What hedge funds are most similar to ALPINE WOODS CAPITAL INVESTORS, LLC?

The funds with the most similar 13F portfolios to ALPINE WOODS CAPITAL INVESTORS, LLC are Brookmont, EDGAR LOMAX /VA, Aull & Monroe Investment, based on overlapping conviction holdings in the latest SEC filings.

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 ALPINE WOODS INVESTORS,

13F Portfolio OverlapQ1 2026ALPINE WOODS INVESTORS, portfolio →

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Most similar hedge funds by 13F overlap

ALPINE WOODS CAPITAL INVESTORS, LLC is an institutional investor managing $417M across 199 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 ALPINE WOODS INVESTORS, are Brookmont, EDGAR LOMAX /VA, Aull & Monroe Investment, with shared positions in $LHX, $WFC, $EQIX, $BAC, $WM, $EVRG. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive

Notable overlap · 6 shared positions

$LHX $WFC $EQIX $BAC $WM $EVRG

$179M

59 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$SO $MDLZ $BAC $WFC $TXN $AMGN

$1.4B

56 positions

#3Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$CMI $SO $AMGN $BAC $WM $EMR

$215M

125 positions

#4Richard C. Young & CO., LTD.Active

Some overlap · 5 shared positions

$LHX $CMI $SO $EMR $WMB

$1.2B

93 positions

#5DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$BAC $WM $SBAC $TXN $LHX $MET

$16.0B

187 positions

#6Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$SO $AMGN $TXN $EMR $WFC $__PARK_1390777

$98M

50 positions

#7Stack Financial Management, IncActive

Some overlap · 5 shared positions

$LHX $MDLZ $WM $EMR $AEM

$1.4B

52 positions

#8Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$STLD $SO $CMI $EVRG $WM $AMGN

$354M

164 positions

#9Covea FinanceActive

Some overlap · 6 shared positions

$BAC $WM $LHX $EMR $MSI $TJX

$2.9B

146 positions

#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$WFC $CMI $SO $TXN

$220M

148 positions

#11Petros Family Wealth, LLCPassive

Some overlap · 6 shared positions

$AMGN $LHX $BAC $EMR $TJX $TXN

$140M

131 positions

#12LAFFER TENGLER INVESTMENTS, INC.Passive

Some overlap · 6 shared positions

$LHX $STLD $EMR $WMB $TJX $BAC

$677M

182 positions

#13Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$AMGN $WM $BAC $TXN $EMR

$245M

98 positions

#14Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$LHX $AMGN $SO $TXN $WM $MSI

$172M

114 positions

#15Massachusetts Wealth ManagementPassive

Some overlap · 6 shared positions

$BAC $WFC $CMI $EMR $AMGN $TT

$231M

98 positions

#16DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$AMGN $LHX $TXN $WMB $TJX

$501M

138 positions

#17ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$CMI $EVRG $SO $EMR $TXN

$639M

126 positions

#18S-Bank Fund Management LtdActive

Some overlap · 5 shared positions

$WFC $BAC $EMR $EQIX $PPG

$671M

178 positions

#19CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$WFC $TXN $EMR $WMB $MSI

$1.2B

103 positions

#20SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$LHX $WFC $AMGN $TXN

$728M

79 positions

#21Eldred Rock Partners, LLCActive

Some overlap · 4 shared positions

$WFC $CMI $TXN $EMR

$393M

31 positions

#22DMKC Advisory Services, LLCPassive

Some overlap · 3 shared positions

$WFC $CMI $BAC

$240M

84 positions

#23PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 4 shared positions

$WFC $CMI $BAC $TXN

$166M

72 positions

#24FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$AMGN $BAC $LHX $WMB $MDLZ

$5.0B

201 positions

#25Murphy, Middleton, Hinkle & Parker, Inc.Passive

Some overlap · 7 shared positions

$SO $TXN $EMR $TT $WM $AMGN

$216M

133 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.