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. Louis

13F Portfolio OverlapQ2 2026St. Louis portfolio →

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Most similar hedge funds by 13F overlap

St. Louis Trust Co is an institutional investor managing $875M across 125 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. Louis are BCR Wealth Strategies, Signature Wealth Group, Welch Group, with shared positions in $SO, $DOV, $EMR, $PEP, $TXN, $BMY. The full ranking of 25 similar funds is below.

#1BCR Wealth Strategies, LLCSmart money

Notable overlap · 4 shared positions

$SO $DOV $EMR $PEP

$356M

32 positions

#2Signature Wealth Management Group

Notable overlap · 6 shared positions

$SO $PEP $TXN $BMY $NKE $KMB

$263M

128 positions

#3Welch Group, LLCPassive

Notable overlap · 7 shared positions

$SO $EMR $TXN $CL $PEP $VZ

$2.9B

326 positions

#4OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$EMR $SO $TXN $PEP $BMY $DUK

$2.7B

54 positions

#5Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$SO $CL $TXN $EMR $PEP $ABT

$108M

52 positions

#6Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$SO $TXN $PEP $DOV $NKE $VZ

$497M

948 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$SO $TXN $BMY $PEP $ABT $DUK

$1.3B

58 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$SO $EMR $PEP $BLK $VZ $DUK

$201M

57 positions

#9Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 5 shared positions

$DOV $PEP $ABT $EMR $DUK

$170M

121 positions

#10CAPITAL & PLANNING, LLC

Notable overlap · 3 shared positions

$SO $TXN $DUK

$194M

45 positions

#11MCDANIEL TERRY & COActive

Notable overlap · 4 shared positions

$DOV $EMR $TXN $PEP

$1.3B

81 positions

#12Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$TXN $BMY $CL $PEP $VZ $KMB

$255M

278 positions

#13SECURITY NATIONAL BANK OF SO DAK

Notable overlap · 6 shared positions

$DOV $CL $PEP $ABT $NKE $VZ

$207M

119 positions

#14Hillman Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$ZBH $NKE $BMY $VZ $CVS

$138M

54 positions

#15Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$NKE $PEP $CL $ABT $VZ $DUK

$159M

62 positions

#16ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$EMR $SO $BMY $TXN $VZ $DUK

$665M

122 positions

#17DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$CL $TXN $ABT $SBAC $DOV $KMB

$12.5B

186 positions

#18BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TXN $PEP $NKE $CL $BLK $VZ

$499M

73 positions

#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$SO $PEP $TXN $PFH $VZ $DUK

$233M

122 positions

#20RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$EMR $PEP $BMY $BLK $GILD $CVS

$2.4B

181 positions

#21RAHLFS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$SO $TXN $PEP $BMY $VZ $DUK

$136M

86 positions

#22Guinness Asset Management LTDActive

Notable overlap · 4 shared positions

$EMR $TXN $PEP $BLK

$5.9B

141 positions

#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$TXN $EMR $BMY $PFH $DUK $KMB

$1.5B

184 positions

#24Shoker Investment Counsel, Inc.Active

Notable overlap · 7 shared positions

$TXN $EMR $SO $PEP $MPC $DUK

$398M

113 positions

#25Southern Financial Group, LLCSmart money

Notable overlap · 4 shared positions

$SO $VZ $BMY $CVS

$392M

95 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.