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 Roxbury Financial

13F Portfolio OverlapQ3 2026Roxbury Financial portfolio →

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Most similar hedge funds by 13F overlap

Roxbury Financial LLC is an institutional investor managing $130M across 426 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Roxbury Financial are HAMEL ASSOCIATES, Biondo Investment Advisors, Vertrix Wealth, with shared positions in $CB, $LMT, $DUK, $MCD, $ADP, $AMGN. The full ranking of 25 similar funds is below.

#1HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$CB $LMT $DUK $MCD $ADP $AMGN

$363M

92 positions

#2Biondo Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$LOW $LMT $DUK $MCD $AFL $ADP

$817M

89 positions

#3Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MCK $LMT $LOW $DUK $MCD $AMGN

$292M

99 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$WFC $LMT $DUK $PFH $MCD

$233M

122 positions

#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 8 shared positions

$LOW $DUK $MCD $AFL $ADP $BLK

$390M

103 positions

#6Somerset Trust CoPassive

Notable overlap · 8 shared positions

$LOW $CB $MCD $AFL $ADP $BLK

$354M

186 positions

#7BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$CB $LOW $MCD $ADP $BLK $AMGN

$346M

113 positions

#8LMG Wealth Partners, LLCPassive

Notable overlap · 7 shared positions

$PFH $MCD $CB $LOW $AFL $WFC

$626M

166 positions

#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$CB $DUK $MCD $AFL $BLK $AMGN

$203M

58 positions

#10Slagle Financial, LLCPassive

Notable overlap · 6 shared positions

$LOW $DUK $PFH $WFC $MCD $AMGN

$334M

127 positions

#11InTrack Investment Management IncPassive

Notable overlap · 5 shared positions

$CB $MCK $DUK $MCD $LOW

$207M

106 positions

#12SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$CB $LMT $MCD $ADP $AMGN $ITW

$2.0B

194 positions

#13Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$MCK $LMT $LOW $ADP $AMGN $ITW

$181M

50 positions

#14BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$CB $LMT $LOW $MCD $WFC

$2.5B

270 positions

#15NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$WFC $DUK $LMT $ADP $AMGN

$863M

131 positions

#16DB Fitzpatrick & Co, IncActive

Some overlap · 6 shared positions

$CB $LMT $AFL $MELI $AMGN $CRM

$121M

100 positions

#17Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$LMT $MCK $DUK $MCD $AMGN

$360M

73 positions

#18Peoples Bank/KSPassive

Some overlap · 5 shared positions

$WFC $LOW $MCD $MCK $NVS

$103M

97 positions

#19First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$LMT $LOW $MCD $BLK $AMGN $NVS

$529M

75 positions

#20Willis Investment CounselActive

Some overlap · 5 shared positions

$CB $LMT $MCD $AFL $ADP

$2.0B

128 positions

#21LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$CB $MCK $DUK $MCD

$1.0B

154 positions

#22ACIMA PRIVATE WEALTH, LLCActive

Some overlap · 7 shared positions

$LOW $LMT $MCD $ADP $MELI $AMGN

$344M

174 positions

#23SCHARF INVESTMENTS, LLCActive

Some overlap · 6 shared positions

$CB $MCK $LMT $NVS $MELI $MCD

$3.0B

79 positions

#24Tufton Capital ManagementPassive

Some overlap · 5 shared positions

$CB $WFC $LMT $DUK $ADP

$583M

131 positions

#25Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$CB $WFC $MCD $AMGN $CRM

$233M

81 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.