What hedge funds are most similar to Signet Investment Advisory Group, Inc.?

The funds with the most similar 13F portfolios to Signet Investment Advisory Group, Inc. are BCWM, Stockman Wealth, EDGAR LOMAX, 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 Signet Investment Advisory Group

13F Portfolio OverlapQ2 2026Signet Investment Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Signet Investment Advisory Group, Inc. is an institutional investor managing $227M across 73 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 Signet Investment Advisory Group are BCWM, Stockman Wealth, EDGAR LOMAX, with shared positions in $IAU, $DLR, $PFE, $PEP, $ACN, $NOC. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive

Notable overlap · 8 shared positions

$IAU $DLR $PFE $PEP $ACN $NOC

$342M

57 positions

#2Stockman Wealth Management, Inc.Passive

Notable overlap · 9 shared positions

$USB $PEP $PFE $MCD $MDT $AXP

$968M

178 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$USB $NEE $PFE $CVS $COP $PEP

$1.3B

58 positions

#4HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 9 shared positions

$WM $DLR $PEP $MCD $NEE $AXP

$321M

107 positions

#5First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 9 shared positions

$NEE $WM $MCD $HON $HONA $PFE

$529M

75 positions

#6Haverford Financial Services, Inc.Active

Notable overlap · 9 shared positions

$NEE $PEP $ACN $HON $HONA $ETN

$339M

49 positions

#7Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$PEP $USB $MCD $CVS $WM $AMGN

$261M

101 positions

#8Argo Wealth Advisory, LLCActive

Notable overlap · 8 shared positions

$NEE $PFE $PEP $HON $HONA $ACN

$181M

50 positions

#9OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$NEE $WM $PEP $MCD $AMGN $LMT

$183M

31 positions

#10M3 Wealth Management, LLCActive

Notable overlap · 6 shared positions

$CSX $WM $NEE $PEP $ETN $LMT

$154M

35 positions

#11Willis Investment CounselActive

Notable overlap · 9 shared positions

$PFE $ACN $PEP $COP $ETN $MDT

$2.1B

125 positions

#12DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$WM $PEP $ADBE $MCD $MDT $ACN

$235M

96 positions

#13Haverford Trust CoActive

Notable overlap · 10 shared positions

$NEE $PEP $ETN $HONA $HON $ACN

$11.6B

424 positions

#14Sage Investment Advisers LLCPassive

Notable overlap · 6 shared positions

$IAU $WM $ETN $CSX $LMT $MCD

$149M

98 positions

#15LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $USB $CVS $MDT

$143M

89 positions

#16FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 8 shared positions

$NEE $MCD $PEP $ETN $MDT $COP

$5.3B

210 positions

#17CAPE ANN SAVINGS BANKActive

Notable overlap · 6 shared positions

$IAU $PEP $NEE $MCD $ETN $MDT

$212M

113 positions

#18Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$NEE $USB $MCD $CSX $ETN $AMGN

$170M

61 positions

#19WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$IAU $CSX $MCD $COP $NEE

$317M

129 positions

#20Michael Brady & Co., LLCActive

Notable overlap · 8 shared positions

$WM $PEP $ETN $AXP $MCD $CSX

$113M

58 positions

#21Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$MCD $ETN $HON $HONA $PEP $CSX

$108M

52 positions

#22MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$USB $NEE $PEP $MDT $AMGN $LMT

$1.2B

106 positions

#23ARRIEN INVESTMENTS, INC.Active

Notable overlap · 3 shared positions

$IAU $USB $MCD

$198M

44 positions

#24SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$NEE $PEP $MCD $ETN $MDT $APD

$205M

55 positions

#25CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$USB $PEP $PFE $MCD $MDT $HON

$1.6B

85 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.