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 PNC FINANCIAL SERVICES GROUP

13F Portfolio OverlapQ2 2026PNC FINANCIAL SERVICES GROUP portfolio →

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Most similar hedge funds by 13F overlap

PNC FINANCIAL SERVICES GROUP, INC. is an institutional investor managing $201.8B across 5,212 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 PNC FINANCIAL SERVICES GROUP are Stokes Advisors, Spectrum Investment Advisors, Signet Private Wealth, with shared positions in $MCD, $NEE, $PEP, $TXN, $MS, $VFC. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Slight overlap · 5 shared positions

$MCD $NEE $PEP $TXN $MS

$467M

118 positions

#2Spectrum Investment Advisors, Inc.Active

Slight overlap · 5 shared positions

$MCD $NEE $PEP $TXN $MS

$245M

76 positions

#3Signet Private Wealth LLCPassive

Slight overlap · 5 shared positions

$MCD $NEE $PEP $TXN $MS

$125M

127 positions

#4Charter Oak Capital Management, LLC

Slight overlap · 5 shared positions

$MCD $NEE $PEP $TXN $MS

$1.3B

208 positions

#5Fiduciary Alliance LLCPassive

Slight overlap · 4 shared positions

$VFC $NEE $TXN $MS

$1.5B

535 positions

#6NCM Capital Management, LLCPassive

Slight overlap · 5 shared positions

$MCD $NEE $PEP $MDY $MS

$324M

194 positions

#7Mayflower Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$MCD $NEE $PEP $MDY $MS

$1.2B

499 positions

#8ADIRONDACK TRUST COPassive

Slight overlap · 5 shared positions

$MCD $NEE $PEP $MDY $MS

$336M

558 positions

#9MATRIX ASSET ADVISORS INC/NYActive

Slight overlap · 5 shared positions

$NEE $PEP $TXN $MDY $MS

$1.2B

106 positions

#10FINANCIAL ADVISORY PARTNERS, LLCActive

Slight overlap · 5 shared positions

$NEE $VFC $PEP $MS $KTB

$383M

74 positions

#11Legacy Financial Strategies, LLCActive

Slight overlap · 3 shared positions

$ERIE $MCD $NEE

$646M

152 positions

#12Columbia Asset ManagementActive

Slight overlap · 3 shared positions

$ERIE $MCD $PEP

$575M

168 positions

#13Haverford Trust CoActive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$11.6B

424 positions

#14Tyche Wealth Partners LLCPassive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$712M

339 positions

#15Coston, McIsaac & PartnersPassive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$497M

948 positions

#16Royal Capital Wealth Management, LLCActive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$178M

101 positions

#17Nicholson Wealth Management Group, LLCPassive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$170M

111 positions

#18Welch Group, LLCPassive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$2.9B

326 positions

#19CANANDAIGUA NATIONAL BANK & TRUST COPassive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$1.2B

305 positions

#20Blossom Wealth ManagementActive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$71M

72 positions

#21CUTLER INVESTMENT COUNSEL LLCActive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$1.1B

157 positions

#22CAMDEN NATIONAL BANKPassive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$767M

184 positions

#23Walsky Investment Management, Inc.Passive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$108M

52 positions

#24Andrews Advisory Associates, LLCActive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$208M

86 positions

#25Somerset Group LLCActive

Slight overlap · 4 shared positions

$MCD $NEE $PEP $TXN

$142M

58 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.