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Hedge Funds Similar to Violich ,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Violich , are Persium Advisors,, FARMERS, CINCINNATI FINANCIAL, with shared positions in $LRCX, $HON, $BHP, $UNH, $UNP, $VZ. The full ranking of 25 similar funds is below.

#1Persium Advisors, LLCActive
Notable overlap · 7 shared positions
$LRCX$HON$BHP$UNH$UNP$VZ
$127M
60 positions
#2FARMERS TRUST COPassive
Some overlap · 7 shared positions
$LRCX$HON$PM$UNP$VZ$NEE
$637M
203 positions
#3CINCINNATI FINANCIAL CORPActive
Some overlap · 7 shared positions
$PM$HON$UNH$ACN$LRCX$VZ
$5.0B
55 positions
#4Cetera Trust Company, N.APassive
Some overlap · 7 shared positions
$LRCX$HON$UNH$NEE$KO$AMGN
$177M
351 positions
#5Yoffe Investment Management, LLCPassive
Some overlap · 7 shared positions
$HON$PM$UNH$UNP$VZ$KO
$78M
111 positions
#6Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 7 shared positions
$LRCX$PM$UNH$ACN$NEE$ADP
$412M
46 positions
#7Brentview Investment Management LLCPassive
Some overlap · 4 shared positions
$LRCX$PM$UNP$NEE
$231M
63 positions
#8Signet Investment Advisory Group, Inc.Passive
Some overlap · 8 shared positions
$HON$UNH$ACN$NEE$COP$KO
$218M
69 positions
#9Foyston, Gordon, & Payne IncPassive
Some overlap · 5 shared positions
$PM$HON$UNH$UNP$KO
$434M
67 positions
#10RE ADVISERS CORPActive
Some overlap · 4 shared positions
$LRCX$HON$UNH$COP
$3.7B
111 positions
#11PIONEER TRUST BANK N A/ORPassive
Some overlap · 7 shared positions
$HON$UNH$DHR$ACN$NEE$AMGN
$412M
83 positions
#12HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$HON$PM$UNP$NEE$COP$KO
$1.5B
477 positions
#13Minot DeBlois Advisors LLCPassive
Some overlap · 8 shared positions
$UNP$HON$DHR$ACN$VZ$NEE
$110M
226 positions
#14Carolina Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$PM$LRCX$UNP$VZ$KO$AMGN
$240M
278 positions
#15Wills Financial Group LLCPassive
Some overlap · 6 shared positions
$ALPS$UNP$HON$DHR$VZ$NEE
$265M
75 positions
#16PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$LRCX$PM$NEE$HON
$143M
96 positions
#17MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$LRCX$PM$VZ$NEE$COP
$460M
115 positions
#18Tevis Investment ManagementPassive
Some overlap · 5 shared positions
$HON$AEM$PM$VZ$KO
$176M
99 positions
#19R.H. Investment Group, LLCPassive
Some overlap · 7 shared positions
$PM$UNH$UNP$COP$AMGN$ADP
$130M
45 positions
#20Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 7 shared positions
$PM$UNH$VZ$NEE$KO$AMGN
$477M
70 positions
#21Cypress Capital Management LLC (WY)Active
Some overlap · 3 shared positions
$ALPS$PM$AEM
$108M
205 positions
#22Blue Whale Capital LLPActive
Some overlap · 4 shared positions
$LRCX$HON$DHR$PM
$2.1B
26 positions
#23CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$LRCX$UNH$HON$ACN
$6.6B
63 positions
#24MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$UNH$LRCX$UNP$HON$COP$KO
$1.3B
232 positions
#25STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$BHP$HON$PM$AON
$609M
263 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.