13F Pro

Hedge Funds Similar to Kimelman & Baird

13F Portfolio OverlapQ2 2026Kimelman & Baird portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Kimelman & Baird, LLC is an institutional investor managing $1.3B across 261 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kimelman & Baird are HFR Wealth, Wallington Asset, Michael Brady, with shared positions in $TJX, $WM, $UNP, $DOV, $LIN, $HON. The full ranking of 25 similar funds is below.

#1HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$TJX$WM$UNP$DOV
$410M
53 positions
#2Wallington Asset Management, LLCActive
Notable overlap · 7 shared positions
$TJX$UNP$LIN$HON$HONA$MDT
$814M
61 positions
#3Michael Brady & Co., LLCActive
Notable overlap · 7 shared positions
$WM$UNP$TJX$HON$HONA$EMR
$113M
58 positions
#4Greystone Financial Group, LLCPassive
Notable overlap · 7 shared positions
$WM$TJX$LIN$HON$HONA$EMR
$358M
74 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 6 shared positions
$WM$UNP$BX$HON$HONA$MCD
$529M
75 positions
#6HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 7 shared positions
$WM$UNP$TJX$HON$HONA$EMR
$321M
107 positions
#7GENERAL AMERICAN INVESTORS CO INCActive
Notable overlap · 5 shared positions
$TJX$MRVL$REGN$UBER$BA
$1.7B
73 positions
#8Beech Hill Advisors, Inc.Passive
Notable overlap · 5 shared positions
$BX$BA$UBER$TJX$MDT
$226M
97 positions
#9MeadowBrook Investment Advisors LLCPassive
Notable overlap · 5 shared positions
$MRVL$DOV$BA$LIN$UBER
$126M
196 positions
#10Strategic Wealth Investment Group, LLCPassive
Notable overlap · 6 shared positions
$BX$BA$UBER$LIN$WM$EMR
$825M
104 positions
#11Wilkinson Global Asset Management LLCActive
Notable overlap · 5 shared positions
$TJX$UNP$LIN$UBER$MCD
$1.3B
62 positions
#12Vertrix Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$WM$TJX$LIN$HON$HONA$EMR
$297M
103 positions
#13BCV Asset Management Inc.Active
Notable overlap · 4 shared positions
$MRVL$WCN$UNP$MCD
$3.3B
116 positions
#14CAMBIAR INVESTORS LLCActive
Notable overlap · 6 shared positions
$UNP$UBER$REGN$HON$HONA$MDT
$2.3B
150 positions
#15BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$MRVL$UNP$BA$ENPH
$679M
104 positions
#16TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$MRVL$BA$UBER$WM
$238M
118 positions
#17Haverford Financial Services, Inc.Active
Notable overlap · 6 shared positions
$TJX$HON$HONA$WM$MDT$LIN
$339M
49 positions
#18Brentview Investment Management LLCActive
Notable overlap · 4 shared positions
$TJX$WM$UNP$LIN
$253M
63 positions
#19Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$BA$HON
$442M
84 positions
#20Decker Wealth Management LLCActive
Some overlap · 4 shared positions
$TJX$WM$MDT$NUE
$471M
107 positions
#21SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$TJX$BX$UNP$MDT$EMR
$145M
43 positions
#22Camarda Financial Advisors, LLC
Some overlap · 5 shared positions
$MRVL$BA$TJX$HON$HONA
$331M
122 positions
#23Nordwand Advisors, LLCPassive
Some overlap · 3 shared positions
$MRVL$UNP$WM
$652M
146 positions
#24Insight Inv LLCPassive
Some overlap · 3 shared positions
$MRVL$TJX$EMR
$212M
109 positions
#25HOERTKORN RICHARD CHARLESActive
Some overlap · 3 shared positions
$MRVL$BA$MCD
$149M
71 positions

Compare Kimelman & Baird’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Kimelman & Baird’s holdings

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.