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Hedge Funds Similar to Violich

13F Portfolio OverlapQ2 2026Violich portfolio →
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Most similar hedge funds by 13F overlap

Violich Capital Management, Inc. is an institutional investor managing $919M across 122 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 Violich are FARMERS, First Fiduciary Investment Counsel, HOWE & RUSLING, with shared positions in $PM, $PEP, $UNP, $HON, $VZ, $CVS. The full ranking of 25 similar funds is below.

#1FARMERS TRUST CO
Some overlap · 7 shared positions
$PM$PEP$UNP$HON$VZ$CVS
$637M
203 positions
#2First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 7 shared positions
$PM$UNP$HON$HONA$DHR$NEE
$529M
75 positions
#3HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$PM$PEP$UNP$HON$HONA$NEE
$1.7B
479 positions
#4HENDLEY & CO INCActive
Some overlap · 6 shared positions
$PM$PEP$UNP$HON$HONA$COP
$283M
47 positions
#5Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$BHP$PM$PEP$VZ$DELL
$259M
118 positions
#6Borer Denton & Associates, Inc.Passive
Some overlap · 7 shared positions
$PEP$UNP$AON$HON$HONA$CVS
$305M
74 positions
#7SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PM$BHP$PEP$VZ
$296M
134 positions
#8Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$PM$UNP$HON$HONA$VZ$AMGN
$87M
113 positions
#9Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$BHP$PEP$UNP$DHR$VZ$NEE
$116M
240 positions
#10OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$PM$PEP$UNP$VZ$NEE
$560M
136 positions
#11TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$PM$PEP$UNP$VZ$NEE
$798M
187 positions
#12Persium Advisors, LLCSmart money
Some overlap · 6 shared positions
$BHP$UNP$AON$VZ$CVS$DELL
$153M
69 positions
#13HAMEL ASSOCIATES, INC.Passive
Some overlap · 8 shared positions
$UNP$PEP$HON$HONA$VZ$AMGN
$363M
92 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$PEP$UNP$HON$HONA$NEE$AMGN
$108M
52 positions
#15Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$PM$PEP$UNP$VZ$AMGN
$255M
278 positions
#16Bull Street Advisors, LLCPassive
Some overlap · 7 shared positions
$PEP$UNP$HON$HONA$DHR$AMGN
$219M
95 positions
#17Haverford Trust CoActive
Some overlap · 6 shared positions
$PEP$AON$PM$HON$HONA$NEE
$11.6B
424 positions
#18Hayek Kallen Investment Management
Some overlap · 5 shared positions
$PM$PEP$UNP$VZ$DE
$330M
97 positions
#19Shelter Mutual Insurance CoActive
Some overlap · 5 shared positions
$BHP$PEP$UNP$NEE$DE
$473M
58 positions
#20JACOBS & CO/CAPassive
Some overlap · 7 shared positions
$PEP$UNP$HON$HONA$AMGN$ADP
$1.2B
134 positions
#21HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$BHP$PM$UNP$VZ
$508M
127 positions
#22FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 6 shared positions
$PEP$AON$HON$HONA$VZ$NEE
$492M
156 positions
#23Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$PEP$UNP$HON$HONA$DHR$ADP
$113M
58 positions
#24HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$PEP$UNP$HON$HONA$NEE$ADP
$321M
107 positions
#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PM$PEP$UNP$VZ
$233M
122 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.