What hedge funds are most similar to SCHMIDT P J INVESTMENT MANAGEMENT INC?

The funds with the most similar 13F portfolios to SCHMIDT P J INVESTMENT MANAGEMENT INC are Somerset, Tandem Investment Advisors, BRADY FAMILY WEALTH, based on overlapping conviction holdings in the latest SEC filings.

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 SCHMIDT P J INVESTMENT

13F Portfolio OverlapQ2 2026SCHMIDT P J INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

SCHMIDT P J INVESTMENT MANAGEMENT INC is an institutional investor managing $643M across 215 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 SCHMIDT P J INVESTMENT are Somerset, Tandem Investment Advisors, BRADY FAMILY WEALTH, with shared positions in $ADI, $NEE, $MCD, $BLK, $PEP, $ITW. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 8 shared positions

$ADI $NEE $MCD $BLK $PEP $ITW

$354M

186 positions

#2Tandem Investment Advisors, Inc.Active

Notable overlap · 7 shared positions

$NEE $BLK $SYK $MCD $PEP $ICE

$1.5B

68 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$ADI $BLK $SYK $PEP $MCD $ITW

$346M

113 positions

#4Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ADI $NEE $BLK $MCD $UNP $SYK

$170M

61 positions

#5Midway Capital Research & ManagementActive

Notable overlap · 6 shared positions

$ADI $NEE $BLK $SYK $MCD $ITW

$126M

114 positions

#6RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 8 shared positions

$NEE $BLK $MCD $PEP $SYK $ITW

$794M

188 positions

#7JGP Wealth Management, LLCActive

Notable overlap · 9 shared positions

$ADI $GWW $NEE $ITW $ICE $PEP

$1.1B

231 positions

#8Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$ADI $BLK $UNP $NEE $SYK $ICE

$631M

271 positions

#9TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 7 shared positions

$GWW $BLK $SYK $UNP $PEP $MCD

$1.0B

880 positions

#10PIONEER TRUST BANK N A/ORPassive

Notable overlap · 8 shared positions

$BLK $NEE $PEP $MCD $ITW $ABT

$441M

87 positions

#11First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$NEE $BLK $UNP $MCD $HON $HONA

$529M

75 positions

#12Borer Denton & Associates, Inc.Passive

Notable overlap · 9 shared positions

$UNP $PEP $ADI $MCD $ITW $ABT

$305M

74 positions

#13Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$NEE $MCD $PEP $UNP $SYK $ABT

$467M

118 positions

#14Haverford Trust CoActive

Notable overlap · 7 shared positions

$BLK $NEE $PEP $SYK $MCD $HON

$11.6B

424 positions

#15Wilson & Boucher Capital Management, LLC

Notable overlap · 7 shared positions

$NEE $SYK $PEP $UNP $ITW $ABT

$170M

121 positions

#16HOWE & RUSLING INCPassive

Notable overlap · 8 shared positions

$NEE $UNP $PEP $SYK $MCD $ICE

$1.7B

479 positions

#17HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 8 shared positions

$UNP $MCD $PEP $NEE $ABT $HON

$321M

107 positions

#18LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$UNP $SYK $MCD $PEP $ITW $ABT

$273M

104 positions

#19Argo Wealth Advisory, LLCActive

Notable overlap · 8 shared positions

$NEE $SYK $PEP $ITW $HON $HONA

$181M

50 positions

#20BKM Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ADI $BLK $GWW $NEE $MCD

$282M

148 positions

#21LDIC Inc.Active

Notable overlap · 4 shared positions

$ADI $NEE $UNP $SYK

$160M

25 positions

#22PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$NEE $GWW $SYK $PEP $ABT $ADP

$209M

54 positions

#23Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$ADI $UNP $PEP $NEE $ABT $ADP

$116M

240 positions

#24FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$NEE $MCD $PEP $BLK $UNP $AMT

$5.3B

210 positions

#25Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$NEE $BLK $PEP $SYK $HON $HONA

$339M

49 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.