What hedge funds are most similar to STUDIO INVESTMENT MANAGEMENT LLC?

The funds with the most similar 13F portfolios to STUDIO INVESTMENT MANAGEMENT LLC are Wilson & Boucher, UNITED BANK, EDGAR LOMAX, based on overlapping conviction holdings in the latest SEC filings.

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 STUDIO INVESTMENT

13F Portfolio OverlapQ2 2026STUDIO INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

STUDIO INVESTMENT MANAGEMENT LLC is an institutional investor managing $592M across 181 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 STUDIO INVESTMENT are Wilson & Boucher, UNITED BANK, EDGAR LOMAX, with shared positions in $NEE, $DOV, $ITW, $AMGN, $PEP, $UNP. The full ranking of 25 similar funds is below.

#1Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 7 shared positions

$NEE $DOV $ITW $AMGN $PEP $UNP

$170M

121 positions

#2UNITED BANKActive

Notable overlap · 8 shared positions

$DOV $AMGN $GD $BLK $ITW $PEP

$853M

130 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$GD $NEE $AMGN $PEP $UNP $TGT

$1.3B

58 positions

#4CROBANPassive

Notable overlap · 5 shared positions

$GD $NEE $AMGN $UNP $NOC

$227M

81 positions

#5Somerset Trust CoPassive

Notable overlap · 6 shared positions

$NEE $AMGN $GD $ITW $BLK $PEP

$354M

186 positions

#6First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$NEE $AMGN $BLK $DIS $UNP $HON

$529M

75 positions

#7Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$NEE $AMGN $ITW $PEP $HON $HONA

$181M

50 positions

#8Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$NEE $AMGN $PEP $HON $HONA $NOC

$227M

73 positions

#9WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$NEE $DHI $BLK $DIS $PEP $AMGN

$1.3B

73 positions

#10PIONEER TRUST BANK N A/ORPassive

Notable overlap · 8 shared positions

$NEE $ITW $BLK $DIS $PEP $HON

$441M

87 positions

#11OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$NEE $AMGN $LNT $BLK $PEP

$183M

31 positions

#12SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 6 shared positions

$GD $AMGN $ITW $PEP $UNP $NEE

$1.8B

176 positions

#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$NEE $DOV $DIS $HON $HONA

$2.1B

131 positions

#14Kensington Investment Counsel, LLCPassive

Notable overlap · 6 shared positions

$GD $AMGN $PEP $UNP $HON $HONA

$230M

85 positions

#15BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Some overlap · 5 shared positions

$GD $AMGN $ITW $HSY $TGT

$235M

33 positions

#16Brendel Financial Advisors LLCPassive

Some overlap · 4 shared positions

$NEE $GD $DOV $TGT

$216M

101 positions

#17HFR Wealth Management, LLCActive

Some overlap · 4 shared positions

$NEE $DOV $AMGN $UNP

$410M

53 positions

#18Glassy Mountain Advisors, Inc.Passive

Some overlap · 7 shared positions

$GD $BLK $DIS $JCI $HSY $CSX

$366M

76 positions

#19Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$GD $AMGN $ITW $HSY $PEP

$214M

33 positions

#20Financial & Tax Architects, LLCPassive

Some overlap · 4 shared positions

$GD $NEE $PEP $DOV

$474M

110 positions

#21SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Some overlap · 7 shared positions

$NEE $BLK $PEP $UNP $ITW $HON

$643M

215 positions

#22Edge Wealth Management LLCActive

Some overlap · 6 shared positions

$GD $BLK $DIS $HON $HONA $UNP

$594M

87 positions

#23HAMEL ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$AMGN $ITW $UNP $HON $HONA $HSY

$363M

92 positions

#24Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$GD $AMGN $ITW $PEP $TGT

$261M

101 positions

#25Gladwyn Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$GD $NEE $CACI $UNP $CTVA $DOV

$160M

82 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.