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 Stokes Advisors

13F Portfolio OverlapQ2 2026Stokes Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Stokes Capital Advisors, LLC is an institutional investor managing $467M across 118 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 Stokes Advisors are Focused Investors, ROFFMAN MILLER ASSOCIATES, LETSON INVESTMENT, with shared positions in $TJX, $AXP, $MCD, $MS, $PEP, $LMT. The full ranking of 25 similar funds is below.

#1Focused Investors LLCActive

Notable overlap · 8 shared positions

$TJX $AXP $MCD $MS $PEP $LMT

$3.0B

23 positions

#2ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$TXN $AXP $MCD $CB $PEP $SYK

$1.9B

88 positions

#3LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 10 shared positions

$AXP $MCD $PEP $CB $UNP $SYK

$273M

104 positions

#4CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$TJX $CB $MCD $NEE $LIN $TXN

$767M

184 positions

#5CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 8 shared positions

$WMB $CB $LIN $MS $TJX $PEP

$1.2B

153 positions

#6HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 9 shared positions

$MCD $PEP $LMT $NEE $UNP $TJX

$321M

107 positions

#7Boit C F DavidPassive

Notable overlap · 10 shared positions

$MCD $CB $QCOM $SYK $PEP $LMT

$238M

85 positions

#8WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 9 shared positions

$TJX $MCD $NEE $SYK $PEP $ADP

$947M

155 positions

#9Brentview Investment Management LLCActive

Notable overlap · 8 shared positions

$TJX $MS $NEE $LIN $UNP $PEP

$253M

63 positions

#10HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 9 shared positions

$AXP $MCD $CB $PEP $UNP $ENB

$252M

43 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$TXN $MS $NEE $QCOM $PEP $LMT

$1.2B

106 positions

#12Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$AXP $CB $TJX $PEP $UNP $NEE

$116M

240 positions

#13Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$TXN $MCD $UNP $PEP $QCOM $SHW

$108M

52 positions

#14Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$AXP $TJX $MS $LIN $LMT $MCD

$297M

103 positions

#15Stillwater Wealth Management Group

Notable overlap · 8 shared positions

$TJX $MCD $CB $LMT $SYK $NEE

$162M

77 positions

#16Ark Wealth Advisors LLCPassive

Notable overlap · 8 shared positions

$AXP $NEE $LIN $QCOM $CB $LMT

$113M

87 positions

#17BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TXN $TJX $NEE $LIN $PEP $UNP

$499M

73 positions

#18Bath Savings Trust CoActive

Notable overlap · 9 shared positions

$TJX $NEE $SYK $SHW $ADP $ABT

$965M

177 positions

#19Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$TJX $TXN $WMB $MCD $OKE

$287M

33 positions

#20BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$TXN $CB $TJX $SYK $PEP $MCD

$346M

113 positions

#21Shelter Mutual Insurance CoActive

Notable overlap · 7 shared positions

$AXP $NEE $LIN $QCOM $PEP $UNP

$473M

58 positions

#22Willis Investment CounselActive

Notable overlap · 8 shared positions

$TXN $CB $LMT $PEP $AXP $MCD

$2.1B

125 positions

#23Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$AXP $TXN $LIN $PEP $MCD $ABT

$637M

146 positions

#24Granite Group Advisors, LLCActive

Notable overlap · 9 shared positions

$MS $NEE $TXN $QCOM $PEP $LMT

$169M

84 positions

#25FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 7 shared positions

$CB $MS $NEE $PEP $LMT $UNP

$383M

74 positions

Compare Stokes Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Stokes Advisors’s holdings

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.