA TRUST CO is an institutional investor managing $1.6B across 269 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 PHILADELPHIA are Minneapolis Portfolio Group, WATERS PARKERSON, Rodgers Brothers, with shared positions in $COHR, $BWXT, $UBER, $NEM, $HONA, $ROK. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 5 shared positions
$COHR$BWXT$UBER$NEM$HONA
$1.1B
34 positions
#2WATERS PARKERSON & CO., LLCActive
Notable overlap · 3 shared positions
$COHR$ROK$ABT
$2.0B
200 positions
#3Rodgers Brothers Inc.Active
Notable overlap · 3 shared positions
$COHR$ROK$ABT
$1.0B
247 positions
#4Roberts Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$COHR$ROK$ISRG
$440M
111 positions
#5Brookmont Capital ManagementActive
Some overlap · 6 shared positions
$LHX$SOLS$ABT$HON$HONA$BWXT
$186M
61 positions
#6Firsthand Capital Management, Inc.Active
Some overlap · 3 shared positions
$COHR$BWXT$UBER
$63M
54 positions
#7Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$COHR$UBER$FCX
$524M
92 positions
#8RPG Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$BWXT$LHX$FCX$FANG$ISRG
$973M
93 positions
#9Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 5 shared positions
$LHX$SOLS$HON$HONA$FCX
$362M
116 positions
#10M. Kraus & CoPassive
Some overlap · 3 shared positions
$ROK$LHX$ABT
$377M
86 positions
#11Delaney Dennis RActive
Some overlap · 4 shared positions
$ROK$UBER$ABT$HON
$314M
61 positions
#12Notis-McConarty EdwardActive
Some overlap · 4 shared positions
$ROK$UBER$ABT$AMGN
$231M
67 positions
#13WESTPORT ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$COHR$ROK$UBER
$245M
80 positions
#14CHELSEA COUNSEL COPassive
Some overlap · 6 shared positions
$LHX$AMGN$HON$HONA$ABT$FCX
$236M
232 positions
#15Coppell Advisory Solutions LLCPassive
Some overlap · 4 shared positions
$SOLS$COHR$IQV$ISRG
$1.2B
553 positions
#16Themes Management Co LLCPassive
Some overlap · 5 shared positions
$LHX$BWXT$HON$HONA$FCX
$151M
120 positions
#17Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$UBER$MPC$ABT$FANG$DHI
$1.9B
118 positions
#18MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 5 shared positions
$UBER$SOLS$HON$HONA$FCX
$875M
51 positions
#19VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$COHR$FANG$PHYS
$473M
120 positions
#20Brick & Kyle, AssociatesActive
Some overlap · 4 shared positions
$LHX$UBER$HON$ISRG
$303M
96 positions
#21KWMG, LLCPassive
Some overlap · 4 shared positions
$ROK$MPC$AMGN$DVN
$1.4B
153 positions
#22Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$ROK$UBER$ABT
$1.4B
135 positions
#23PUZO MICHAEL JPassive
Some overlap · 3 shared positions
$ROK$UBER$ABT
$388M
66 positions
#24Elefante Mark BActive
Some overlap · 3 shared positions
$ROK$UBER$ABT
$232M
60 positions
#25Dempze Nancy EPassive
Some overlap · 3 shared positions
$ROK$UBER$ABT
$209M
91 positions

Compare PHILADELPHIA’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 PHILADELPHIA’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.