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 Prudent Man Investment

13F Portfolio OverlapQ2 2026Prudent Man Investment portfolio →

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Most similar hedge funds by 13F overlap

Prudent Man Investment Management, Inc. is an institutional investor managing $293M across 169 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 Prudent Man Investment are MATRIX ASSET ADVISORS, Rayburn West Financial Services, DAVIS-REA LTD., with shared positions in $PNC, $LMT, $TMO, $WFC, $PEP, $LOW. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$PNC $LMT $TMO $WFC $PEP $LOW

$1.2B

106 positions

#2Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$LMT $PNC $AXP $WFC $PEP $MCD

$181M

81 positions

#3DAVIS-REA LTD.Active

Some overlap · 6 shared positions

$PNC $DIS $TMO $WFC $MCD $ABT

$351M

45 positions

#4OFS Enterprise LLCActive

Some overlap · 5 shared positions

$PNC $AXP $WFC $MCD $LOW

$392M

106 positions

#5Junk Investment Group, LLCActive

Some overlap · 5 shared positions

$PNC $DOV $AXP $DIS $WFC

$226M

97 positions

#6BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 8 shared positions

$PNC $LMT $WFC $PEP $WM $LOW

$2.5B

270 positions

#7Flavin Financial Services, Inc.Passive

Some overlap · 5 shared positions

$PNC $LMT $PEP $LOW $MCD

$175M

81 positions

#8Focused Investors LLCActive

Some overlap · 6 shared positions

$LMT $AXP $DIS $PEP $LOW $MCD

$3.0B

23 positions

#9Foster Group, Inc.Active

Some overlap · 6 shared positions

$AXP $DOV $CASY $WFC $MCD $PLTR

$3.8B

318 positions

#10MeadowBrook Investment Advisors LLCPassive

Some overlap · 6 shared positions

$AXP $DOV $TMO $DIS $WFC $PEP

$126M

196 positions

#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 5 shared positions

$LMT $DOV $DIS $ASML $ABT

$2.1B

131 positions

#12Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$PNC $LMT $PEP $CCZ $ABT

$159M

62 positions

#13GUYASUTA INVESTMENT ADVISORS INCActive

Some overlap · 6 shared positions

$PNC $TMO $ASML $PEP $LOW $MCD

$1.9B

276 positions

#14Richwood Investment Advisors, LLCActive

Some overlap · 7 shared positions

$LMT $AXP $WFC $PEP $WM $LOW

$142M

106 positions

#15Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$PNC $LMT $DIS $PEP $ASML $CCZ

$169M

84 positions

#16Networth Advisors, LLCActive

Some overlap · 7 shared positions

$PNC $DIS $TMO $PEP $LOW $PLTR

$172M

383 positions

#17FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Some overlap · 8 shared positions

$AXP $LMT $DIS $PEP $LOW $CCZ

$670M

79 positions

#18Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$PNC $WFC $PEP $LOW $MCD $ABT

$108M

52 positions

#19PROVIDENT TRUST COSmart money

Some overlap · 3 shared positions

$PNC $AXP $TMO

$4.8B

22 positions

#20DOVER ADVISORS, LLCPassive

Some overlap · 8 shared positions

$AXP $DIS $TMO $PEP $ASML $EXPE

$244M

153 positions

#21Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$AXP $LMT $DIS $PEP $LOW $CCZ

$762M

267 positions

#22PARTHENON LLCActive

Some overlap · 5 shared positions

$AXP $DOV $PNC $DIS $PEP

$962M

133 positions

#23Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$LMT $AXP $WM $LOW $MCD $ABT

$297M

103 positions

#24VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 6 shared positions

$PNC $DIS $TMO $WFC $PEP $LOW

$333M

178 positions

#25LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 6 shared positions

$AXP $LMT $PNC $ASML $DIS $WM

$213M

124 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.