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 WoodTrust Financial

13F Portfolio OverlapQ3 2026WoodTrust Financial portfolio →

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Most similar hedge funds by 13F overlap

WoodTrust Financial Corp is an institutional investor managing $825M across 180 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 WoodTrust Financial are Signet Investment Advisory Group, Richwood Investment Advisors, Shelter Mutual Insurance, with shared positions in $PEP, $PFE, $WM, $AXP, $NOC, $HON. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$PEP $PFE $WM $AXP $NOC $HON

$227M

73 positions

#2Richwood Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$DE $AXP $NOW $GD $NOC $PEP

$142M

106 positions

#3Shelter Mutual Insurance CoActive

Notable overlap · 6 shared positions

$AXP $PEP $DE $PFE $VRSK $LIN

$473M

58 positions

#4Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$AXP $DE $PEP $GD $PFE $AMGN

$181M

81 positions

#5Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$AXP $PEP $WM $GD $HON $HONA

$110M

55 positions

#6Sustainable Growth Advisers, LPActive

Notable overlap · 7 shared positions

$AXP $WM $NOW $NKE $CRM $ECL

$9.9B

49 positions

#7Torrey Growth & Income AdvisorsSmart money

Some overlap · 5 shared positions

$AXP $PFE $WM $NOW $CRM

$294M

108 positions

#8Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$AXP $WM $SBUX $HON $HONA $LIN

$292M

99 positions

#9JACOBS & CO/CAPassive

Some overlap · 8 shared positions

$DE $SBUX $PEP $AXP $ROK $HON

$1.2B

132 positions

#10Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$AXP $PEP $PFE $SBUX $CRM $ECL

$116M

240 positions

#11Beaumont Asset Management, L.L.C.Smart money

Some overlap · 7 shared positions

$AXP $GD $NOW $CRM $ROK $LIN

$289M

80 positions

#12Stockman Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$AXP $PEP $PFE $HON $HONA

$968M

178 positions

#13DLK Investment Management, LLCPassive

Some overlap · 6 shared positions

$PEP $WM $DE $NKE $LIN $AMGN

$275M

99 positions

#14Trinity Legacy Partners, LLCPassive

Some overlap · 5 shared positions

$AXP $WM $DE $NOW $AMGN

$500M

110 positions

#15Hamrick Investment Counsel, llcPassive

Some overlap · 6 shared positions

$PFE $WM $SBUX $NKE $ROK $AMGN

$151M

184 positions

#16Greystone Financial Group, LLCPassive

Some overlap · 8 shared positions

$WM $SBUX $NOW $HON $HONA $LIN

$360M

73 positions

#17DB Fitzpatrick & Co, IncActive

Some overlap · 6 shared positions

$DE $WM $SBUX $CRM $ECL $AMGN

$121M

100 positions

#18Martin Capital Partners, LLCPassive

Some overlap · 5 shared positions

$PEP $PFE $GD $NKE $AMGN

$279M

73 positions

#19William Allan CorpActive

Some overlap · 5 shared positions

$PEP $SBUX $GD $NKE $AXP

$199M

65 positions

#20Pine Haven Investment Counsel, IncPassive

Some overlap · 7 shared positions

$DE $SBUX $PEP $NKE $GNRC $ROK

$149M

116 positions

#21ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 5 shared positions

$AXP $PEP $GD $HON $HONA

$2.0B

91 positions

#22BIRCHBROOK, INC.Active

Some overlap · 6 shared positions

$PEP $WM $IDXX $NOW $CRM $HONA

$209M

295 positions

#23Mathes Company, Inc.Passive

Some overlap · 6 shared positions

$AXP $DE $PEP $NOW $PFE $AMGN

$322M

129 positions

#24CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$PEP $PFE $DE $HON $NKE

$1.5B

78 positions

#25Aster Capital Management (DIFC) LtdPassive

Some overlap · 9 shared positions

$SBUX $PEP $NKE $CRM $WM $HON

$470M

808 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.