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Hedge Funds Similar to AMI INVESTMENT

13F Portfolio OverlapQ2 2026AMI INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

AMI INVESTMENT MANAGEMENT INC is an institutional investor managing $471M across 78 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 AMI INVESTMENT are Focused Investors, BRIGHT ROCK, Wallington Asset, with shared positions in $LOW, $DIS, $TJX, $FDX, $ELV, $ACN. The full ranking of 25 similar funds is below.

#1Focused Investors LLCActive
Notable overlap · 7 shared positions
$LOW$DIS$TJX$FDX$ELV$ACN
$3.0B
23 positions
#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$UNP$TJX$ELV$ACN$CL$NKE
$499M
73 positions
#3Wallington Asset Management, LLCActive
Notable overlap · 7 shared positions
$UNP$TJX$LOW$CL$DIS$PEP
$814M
61 positions
#4DKRT Investments Corp.Active
Notable overlap · 7 shared positions
$SYK$FDX$UNP$WFC$FDXF$NKE
$409M
50 positions
#5SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$UNP$SYK$DIS$HSY
$3.0B
79 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$LOW$UNP$DIS$ACN$PSX
$529M
75 positions
#7Rempart Asset Management Inc.Active
Notable overlap · 4 shared positions
$LOW$SYK$WFC$CL
$488M
36 positions
#8Wilkinson Global Asset Management LLCActive
Notable overlap · 6 shared positions
$UNP$TJX$DIS$ADI$WFC$LOW
$1.3B
62 positions
#9Horrell Capital Management, Inc.Active
Notable overlap · 5 shared positions
$UNP$FDX$LOW$FDXF$PEP
$219M
196 positions
#10BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Notable overlap · 6 shared positions
$LOW$ELV$HSY$ACN$NKE$ADP
$235M
33 positions
#11ROCKLAND TRUST COPassive
Notable overlap · 7 shared positions
$UNP$TJX$ELV$NKE$CL$ACN
$2.5B
317 positions
#12Maj Invest Holding A/SActive
Notable overlap · 3 shared positions
$LOW$UNP$ELV
$2.2B
40 positions
#13BRADY FAMILY WEALTH, LLCPassive
Notable overlap · 7 shared positions
$LOW$SYK$TJX$PEP$ADI$PSX
$346M
113 positions
#14Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$UNP$TJX$DIS$ACN$PEP$ADI
$116M
240 positions
#15DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 4 shared positions
$LOW$DIS$WFC$ACN
$1.2B
599 positions
#16FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$UNP$SYK$LOW$PEP
$383M
74 positions
#17PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 5 shared positions
$SYK$TJX$ELV$PEP$ADI
$836M
93 positions
#18HENDLEY & CO INCActive
Some overlap · 5 shared positions
$UNP$SYK$HSY$TJX$PEP
$283M
47 positions
#19All Terrain Financial Advisors, LLCActive
Some overlap · 4 shared positions
$LOW$UNP$CL$PEP
$615M
157 positions
#20LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$SYK$UNP$ACN$CL$FISV$PEP
$273M
104 positions
#21LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 7 shared positions
$SYK$TJX$LOW$UNP$FISV$ADI
$10.3B
565 positions
#22FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 8 shared positions
$FDX$UNP$DIS$LOW$FDXF$PEP
$670M
79 positions
#23Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$DIS$FDX$WFC$ELV$UNP$FISV
$684M
359 positions
#24Regal Partners LtdActive
Some overlap · 3 shared positions
$UNP$DIS$WFC
$1.8B
122 positions
#25Bristlecone Value Partners, LLCActive
Some overlap · 5 shared positions
$LOW$GHC$DIS$NKE$PEP
$124M
70 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.