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 VALICENTI ADVISORY SERVICES

13F Portfolio OverlapQ3 2026VALICENTI ADVISORY SERVICES portfolio →

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Most similar hedge funds by 13F overlap

VALICENTI ADVISORY SERVICES INC is an institutional investor managing $531M across 81 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 VALICENTI ADVISORY SERVICES are Wealth Advisors of Tampa Bay, FORESIGHT ADVISORS, CORDA Investment, with shared positions in $GLW, $VZ, $MCD, $BMY, $GRMN, $NOC. The full ranking of 25 similar funds is below.

#1Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 5 shared positions

$GLW $VZ $MCD $BMY $GRMN

$327M

94 positions

#2FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 5 shared positions

$GLW $VZ $BMY $NOC $ASML

$202M

327 positions

#3CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$GLW $VZ $PEP $ASML $MCD

$1.5B

78 positions

#4Karras Company, Inc.Active

Notable overlap · 4 shared positions

$GLW $AZN $ASML $UNP

$109M

65 positions

#5Werlinich Asset Management, LLCActive

Notable overlap · 4 shared positions

$GLW $ASML $NOC $UNP

$258M

57 positions

#6BOWEN HANES & CO INCActive

Notable overlap · 5 shared positions

$GLW $ISRG $ASML $TDY $UNP

$4.1B

151 positions

#7Founders Capital ManagementActive

Notable overlap · 5 shared positions

$GLW $NOC $MCD $LOW $PEP

$220M

67 positions

#8CHEMUNG CANAL TRUST COActive

Notable overlap · 5 shared positions

$GLW $PEP $BMY $MCD $UNP

$541M

111 positions

#9NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$GLW $PEP $UNP $GRMN $ROST

$464M

162 positions

#10Insight Inv LLCPassive

Notable overlap · 4 shared positions

$GLW $PEP $MRVL $LOW

$210M

108 positions

#11Cornerstone Capital, Inc.Active

Notable overlap · 3 shared positions

$GLW $VZ $PEP

$1.1B

120 positions

#12AVAII WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$GLW $MRVL $BMY $UNP

$348M

178 positions

#13Cambridge Advisors Inc.Active

Notable overlap · 4 shared positions

$GLW $LOW $UNP $PEP

$581M

182 positions

#14Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$GLW $MCD $PEP

$214M

33 positions

#15Main Street Research LLCActive

Notable overlap · 4 shared positions

$GLW $AZN $ASML $ROST

$2.1B

140 positions

#16TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 5 shared positions

$GLW $PEP $NOC $LOW $PM

$1.3B

220 positions

#17Anther Capital LtdSmart money

Notable overlap · 3 shared positions

$GLW $ASML $MRVL

$3.9B

21 positions

#18HARTLINE INVESTMENT CORP/Active

Notable overlap · 4 shared positions

$GLW $MRVL $LOW $UNP

$1.1B

115 positions

#19PARTHENON LLCActive

Notable overlap · 3 shared positions

$GLW $PEP $PM

$967M

129 positions

#20UNITED BANKActive

Notable overlap · 3 shared positions

$GLW $MCD $PEP

$853M

130 positions

#21Hudson Value Partners, LLCPassive

Notable overlap · 3 shared positions

$GLW $ASML $MCD

$399M

113 positions

#22VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$GLW $PEP $VZ $BMY $TRP

$1.1B

141 positions

#23Tairen Capital LtdActive

Notable overlap · 3 shared positions

$GLW $MRVL $ASML

$1.1B

44 positions

#24BCWM, LLCPassive

Notable overlap · 6 shared positions

$VZ $PEP $BMY $NOC $UNP $GRMN

$342M

57 positions

#25Pathway Financial Advisers, LLCPassive

Some overlap · 7 shared positions

$PEP $MRVL $GLW $VZ $UNP $MCD

$397M

167 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.