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 Tufton

13F Portfolio OverlapQ3 2026Tufton portfolio →

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Most similar hedge funds by 13F overlap

Tufton Capital Management is an institutional investor managing $583M across 131 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Tufton are OF VIRGINIA, BENEDICT FINANCIAL ADVISORS, BERKSHIRE ASSET, with shared positions in $GLW, $TJX, $CB, $ADP, $PM, $ABT. The full ranking of 25 similar funds is below.

#1TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 7 shared positions

$GLW $TJX $CB $ADP $PM $ABT

$1.3B

220 positions

#2BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$GLW $CB $QCOM $LMT $PM $EMR

$504M

136 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 8 shared positions

$QCOM $CB $NSC $EMR $LMT $ABT

$2.5B

270 positions

#4CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 9 shared positions

$GLW $EMR $WFC $TGT $PM $MDLZ

$3.3B

229 positions

#5Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GLW $NSC $LMT $DUK $UPS

$214M

33 positions

#6CINCINNATI FINANCIAL CORPActive

Notable overlap · 8 shared positions

$TJX $QCOM $NSC $PM $MDLZ $ADP

$5.2B

56 positions

#7Insight Inv LLCPassive

Notable overlap · 4 shared positions

$GLW $QCOM $TJX $EMR

$210M

108 positions

#8Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $CB $QCOM $LMT $ADP $ABT

$455M

118 positions

#9Boit C F DavidPassive

Notable overlap · 7 shared positions

$CB $ADP $GLW $QCOM $LMT $ABT

$238M

85 positions

#10Silver Lake Advisory, LLCPassive

Notable overlap · 5 shared positions

$GLW $ADP $EMR $DLR $ABT

$272M

105 positions

#11ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$TJX $CB $ADP $EMR $DLR

$713M

97 positions

#12Werlinich Asset Management, LLCActive

Notable overlap · 4 shared positions

$GLW $LMT $ADP $DLR

$258M

57 positions

#13Westview Management dba Westview Investment AdvisorsPassive

Notable overlap · 3 shared positions

$GLW $TJX $UPS

$204M

67 positions

#14NovaPoint Capital, LLCPassive

Notable overlap · 4 shared positions

$GLW $CB $ABT $MDT

$464M

162 positions

#15Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 4 shared positions

$GLW $LMT $MMM $MDT

$327M

94 positions

#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$TJX $NXPI $ADP $ABT $QCOM $DHR

$10.8B

564 positions

#17J.P. Marvel Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$GLW $MMM $ABT $DHR $MDT $CARR

$871M

64 positions

#18HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$ADP $LMT $TJX $DLR $EMR $ABT

$321M

107 positions

#19FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 4 shared positions

$GLW $TJX $NXPI $DHR

$118M

56 positions

#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$QCOM $CB $EMR $TGT $DUK $MDT

$203M

58 positions

#21LAWOOD & COPassive

Notable overlap · 3 shared positions

$GLW $QCOM $UPS

$145M

94 positions

#22KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ADP $CB $QCOM $NSC $ABT $MDT

$1.6B

228 positions

#23O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 5 shared positions

$GLW $QCOM $DUK $UPS $LMT

$489M

81 positions

#24CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GLW $CB $UPS

$1.9B

79 positions

#25MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$QCOM $WFC $LMT $TGT $ADP $MDT

$1.2B

100 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.