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 HALL

13F Portfolio OverlapQ1 2026HALL portfolio →

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Most similar hedge funds by 13F overlap

HALL CAPITAL MANAGEMENT CO INC is an institutional investor managing $280M across 107 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 HALL are MilWealth Group, Newton One Investments, Luminvest Wealth, with shared positions in $MKL, $USB, $HUM, $MCD, $SCHW, $JHG. The full ranking of 25 similar funds is below.

#1MilWealth Group LLCSmart money

Notable overlap · 3 shared positions

$MKL $USB $HUM

$420M

81 positions

#2Newton One Investments LLCActive

Notable overlap · 4 shared positions

$MKL $USB $MCD $HUM

$368M

121 positions

#3Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$MKL $USB $HUM $SCHW

$382M

55 positions

#4Hilton Capital Management, LLCActive

Notable overlap · 6 shared positions

$USB $JHG $MCD $TJX $HON $EMR

$1.3B

129 positions

#5Richmond Investment Services, LLCPassive

Notable overlap · 4 shared positions

$USB $JHG $MKL $SHW

$619M

255 positions

#6Westview Management dba Westview Investment AdvisorsPassive

Notable overlap · 5 shared positions

$USB $JHG $SHW $TJX $SCHW

$192M

70 positions

#7FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$USB $HUM $UNP $LMT $NEE $SCHW

$354M

66 positions

#8CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $JHG $HUM

$648M

134 positions

#9Gladwyn Financial Advisors, Inc.Active

Notable overlap · 7 shared positions

$MKL $USB $NEE $KO $MCD $UNP

$160M

82 positions

#10Berkeley Capital Partners, LLCActive

Notable overlap · 5 shared positions

$USB $MKL $DUK $MCD $NEE

$431M

184 positions

#11Indie Asset Partners, LLCPassive

Notable overlap · 5 shared positions

$MKL $USB $DUK $HUM $MCD

$88M

83 positions

#12Stokes Capital Advisors, LLCPassive

Notable overlap · 11 shared positions

$SHW $UNP $MCD $HUM $LMT $NEE

$446M

104 positions

#13STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MKL $USB $HUM

$140M

29 positions

#14MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 6 shared positions

$MKL $ADP $ABT $EMR $NEE $LMT

$240M

234 positions

#15Archvest Wealth Advisors, Inc.Active

Notable overlap · 5 shared positions

$MKL $USB $SCHW $SHW $HUM

$155M

74 positions

#16PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Notable overlap · 4 shared positions

$USB $MKL $HUM $SCHW

$1.6B

236 positions

#17Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$USB $LMT $MCD $WM $KO $DUK

$284M

125 positions

#18TAGStone Capital, Inc.Passive

Notable overlap · 5 shared positions

$USB $UNP $TJX $AXP $HUM

$283M

137 positions

#19Foundation Wealth Management, LLC\PAActive

Notable overlap · 4 shared positions

$USB $MKL $NEE $SCHW

$284M

91 positions

#20Stony Point Wealth Management Inc.Passive

Notable overlap · 5 shared positions

$MKL $JHG $TJX $SCHW $LMT

$252M

96 positions

#21Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$USB $WM $DLR $MCD $LMT $NEE

$218M

69 positions

#22Financial Freedom, LLCPassive

Notable overlap · 4 shared positions

$USB $SHW $MCD $SCHW

$201M

426 positions

#23Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $USB $HUM

$678M

294 positions

#24Lincoln Capital LLCActive

Notable overlap · 6 shared positions

$MKL $MCD $UNP $AXP $SCHW $KO

$528M

135 positions

#25Pioneer Wealth Management GroupSmart money

Notable overlap · 5 shared positions

$USB $MKL $SCHW $UNP $HUM

$357M

50 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.