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Hedge Funds Similar to WEIK

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

WEIK CAPITAL MANAGEMENT is an institutional investor managing $251M across 90 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 WEIK are MARSHFIELD ASSOCIATES, Bretton ,, LOUNTZIS ASSET ,, with shared positions in $PGR, $TJX, $ORLY, $UNH, $DIS, $AXP. The full ranking of 25 similar funds is below.

#1MARSHFIELD ASSOCIATESActive
Notable overlap · 5 shared positions
$PGR$TJX$ORLY$UNH$DIS
$5.0B
17 positions
#2Bretton Capital Management, LLCActive
Notable overlap · 4 shared positions
$TJX$PGR$UNH$AXP
$109M
18 positions
#3LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Notable overlap · 6 shared positions
$PGR$WFC$USB$MLM$UNH$IBM
$273M
52 positions
#4MCDONALD CAPITAL INVESTORS INC/CASmart money
Notable overlap · 3 shared positions
$PGR$MLM$WFC
$1.5B
21 positions
#5Wilkinson Global Asset Management LLCActive
Notable overlap · 5 shared positions
$TJX$PGR$DIS$MCD$WFC
$1.3B
60 positions
#6Aristotle Capital Management, LLCActive
Notable overlap · 6 shared positions
$MLM$USB$WFC$KO$TDY$PNC
$47.8B
191 positions
#7JLB & ASSOCIATES INCPassive
Notable overlap · 4 shared positions
$TJX$PGR$ORLY$AXP
$696M
70 positions
#8Stokes Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$TJX$LMT$KO$IBM$AXP$HUM
$446M
104 positions
#9Focused Investors LLCActive
Notable overlap · 6 shared positions
$TJX$LMT$UNH$AXP$DIS$MCD
$3.1B
22 positions
#10BONNESS ENTERPRISES INCActive
Notable overlap · 3 shared positions
$PGR$KO$IBM
$273M
39 positions
#11Shelter Rock Management, LLCActive
Notable overlap · 5 shared positions
$TJX$ORLY$MCD$HUM$WFC
$94M
35 positions
#12James Hambro & Partners LLPActive
Notable overlap · 4 shared positions
$PGR$TJX$KO$IBM
$2.6B
57 positions
#13Bath Savings Trust CoActive
Notable overlap · 4 shared positions
$TJX$LMT$KO$MCD
$936M
168 positions
#14Van Cleef Asset Management,IncActive
Notable overlap · 3 shared positions
$PGR$AXP$DIS
$929M
118 positions
#15CENTRAL SECURITIES CORPActive
Notable overlap · 3 shared positions
$PGR$TDY$AXP
$1.2B
30 positions
#16EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$USB$KO$LMT$WFC$UNH$MDLZ
$1.4B
56 positions
#17PROVIDENT TRUST COSmart money
Notable overlap · 3 shared positions
$TJX$PNC$AXP
$4.8B
22 positions
#18Headland Capital, LLCActive
Some overlap · 3 shared positions
$PGR$BRZE$MCD
$355M
61 positions
#19CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PGR$LMT$USB$TJX$DEO$MDLZ
$6.4B
290 positions
#20SCHULHOFF & CO INCPassive
Some overlap · 7 shared positions
$USB$LMT$KO$PNC$IBM$MCD
$243M
133 positions
#21Capital Wealth Planning, LLCActive
Some overlap · 5 shared positions
$TJX$KO$IBM$AXP$MCD
$18.1B
151 positions
#22Meadowbrook Advisors Group, LLCPassive
Some overlap · 7 shared positions
$KO$PGR$ORLY$TJX$UNH$IBM
$168M
136 positions
#23McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$TJX$ORLY$KO
$180M
36 positions
#24Robbins FarleyPassive
Some overlap · 4 shared positions
$TJX$MLM$IBM$DIS
$226M
143 positions
#25Griffith & Werner, Inc.Active
Some overlap · 6 shared positions
$WFC$KO$LMT$UNH$AXP$IBM
$202M
72 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.