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 St. Clair Advisors

13F Portfolio OverlapQ2 2026St. Clair Advisors portfolio →

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Most similar hedge funds by 13F overlap

St. Clair Advisors, LLC is an institutional investor managing $389M across 78 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 St. Clair Advisors are BONNESS ENTERPRISES, Van Cleef Asset, James Reed Financial Services, with shared positions in $PGR, $SYK, $ABT, $PFE, $PEP, $SBUX. The full ranking of 25 similar funds is below.

#1BONNESS ENTERPRISES INCSmart money

Notable overlap · 4 shared positions

$PGR $SYK $ABT $PFE

$310M

37 positions

#2Van Cleef Asset Management,IncActive

Notable overlap · 4 shared positions

$PGR $SYK $PEP $SBUX

$981M

119 positions

#3James Reed Financial Services, Inc.Active

Notable overlap · 3 shared positions

$PGR $AMGN $MMM

$131M

19 positions

#4Headland Capital, LLCActive

Notable overlap · 4 shared positions

$PGR $ETN $BX $NVS

$406M

64 positions

#5FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$ETN $PEP $BX $AMT $MDT $NVS

$5.3B

210 positions

#6CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ETN $PEP $SYK $SBUX $LOW

$1.3B

99 positions

#7Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$ETN $PEP $SYK $LOW $MDT

$339M

49 positions

#8Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 4 shared positions

$ETN $PEP $SYK $ABT

$84M

36 positions

#9StrongBox Wealth, LLCPassive

Notable overlap · 6 shared positions

$ETN $BX $ABT $AMGN $PEP $NVS

$351M

267 positions

#10GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$ETN $SYK $PEP $MDT $NVS $AMGN

$1.2B

383 positions

#11BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$SYK $PEP $SBUX $ETN $ABT $LOW

$346M

113 positions

#12Miller Financial Services LLCPassive

Notable overlap · 5 shared positions

$ETN $PEP $ABT $SYK $MMM

$124M

142 positions

#13WealthBridge Investment Counsel Inc.Active

Notable overlap · 6 shared positions

$ETN $SBUX $ABT $FDX $MDT $GILD

$375M

44 positions

#14HENDLEY & CO INCActive

Notable overlap · 4 shared positions

$ETN $PEP $SYK $ABT

$283M

47 positions

#15STONEBRIDGE CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$PEP $SYK $SBUX $AMGN $NSC $NVS

$208M

70 positions

#16Pegasus Asset Management, Inc.Passive

Some overlap · 5 shared positions

$ETN $SYK $SBUX $NVS $CRM

$351M

75 positions

#17VILLERE ST DENIS J & CO LLCPassive

Some overlap · 5 shared positions

$PGR $PEP $SYK $ABT $PFE

$838M

85 positions

#18DMKC Advisory Services, LLCActive

Some overlap · 8 shared positions

$PEP $ETN $ABT $LOW $FDX $MDT

$530M

92 positions

#19Joseph Group Capital ManagementPassive

Some overlap · 4 shared positions

$ETN $PGR $AMGN $LOW

$476M

387 positions

#20Argo Wealth Advisory, LLCActive

Some overlap · 6 shared positions

$PEP $SYK $AMT $LOW $AMGN $PFE

$181M

50 positions

#21SPRING CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$ETN $PEP $MDT $GWW

$205M

55 positions

#22CENTRAL SECURITIES CORPActive

Some overlap · 3 shared positions

$PGR $MDT $NKE

$1.3B

29 positions

#23Wilson & Boucher Capital Management, LLCPassive

Some overlap · 6 shared positions

$PEP $SYK $SBUX $ABT $LOW $AMGN

$170M

121 positions

#24J. Stern & Co. LLPActive

Some overlap · 6 shared positions

$ETN $AMT $ABT $CRM $NKE $LOW

$1.1B

51 positions

#25ShankerValleau Wealth Advisors, Inc.Smart money

Some overlap · 3 shared positions

$PGR $PEP $SBUX

$380M

40 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.