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 SCHULHOFF

13F Portfolio OverlapQ2 2026SCHULHOFF portfolio →

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Most similar hedge funds by 13F overlap

SCHULHOFF & CO INC is an institutional investor managing $249M across 134 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 SCHULHOFF are Center for Wealth Advisory, Miramar, BERKSHIRE ASSET, with shared positions in $LMT, $USB, $GD, $PNC, $PEP, $ABT. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive

Notable overlap · 11 shared positions

$LMT $USB $GD $PNC $PEP $ABT

$159M

62 positions

#2Miramar Capital, LLCPassive

Notable overlap · 8 shared positions

$LMT $GD $PEP $WM $QCOM $ABT

$455M

57 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 8 shared positions

$LMT $EMR $PNC $WM $PEP $QCOM

$2.5B

270 positions

#4Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$LMT $GD $PNC $PEP $ABT $UPS

$181M

81 positions

#5Welch Group, LLCPassive

Notable overlap · 6 shared positions

$CINF $LMT $EMR $PEP $QCOM $VZ

$2.9B

326 positions

#6Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$USB $GD $EMR $PEP $LMT $WM

$261M

101 positions

#7MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$USB $LMT $PNC $PEP $QCOM $BNY

$1.2B

106 positions

#8EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$USB $GD $LMT $PEP $ABT $MDLZ

$1.3B

58 positions

#9Stockman Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$USB $LMT $PEP $QCOM $UPS $VZ

$968M

178 positions

#10Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$USB $LMT $PNC $PEP $QCOM $BNY

$169M

84 positions

#11BCWM, LLCPassive

Some overlap · 7 shared positions

$LMT $PEP $ACN $NOC $UPS $VZ

$342M

57 positions

#12VILLERE ST DENIS J & CO LLCPassive

Some overlap · 6 shared positions

$LMT $PEP $ABT $MDLZ $UPS $VZ

$838M

85 positions

#13Flavin Financial Services, Inc.Passive

Some overlap · 6 shared positions

$LMT $PNC $PEP $NOC $UPS $VZ

$175M

81 positions

#14BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 7 shared positions

$LMT $USB $PEP $ABT $UPS $VZ

$453M

121 positions

#15Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$USB $PEP $WM $LMT $ACN $NOC

$227M

73 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$LMT $GD $PEP $UPS $VZ

$233M

122 positions

#17Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$USB $LMT $GD $UPS $PEP

$214M

33 positions

#18Canal Insurance COActive

Some overlap · 5 shared positions

$LMT $GD $ABT $NOC $VZ

$456M

76 positions

#19Willis Investment CounselActive

Some overlap · 6 shared positions

$LMT $PEP $GD $ABT $ACN $VZ

$2.1B

125 positions

#20NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$USB $LMT $PNC $QCOM $ABT $VZ

$863M

131 positions

#21DMKC Advisory Services, LLCActive

Some overlap · 5 shared positions

$USB $LMT $PEP $EMR $ABT

$530M

92 positions

#22Allied Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$USB $LMT $PEP $ABT $EMR

$797M

110 positions

#23Stack Financial Management, IncActive

Some overlap · 6 shared positions

$LMT $EMR $PEP $WM $MDLZ $UPS

$1.3B

54 positions

#24Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$USB $LMT $PEP $QCOM $ACN $UPS

$762M

267 positions

#25PENN DAVIS MCFARLAND INCActive

Some overlap · 7 shared positions

$LMT $WM $QCOM $ACN $UPS $VZ

$1.1B

79 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.