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 StrongBox Wealth

13F Portfolio OverlapQ2 2026StrongBox Wealth portfolio →

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Most similar hedge funds by 13F overlap

StrongBox Wealth, LLC is an institutional investor managing $351M across 267 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 StrongBox Wealth are Walsky Investment, FIRST FINANCIAL BANKSHARES, Financial Enhancement Group, with shared positions in $STT, $ETN, $AMGN, $CL, $ABT, $PEP. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$STT $ETN $AMGN $CL $ABT $PEP

$108M

52 positions

#2FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 8 shared positions

$ETN $NEE $AMGN $BX $WMB $PEP

$5.3B

210 positions

#3Financial Enhancement Group LLCPassive

Notable overlap · 4 shared positions

$STT $LIN $NEE $BX

$871M

139 positions

#4Aureus Asset Management, LLCPassive

Notable overlap · 5 shared positions

$NEE $LIN $BX $ABT $WMB

$1.6B

239 positions

#5MOSELEY INVESTMENT MANAGEMENT INC

Notable overlap · 7 shared positions

$ETN $NEE $AMGN $BX $PEP $PLTR

$314M

163 positions

#6OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 7 shared positions

$AMGN $NEE $ETN $BX $PEP $PLTR

$329M

323 positions

#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LIN $AMGN $ETN $NEE $ABT $PEP

$8.0B

1,334 positions

#8GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$ETN $STT $AMGN $PEP $NVS $ETR

$1.2B

611 positions

#9SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$ETN $NEE $PEP $PLTR

$208M

56 positions

#10M. Kraus & CoPassive

Notable overlap · 5 shared positions

$NEE $LIN $ETN $ABT $PEP

$373M

83 positions

#11AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$NEE $ETN $AMGN $CL

$1.6B

120 positions

#12CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$STT $ETN $WMB $PEP

$1.3B

99 positions

#13Verity & Verity, LLCActive

Notable overlap · 4 shared positions

$STT $AMGN $NEE $PEP

$1.5B

139 positions

#14St. Clair Advisors, LLCSmart money

Notable overlap · 6 shared positions

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

$402M

81 positions

#15Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$ETN $AMGN $PEP $LMT

$214M

33 positions

#16Somerset Trust CoPassive

Notable overlap · 5 shared positions

$NEE $AMGN $LIN $ABT $PEP

$354M

186 positions

#17Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$ETN $LIN $WMB $BX

$219M

50 positions

#18WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$LIN $NEE $PEP $AMGN $ETN $LMT

$1.3B

73 positions

#19Econ Financial Services CorpPassive

Notable overlap · 4 shared positions

$STT $AMGN $CL $PPG

$239M

85 positions

#20TORRAY LLCActive

Notable overlap · 4 shared positions

$NEE $AMGN $BX $PEP

$741M

91 positions

#21Haverford Financial Services, Inc.Active

Notable overlap · 4 shared positions

$ETN $NEE $PEP $LIN

$339M

49 positions

#2210Elms LLPActive

Some overlap · 5 shared positions

$STT $BX $AMGN $WMB $PEP

$236M

526 positions

#23HENDLEY & CO INCActive

Some overlap · 4 shared positions

$ETN $LIN $ABT $PEP

$283M

47 positions

#24S.E.E.D. Planning Group LLCPassive

Some overlap · 5 shared positions

$NEE $LIN $PEP $LMT $EQIX

$408M

98 positions

#25Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$NEE $AMGN $ABT $PEP

$513M

70 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.