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Hedge Funds Similar to HOLDERNESS INVESTMENTS

13F Portfolio OverlapQ1 2026HOLDERNESS INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

HOLDERNESS INVESTMENTS CO is an institutional investor managing $498M across 252 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 HOLDERNESS INVESTMENTS are Eliot Finkel Investment Counsel,, PLIMOTH, Curat Global,, with shared positions in $AMAT, $GLW, $DUK, $ETN, $MCD, $TJX. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$AMAT$GLW$DUK$ETN$MCD
$184M
32 positions
#2PLIMOTH TRUST CO LLCActive
Notable overlap · 9 shared positions
$AMAT$DUK$ETN$MCD$TJX$BAC
$447M
173 positions
#3Curat Global, LLCPassive
Some overlap · 6 shared positions
$AMAT$IBM$KLAC$BAC$TJX$LOW
$102M
265 positions
#4Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$AMAT$IBM$GLW$DELL
$562M
62 positions
#5Applied Finance Capital Management, LLCPassive
Some overlap · 6 shared positions
$AMAT$IBM$VZ$KLAC$BAC$LOW
$1.3B
218 positions
#6TRUSTCO BANK CORP N YActive
Some overlap · 5 shared positions
$AMAT$IBM$MCD$LOW$KO
$113M
71 positions
#7BONNESS ENTERPRISES INCSmart money
Some overlap · 5 shared positions
$AMAT$IBM$GLW$VZ$KO
$273M
39 positions
#8Green Alpha Advisors, LLCPassive
Some overlap · 3 shared positions
$AMAT$IBM$GLW
$102M
107 positions
#9Hartford Financial Management Inc.Passive
Some overlap · 5 shared positions
$AMAT$GLW$KLAC$TJX$BAC
$392M
344 positions
#10Churchill Financial Advisors, LLCActive
Some overlap · 7 shared positions
$AMAT$IBM$MCD$TJX$LOW$KLAC
$476M
123 positions
#11Persium Advisors, LLCSmart money
Some overlap · 6 shared positions
$AMAT$IBM$DUK$MCD$VZ$DELL
$127M
60 positions
#12JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$AMAT$GLW$DUK$MCD$BAC$KO
$822M
214 positions
#13AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$AMAT$ETN$IBM$TJX
$1.4B
114 positions
#14AMJ Financial Wealth ManagementPassive
Some overlap · 4 shared positions
$AMAT$GLW$ETN$TJX
$424M
86 positions
#15Widmann Financial Services, Inc.Passive
Some overlap · 7 shared positions
$IBM$DUK$GLW$MCD$IRM$VZ
$168M
121 positions
#16NORRIS PERNE & FRENCH LLP/MISmart money
Some overlap · 4 shared positions
$AMAT$ETN$KLAC$TJX
$1.5B
139 positions
#17Insight Inv LLCPassive
Some overlap · 4 shared positions
$AMAT$IBM$GLW$TJX
$183M
104 positions
#18HALL LAURIE J TRUSTEEActive
Some overlap · 3 shared positions
$AMAT$IBM$TJX
$283M
104 positions
#19Hudson Canyon Capital ManagementPassive
Some overlap · 6 shared positions
$AMAT$ETN$TJX$BAC$DELL$KO
$163M
52 positions
#20PeakShares LLCPassive
Some overlap · 7 shared positions
$GLW$DUK$IBM$MCD$VZ$KLAC
$109M
116 positions
#21Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$IBM$GLW$DUK$ETN$VZ$BAC
$685M
380 positions
#22Silver Lake Advisory, LLCPassive
Some overlap · 5 shared positions
$AMAT$GLW$ETN$MCD$KO
$252M
103 positions
#23Anther Capital LtdActive
Some overlap · 3 shared positions
$AMAT$GLW$KLAC
$3.8B
31 positions
#24CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$AMAT$GLW$MCD$VZ$KO
$1.4B
80 positions
#25MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 3 shared positions
$AMAT$ETN$VZ
$834M
51 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.