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 Steigerwald, Gordon & Koch

13F Portfolio OverlapQ2 2026Steigerwald, Gordon & Koch portfolio →

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Most similar hedge funds by 13F overlap

Steigerwald, Gordon & Koch Inc. is an institutional investor managing $1.0B across 765 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 Steigerwald, Gordon & Koch are Argo Wealth Advisory, VIRTUE ASSET, DMKC Advisory Services, with shared positions in $AMGN, $MCK, $SYK, $NEE, $ADP, $PFE. The full ranking of 25 similar funds is below.

#1Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$AMGN $MCK $SYK $NEE $ADP $PFE

$181M

50 positions

#2VIRTUE ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MCK $DE $TRV $NEE $AMGN $WFC

$142M

108 positions

#3DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$DE $WFC $SYY $PFE $OTIS $BA

$530M

92 positions

#4CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$DE $NEE $LIN $ADP $KMI $CHKP

$767M

184 positions

#5Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$KMI $AMGN $WFC $NEE $PFE $DIS

$223M

81 positions

#6CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 6 shared positions

$DE $NEE $CARR $Q $DD $PFE

$1.1B

157 positions

#7FIRETRAIL INVESTMENTS PTY LTDActive

Notable overlap · 5 shared positions

$DE $MCK $ELV $CDNS $WFC

$355M

32 positions

#8Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$DE $WFC $SYY $PFE $OTIS $BA

$797M

110 positions

#9FinArc Investments, Inc.Active

Notable overlap · 5 shared positions

$TRV $AMGN $CARR $SYY $DIS

$110M

43 positions

#10R.H. Investment Group, LLCActive

Notable overlap · 4 shared positions

$TRV $WFC $AMGN $ADP

$133M

47 positions

#11DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$DE $AMGN $SYK $ELV $BA

$124M

100 positions

#12Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$DE $NEE $LIN $PFE $OTIS

$473M

58 positions

#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $NEE $CARR $ADP $DIS

$2.1B

131 positions

#14Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 6 shared positions

$SYK $NEE $AMGN $TRV $WFC $MCK

$170M

121 positions

#15Aull & Monroe Investment Management CorpPassive

Notable overlap · 5 shared positions

$DE $NEE $ADP $AMGN $T

$239M

126 positions

#16Argyle Capital Management, LLCPassive

Notable overlap · 6 shared positions

$MCK $AMGN $DE $PFE $WFC $T

$347M

138 positions

#17MeadowBrook Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$WFC $LIN $ADP $SYK $DIS $BA

$126M

196 positions

#18COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$SYK $LIN $ADP $CHKP $DE $BA

$1.7B

91 positions

#19Paradigm Capital Management, LLC/NVActive

Notable overlap · 5 shared positions

$WFC $AMGN $KMI $T $PFE

$116M

65 positions

#20Gouws Capital LLCActive

Notable overlap · 4 shared positions

$DE $SYK $NEE $AMGN

$215M

55 positions

#21Wilkinson Global Asset Management LLCActive

Notable overlap · 5 shared positions

$DE $AMGN $LIN $DIS $WFC

$1.3B

62 positions

#22SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 5 shared positions

$SYK $WFC $LIN $SYY $ADP

$1.5B

160 positions

#23William B. Walkup & Associates, Inc.Passive

Notable overlap · 6 shared positions

$MCK $TRV $KMI $DE $WFC $SYY

$208M

258 positions

#24LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$SYK $CARR $ADP $AMGN $OTIS

$273M

104 positions

#25PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$SYK $CARR $ELV $SYY $T

$836M

93 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.