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 SMITH CHAS P & ASSOCIATES PA CPAS

13F Portfolio OverlapQ1 2026SMITH CHAS P & ASSOCIATES PA CPAS portfolio →

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Most similar hedge funds by 13F overlap

SMITH CHAS P & ASSOCIATES PA CPAS is an institutional investor managing $2.0B across 199 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SMITH CHAS P & ASSOCIATES PA CPAS are Eliot Finkel Investment Counsel, HAMEL ASSOCIATES, LETSON INVESTMENT, with shared positions in $MCD, $GD, $AMGN, $APD, $ITW, $LMT. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$MCD $GD $AMGN $APD $ITW $LMT

$214M

33 positions

#2HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$CB $AMGN $ITW $MCD $UNP $LMT

$363M

92 positions

#3LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$PEP $MCD $ACN $UNP $AMGN $ADP

$273M

104 positions

#4BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 7 shared positions

$GD $AMGN $APD $ITW $ACN $ADP

$235M

33 positions

#5Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$MCD $LMT $GD $PEP $UNP $MDY

$455M

57 positions

#6Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$GD $MCD $PEP $AMGN $APD $LMT

$261M

101 positions

#7Integras Partners LLCPassive

Notable overlap · 7 shared positions

$LMT $MCD $AMGN $ITW $ACN $NEE

$181M

100 positions

#8Somerset Trust CoPassive

Notable overlap · 10 shared positions

$AMGN $ITW $GD $MCD $CB $ADP

$354M

186 positions

#9Argo Wealth Advisory, LLCActive

Notable overlap · 8 shared positions

$AMGN $LMT $ITW $PEP $ADP $ACN

$181M

50 positions

#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$LMT $GD $MCD $PEP $UNP $SO

$233M

122 positions

#11OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$MCD $AMGN $PEP $APD $LMT $NEE

$183M

31 positions

#12BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$CB $AMGN $GD $ITW $PEP $APD

$346M

113 positions

#13Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$MCD $LMT $APD $PEP $ADP $SO

$199M

38 positions

#14Willis Investment CounselActive

Notable overlap · 7 shared positions

$CB $LMT $ADP $ACN $PEP $GD

$2.1B

125 positions

#15Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$MCD $APD $UNP $AMGN $PEP $ADP

$108M

52 positions

#16Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$GD $AMGN $PEP $UNP $NVO

$272M

72 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$CB $PEP $AMGN $MCD $SO $LOW

$201M

57 positions

#18Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$MCD $CB $PEP $LMT $UNP $ADP

$467M

118 positions

#19Focused Investors LLCActive

Notable overlap · 5 shared positions

$MCD $PEP $LMT $ACN $LOW

$3.0B

23 positions

#20ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$CB $MCD $PEP $ADP $GD $APD

$1.9B

88 positions

#21DLK Investment Management, LLCPassive

Notable overlap · 5 shared positions

$AMGN $PEP $ITW $MCD $ACN

$235M

96 positions

#22Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$AMGN $UNP $NVO $PEP $ITW $LMT

$255M

278 positions

#23Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$GD $MCD $PEP $ADP $NEE $LOW

$474M

110 positions

#24Borer Denton & Associates, Inc.Passive

Notable overlap · 7 shared positions

$PEP $ITW $UNP $MCD $NVO $APD

$305M

74 positions

#25Stillwater Wealth Management Group

Notable overlap · 5 shared positions

$MCD $LMT $AMGN $CB $NEE

$162M

77 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.