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 Kimelman & Baird,

13F Portfolio OverlapQ1 2026Kimelman & Baird, portfolio →

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Most similar hedge funds by 13F overlap

Kimelman & Baird, LLC is an institutional investor managing $1.2B across 263 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 Kimelman & Baird, are Wallington Asset ,, Stokes Advisors,, SOUND SHORE /CT/, with shared positions in $TJX, $HON, $UNP, $LIN, $BAC, $MDT. The full ranking of 25 similar funds is below.

#1Wallington Asset Management, LLCActive

Notable overlap · 7 shared positions

$TJX $HON $UNP $LIN $BAC $MDT

$752M

61 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$TJX $HON $IBM $LIN $UNP $MCD

$446M

104 positions

#3SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 7 shared positions

$BAC $MRVL $BA $OC $MDT $DIS

$3.0B

40 positions

#4HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$TJX $WM $UNP $DOV $NEE

$407M

49 positions

#5Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$WM $TJX $IBM $HON $LIN $EMR

$353M

78 positions

#6BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$HON $TJX $UNP $CPRT $LIN $NKE

$506M

75 positions

#7TCTC Holdings, LLCActive

Notable overlap · 6 shared positions

$WM $IBM $UBER $BAC $LIN $NEE

$3.5B

220 positions

#8Brentview Investment Management LLCPassive

Notable overlap · 6 shared positions

$TJX $WM $UNP $LIN $MDT $NEE

$231M

63 positions

#9Wilkinson Global Asset Management LLCActive

Notable overlap · 6 shared positions

$TJX $UNP $LIN $UBER $DIS $MCD

$1.3B

60 positions

#10RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$BAC $HON $TJX $BA $DIS $MCD

$3.7B

111 positions

#11Estabrook Capital ManagementPassive

Notable overlap · 6 shared positions

$HON $IBM $BAC $UNP $MDT $NEE

$685M

380 positions

#12Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$TJX $WM $IBM $LIN $MDT $HON

$272M

95 positions

#13Beech Hill Advisors, Inc.Passive

Notable overlap · 7 shared positions

$UBER $BA $TJX $IBM $MDT $DIS

$200M

94 positions

#14CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$HON $UNP $UBER $TJX $MDT $REGN

$2.2B

145 positions

#15Cambridge Financial Group, Inc.Active

Notable overlap · 4 shared positions

$TJX $BAC $BA $MCD

$267M

33 positions

#16Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$WM $UNP $TJX $HON $EMR $MCD

$100M

54 positions

#17Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$TJX $HON $MDT $WM $LIN $NEE

$336M

46 positions

#18FORBES J M & CO LLPActive

Notable overlap · 7 shared positions

$BAC $TJX $LIN $UNP $IBM $EMR

$1.2B

150 positions

#19BCV Asset Management Inc.Active

Notable overlap · 6 shared positions

$WCN $UNP $MRVL $BAC $TJX $NEE

$2.9B

120 positions

#20MeadowBrook Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$BAC $DOV $LIN $MRVL $BA $DIS

$113M

186 positions

#21BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 5 shared positions

$BAC $WM $HON $EMR $MCD

$2.3B

264 positions

#22Shelter Rock Management, LLCActive

Notable overlap · 3 shared positions

$TJX $WM $MCD

$94M

35 positions

#23BOYAR ASSET MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$BAC $UBER $MDT $DIS $WM $MCD

$176M

78 positions

#24Piscataqua Savings BankPassive

Notable overlap · 6 shared positions

$TJX $BAC $UNP $WM $MCD $DIS

$142M

416 positions

#25DLK Investment Management, LLCPassive

Notable overlap · 5 shared positions

$WM $HON $LIN $MDT $MCD

$253M

92 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.