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Hedge Funds Similar to PINNEY & SCOFIELD

13F Portfolio OverlapQ2 2026PINNEY & SCOFIELD portfolio →
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Most similar hedge funds by 13F overlap

PINNEY & SCOFIELD, INC. is an institutional investor managing $205M across 232 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 PINNEY & SCOFIELD are Banco de Sabadell, S.A, EDGAR LOMAX, Aull & Monroe Investment, with shared positions in $NEE, $UNP, $CSX, $SYK, $TXN, $CME. The full ranking of 25 similar funds is below.

#1Banco de Sabadell, S.APassive
Some overlap · 7 shared positions
$NEE$UNP$CSX$SYK$TXN$CME
$170M
61 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$NEE$UNP$T$CVS$PFE$TXN
$1.3B
58 positions
#3Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$NEE$UNP$T$CSX$CME$ADP
$239M
126 positions
#4Stamos Capital Partners, L.P.Passive
Some overlap · 6 shared positions
$NEE$UNP$T$PFE$DIS$CME
$653M
140 positions
#5Community Bank of RaymoreActive
Slight overlap · 6 shared positions
$NEE$UNP$T$CSX$PFE$TXN
$170M
76 positions
#6Minot DeBlois Advisors LLCPassive
Slight overlap · 6 shared positions
$NEE$UNP$PFE$DIS$ADP$ADI
$116M
240 positions
#7Steigerwald, Gordon & Koch Inc.Passive
Slight overlap · 6 shared positions
$NEE$T$PFE$SYK$DIS$ADP
$1.0B
765 positions
#8AAFMAA Wealth Management & Trust LLCPassive
Slight overlap · 5 shared positions
$NEE$UNP$DELL$CSX$SYK
$286M
95 positions
#9BCV Asset Management Inc.Active
Slight overlap · 4 shared positions
$BMO$NEE$UNP$TXN
$3.3B
116 positions
#10FARMERS TRUST CO
Slight overlap · 5 shared positions
$NEE$UNP$T$CVS$CME
$637M
203 positions
#11DCM Advisors, LLCActive
Slight overlap · 6 shared positions
$DELL$T$CVS$CSX$PFE$DIS
$253M
38 positions
#12Cohen Capital Management, Inc.Active
Slight overlap · 5 shared positions
$NEE$UNP$CVS$CSX$SYK
$735M
152 positions
#13Hixon Zuercher, LLCPassive
Slight overlap · 5 shared positions
$NEE$UNP$DELL$SYK$DIS
$341M
88 positions
#14NBT BANK N A /NYPassive
Slight overlap · 5 shared positions
$BMO$NEE$UNP$ADP$MDY
$1.5B
1,069 positions
#15DAVIDSON TRUST COPassive
Slight overlap · 6 shared positions
$NEE$CSX$PFE$DIS$ADP$MDY
$256M
190 positions
#16Palouse Capital Management, Inc.Passive
Slight overlap · 6 shared positions
$DELL$T$CVS$PFE$DIS$TXN
$160M
124 positions
#17Parkside Investments, LLCActive
Slight overlap · 5 shared positions
$NEE$UNP$CVS$DIS$CME
$902M
91 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Slight overlap · 5 shared positions
$NEE$UNP$PFE$DIS$TXN
$529M
75 positions
#19Persium Advisors, LLCSmart money
Slight overlap · 5 shared positions
$UNP$DELL$T$CVS$PFE
$153M
69 positions
#20Archer Investment CorpPassive
Slight overlap · 5 shared positions
$NEE$UNP$CVS$PFE$DIS
$508M
1,236 positions
#21EP Wealth Advisors, LLCPassive
Slight overlap · 5 shared positions
$NEE$UNP$DELL$SYK$MDY
$26.2B
1,713 positions
#22Northwest & Ethical Investments L.P.Passive
Slight overlap · 4 shared positions
$NEE$BMO$UNP$ADI
$4.3B
522 positions
#23Berkshire BankActive
Slight overlap · 5 shared positions
$NEE$UNP$SYK$DIS$TXN
$524M
160 positions
#24Hartford Financial Management Inc.Passive
Slight overlap · 6 shared positions
$UNP$CSX$DIS$TXN$CME$ADP
$448M
349 positions
#25Genus Capital Management Inc.Passive
Slight overlap · 5 shared positions
$BMO$DELL$TXN$WDC$ADI
$1.0B
204 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.