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Hedge Funds Similar to INDEPENDENT INVESTORS

13F Portfolio OverlapQ1 2026INDEPENDENT INVESTORS portfolio →
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Most similar hedge funds by 13F overlap

INDEPENDENT INVESTORS INC is an institutional investor managing $524M across 73 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to INDEPENDENT INVESTORS are Walsky Investment ,, BENEDICT FINANCIAL ADVISORS, Greystone Financial Group,, with shared positions in $HON, $AMGN, $EMR, $MCD, $ABT, $UNP. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 8 shared positions
$HON$AMGN$EMR$MCD$ABT$UNP
$98M
50 positions
#2BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 8 shared positions
$AMGN$HON$MCD$EMR$DOV$AXP
$480M
133 positions
#3Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$AMGN$HON$EMR$MCD$ABT$KO
$353M
78 positions
#4Kimelman & Baird, LLCActive
Some overlap · 8 shared positions
$HON$BA$DOV$DIS$EMR$MCD
$1.2B
263 positions
#5ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$AMGN$EMR$BA$MCD$ABT$NKE
$853M
70 positions
#6ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 6 shared positions
$AMGN$HON$BA$MCD$AXP$KO
$155M
150 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$EMR$HON$MCD$AXP$KO
$272M
95 positions
#8Perennial Advisors, LLCPassive
Some overlap · 7 shared positions
$HON$AMGN$MCD$DIS$AXP$UNP
$587M
122 positions
#9HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$AMGN$HON$MCD$UNP$NVS$KO
$351M
81 positions
#10Somerset Trust CoPassive
Some overlap · 6 shared positions
$AMGN$EMR$MCD$NSC$ABT$LHX
$326M
174 positions
#11Yoffe Investment Management, LLCPassive
Some overlap · 7 shared positions
$HON$MCD$BA$AMGN$AXP$UNP
$78M
111 positions
#12Barbara Oil Co.Passive
Some overlap · 7 shared positions
$HON$EMR$BA$NSC$LHX$UNP
$259M
69 positions
#13Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$AMGN$HON$EMR$DIS$AXP
$260M
197 positions
#14BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 6 shared positions
$HON$EMR$MCD$NSC$ABT$BMY
$2.3B
264 positions
#15Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$AMGN$BA$MCD$DIS$KO$UPS
$210M
79 positions
#16Michael Brady & Co., LLCActive
Some overlap · 7 shared positions
$HON$MCD$EMR$AXP$ABT$LHX
$100M
54 positions
#17LYNCH & ASSOCIATES/INPassive
Some overlap · 7 shared positions
$EMR$HON$MCD$BA$ABT$KO
$533M
126 positions
#18Newport Trust Company, LLCSmart money
Some overlap · 6 shared positions
$HON$EMR$BA$DIS$NKE$WAT
$40.7B
64 positions
#19UNITED BANKActive
Some overlap · 6 shared positions
$AMGN$HON$MCD$DOV$ABT$KO
$781M
121 positions
#20Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$HON$MCD$AXP$ABT$UNP$KO
$446M
104 positions
#21Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$AMGN$BA$MCD$DIS$AXP$KO
$308M
68 positions
#22Pine Haven Investment Counsel, IncPassive
Some overlap · 7 shared positions
$AMGN$EMR$ABT$NKE$UNP$KO
$136M
114 positions
#23DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$HON$MCD$ABT
$253M
92 positions
#24FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$HON$AMGN$MCD$LHX$KO
$5.0B
201 positions
#25RE ADVISERS CORPActive
Some overlap · 5 shared positions
$HON$BA$MCD$DIS$ABT
$3.7B
111 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.