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 Santori & Peters

13F Portfolio OverlapQ3 2026Santori & Peters portfolio →

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Most similar hedge funds by 13F overlap

Santori & Peters, Inc. is an institutional investor managing $372M across 86 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 Santori & Peters are Signature Wealth Partners, Cornerstone, Mathes Company, with shared positions in $AME, $BNY, $T, $PFE, $AMGN, $VZ. The full ranking of 25 similar funds is below.

#1Signature Wealth Management Partners, LLCPassive

Some overlap · 3 shared positions

$AME $BNY $T

$234M

124 positions

#2Cornerstone Capital, Inc.Active

Some overlap · 4 shared positions

$AME $PFE $AMGN $VZ

$1.1B

120 positions

#3Mathes Company, Inc.Passive

Some overlap · 4 shared positions

$WAB $PFE $AMGN $T

$322M

129 positions

#4Kinsale Capital Group, Inc.Active

Some overlap · 3 shared positions

$WAB $AMGN $BNY

$754M

41 positions

#5Mayfair Advisory Group, LLCPassive

Some overlap · 4 shared positions

$AME $TRV $SO $MPC

$345M

186 positions

#6Biltmore Wealth Management, LLCActive

Some overlap · 3 shared positions

$AME $SO $T

$323M

59 positions

#7HM PAYSON & COActive

Slight overlap · 3 shared positions

$AME $AMGN $MPC

$7.5B

1,139 positions

#8Keeler Thomas Management LLCPassive

Slight overlap · 3 shared positions

$WAB $AME $PFE

$282M

135 positions

#9Longbow Finance SAPassive

Slight overlap · 3 shared positions

$WAB $TRV $BNY

$782M

59 positions

#10Blue Line Capital, LLC / ILPassive

Slight overlap · 3 shared positions

$WAB $AMGN $T

$120M

92 positions

#11Kepler Cheuvreux (Suisse) SAPassive

Slight overlap · 5 shared positions

$AME $PFE $BNY $T $VZ

$1.6B

184 positions

#12VALLEY NATIONAL ADVISERS INCPassive

Slight overlap · 4 shared positions

$WAB $AME $AMGN $BNY

$909M

1,715 positions

#13NOVARE CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$AME $BNY $VZ

$1.4B

210 positions

#14Boston Common Asset Management, LLCPassive

Slight overlap · 3 shared positions

$WAB $BNY $VZ

$1.7B

181 positions

#15Applied Finance Capital Management, LLCPassive

Slight overlap · 3 shared positions

$WAB $TRV $VZ

$1.3B

218 positions

#16Lifeworks Advisors, LLCPassive

Slight overlap · 3 shared positions

$WAB $PFE $SO

$955M

337 positions

#17TRILLIUM ASSET MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$WAB $PNC $TRV

$3.3B

230 positions

#18Atlantic Edge Private Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$WAB $TRV $VZ

$487M

628 positions

#19ESL Trust Services, LLCSmart money

Slight overlap · 3 shared positions

$AME $PFE $SO

$587M

266 positions

#20Sienna GestionPassive

Slight overlap · 4 shared positions

$WAB $TRV $BNY $VZ

$1.7B

178 positions

#21Estabrook Capital ManagementPassive

Slight overlap · 6 shared positions

$PFE $PNC $AMGN $BNY $T $VZ

$739M

344 positions

#22Kentucky Trust CoPassive

Slight overlap · 5 shared positions

$PFE $PNC $AMGN $SO $T

$200M

316 positions

#23FEDERATED HERMES, INC.Passive

Slight overlap · 5 shared positions

$PFE $PNC $AMGN $BNY $VZ

$69.6B

2,038 positions

#24First Bank & TrustPassive

Slight overlap · 5 shared positions

$PFE $PNC $AMGN $SO $VZ

$687M

277 positions

#25Argyle Capital Management, LLCPassive

Slight overlap · 5 shared positions

$PFE $PNC $AMGN $T $VZ

$347M

138 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.