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 Wilson & Boucher

13F Portfolio OverlapQ2 2026Wilson & Boucher portfolio →

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Most similar hedge funds by 13F overlap

Wilson & Boucher Capital Management, LLC is an institutional investor managing $170M across 121 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 Wilson & Boucher are Argo Wealth Advisory, WOODLEY FARRA MANION PORTFOLIO, Loudon Investment, with shared positions in $SYK, $NEE, $PEP, $ITW, $AMGN, $HON. The full ranking of 25 similar funds is below.

#1Argo Wealth Advisory, LLCActive

Notable overlap · 8 shared positions

$SYK $NEE $PEP $ITW $AMGN $HON

$181M

50 positions

#2WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$DOV $SYK $NEE $HON $ABT

$2.1B

131 positions

#3Loudon Investment Management, LLCPassive

Notable overlap · 9 shared positions

$NEE $CMI $ITW $ABT $LOW $NVO

$204M

95 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$NEE $SCHW $AMGN $WFC $PEP $DUK

$1.3B

58 positions

#5HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$DOV $NEE $SCHW $AMGN $DUK $UNP

$410M

53 positions

#6Hixon Zuercher, LLCPassive

Notable overlap · 7 shared positions

$SYK $NEE $PEP $SCHW $LOW $UNP

$341M

88 positions

#7PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$SYK $NEE $PEP $ABT $LOW $EMR

$209M

54 positions

#8UNITED BANKActive

Notable overlap · 8 shared positions

$CMI $DOV $ABT $AMGN $PEP $ITW

$853M

130 positions

#9SECURITY NATIONAL BANK OF SO DAK

Notable overlap · 7 shared positions

$DOV $CMI $ABT $PEP $ITW $UNP

$207M

119 positions

#10Walsky Investment Management, Inc.Passive

Notable overlap · 10 shared positions

$ABT $AMGN $HON $PEP $LOW $UNP

$108M

52 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$PEP $NEE $AMGN $WFC $LOW $SBUX

$1.2B

106 positions

#12Neumann Capital Management, LLCActive

Notable overlap · 5 shared positions

$DOV $SCHW $CMI $WFC $UNP

$151M

58 positions

#13FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$NEE $SYK $SCHW $PEP $LOW $UNP

$383M

74 positions

#14Borer Denton & Associates, Inc.Passive

Notable overlap · 7 shared positions

$PEP $ITW $ABT $HON $NVO $UNP

$305M

74 positions

#15STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 7 shared positions

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

$592M

181 positions

#16Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$CMI $NEE $AMGN $DUK $UNP $ITW

$239M

126 positions

#17Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$SYK $PEP $ITW $ABT $SBUX $EMR

$562M

84 positions

#18DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$PEP $ITW $SCHW $ABT $AMGN $QCOM

$235M

96 positions

#19BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$SYK $ABT $ITW $PEP $AMGN $LOW

$346M

113 positions

#20Stone Summit Wealth LLCPassive

Notable overlap · 8 shared positions

$CMI $SYK $PEP $NEE $LOW $QCOM

$394M

144 positions

#21Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$NEE $SYK $DOV $PEP $DUK $UNP

$1.3B

54 positions

#22BCR Wealth Strategies, LLCSmart money

Notable overlap · 5 shared positions

$DOV $PEP $WFC $LOW $EMR

$356M

32 positions

#23LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$SYK $PEP $ABT $AMGN $UNP $ITW

$273M

104 positions

#24Pine Haven Investment Counsel, IncPassive

Notable overlap · 8 shared positions

$SCHW $ABT $AMGN $UNP $PEP $SBUX

$149M

116 positions

#25JACOBS & CO/CAPassive

Notable overlap · 8 shared positions

$CMI $AMGN $HON $SCHW $PEP $UNP

$1.2B

134 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.