What hedge funds are most similar to TOTH FINANCIAL ADVISORY CORP?

The funds with the most similar 13F portfolios to TOTH FINANCIAL ADVISORY CORP are PENINSULA ASSET, MATTERN, BRADY FAMILY WEALTH, 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 TOTH FINANCIAL ADVISORY

13F Portfolio OverlapQ2 2026TOTH FINANCIAL ADVISORY portfolio →

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Most similar hedge funds by 13F overlap

TOTH FINANCIAL ADVISORY CORP is an institutional investor managing $1.0B across 880 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 TOTH FINANCIAL ADVISORY are PENINSULA ASSET, MATTERN, BRADY FAMILY WEALTH, with shared positions in $GWW, $SYK, $ECL, $SYY, $SHW, $AFL. The full ranking of 25 similar funds is below.

#1PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$GWW $SYK $ECL $SYY $SHW $AFL

$209M

54 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$GWW $GD $SHW $AFL $LOW $ECL

$857M

166 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$SYK $BLK $GD $AMGN $LOW $PEP

$346M

113 positions

#4Palisade Asset Management, LLCPassive

Notable overlap · 9 shared positions

$ECL $GD $AMGN $PEP $ABT $BLK

$1.1B

204 positions

#5Legacy Financial Strategies, LLCActive

Notable overlap · 8 shared positions

$GWW $SHW $ECL $AFL $LOW $FAST

$646M

152 positions

#6Dorato Capital ManagementPassive

Notable overlap · 9 shared positions

$CVS $GD $AMGN $AFL $UNP $SHW

$147M

254 positions

#7Somerset Trust CoPassive

Notable overlap · 8 shared positions

$GD $AMGN $BLK $AFL $LOW $ABT

$354M

186 positions

#8UNITED BANKActive

Notable overlap · 8 shared positions

$GD $AMGN $BLK $AFL $PEP $ABT

$853M

130 positions

#9Aurdan Capital Management, LLCActive

Notable overlap · 7 shared positions

$GWW $SYY $AMGN $LOW $ABT $AFL

$394M

99 positions

#10Mendel Capital Management LLCActive

Notable overlap · 6 shared positions

$GWW $SYK $AMGN $AFL $BLK $UNP

$222M

99 positions

#11Oak Asset Management, LLCActive

Notable overlap · 7 shared positions

$SYK $CVS $AMGN $LOW $FAST $MCD

$311M

115 positions

#12Kinsale Capital Group, Inc.Active

Notable overlap · 6 shared positions

$GWW $MCK $AMGN $SHW $AZO $MCD

$754M

41 positions

#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$BLK $D $AMGN $AFL $PEP $MCD

$201M

57 positions

#14SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$GWW $BLK $SYK $UNP $PEP $MCD

$643M

215 positions

#15Nicholson Wealth Management Group, LLCPassive

Notable overlap · 7 shared positions

$GWW $GD $AMGN $AFL $SHW $PEP

$170M

111 positions

#16Wilson & Boucher Capital Management, LLC

Notable overlap · 7 shared positions

$SYK $AMGN $PEP $ABT $LOW $UNP

$170M

121 positions

#17Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$BLK $SYY $AMGN $GD $PEP $MCD

$181M

81 positions

#18GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$SYK $BLK $D $AMGN $FAST $PEP

$1.2B

383 positions

#19CONNING INC.Passive

Notable overlap · 7 shared positions

$AMGN $GD $AFL $BLK $UNP $ABT

$3.3B

327 positions

#20Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$BLK $GD $AMGN $UNP $SYK $LOW

$631M

271 positions

#21First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$BLK $AMGN $LOW $FAST $ABT $PEP

$1.4B

73 positions

#22Stonebridge Financial Group, LLCPassive

Notable overlap · 8 shared positions

$AFL $GD $AMGN $LOW $MCD $SYK

$1.3B

275 positions

#23WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$SYK $ECL $ABT $MCD $PEP $SHW

$947M

155 positions

#24Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$CVS $MCK $AMGN $LOW $ABT $MCD

$297M

103 positions

#25Peoples Bank/KSPassive

Notable overlap · 7 shared positions

$GD $MCK $LOW $PEP $MCD $CVS

$103M

98 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.