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Hedge Funds Similar to HUNTER ASSOCIATES INVESTMENT

13F Portfolio OverlapQ3 2026HUNTER ASSOCIATES INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC is an institutional investor managing $860M across 304 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HUNTER ASSOCIATES INVESTMENT are Cornerstone, OF VIRGINIA, Cambridge Advisors, with shared positions in $AMGN, $GLW, $PEP, $TMO, $PM, $TROW. The full ranking of 25 similar funds is below.

#1Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$AMGN$GLW$PEP$TMO
$1.1B
120 positions
#2TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$GLW$AMGN$PEP$PM
$1.3B
220 positions
#3Cambridge Advisors Inc.Active
Some overlap · 3 shared positions
$AMGN$GLW$PEP
$581M
182 positions
#4Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$TROW$PEP$PM
$263M
373 positions
#5Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$AMGN$GLW$PEP
$214M
33 positions
#6BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$GLW$AMGN$PM
$504M
136 positions
#7GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$GLW$AMGN$PEP
$1.2B
611 positions
#8CHELSEA COUNSEL COPassive
Some overlap · 4 shared positions
$GLW$AMGN$TMO$APLD
$236M
232 positions
#9Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$AMGN$TMO
$399M
113 positions
#10Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$AMGN$PEP$FIX$PM
$513M
70 positions
#11UNITED BANKActive
Some overlap · 3 shared positions
$GLW$AMGN$PEP
$853M
130 positions
#12CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$AMGN$PEP
$1.3B
122 positions
#13Insight Inv LLCPassive
Some overlap · 3 shared positions
$GLW$AMGN$PEP
$210M
108 positions
#14SS&H Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$GLW$AMGN$PEP
$391M
130 positions
#15Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$AMGN$TROW$PEP
$279M
73 positions
#16R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$AMGN$TROW$TMO
$142M
39 positions
#17High Net Worth Advisory Group LLCPassive
Some overlap · 4 shared positions
$AMGN$PEP$PM$GLW
$476M
253 positions
#18Vickerman Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$AMGN$PEP$FDX$TMO
$515M
100 positions
#19SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$GLW$AMGN$TMO$PEP
$1.7B
315 positions
#20Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$GLW$AMGN$PEP
$231M
125 positions
#21Processus Wealth & Capital Management, LLCActive
Some overlap · 4 shared positions
$AMGN$TMO$FDX$PEP
$172M
36 positions
#22STANCE CAPITAL LLCPassive
Some overlap · 4 shared positions
$AMGN$GLW$PEP$JBL
$328M
340 positions
#23Birch Capital Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$RMD$FDX
$205M
79 positions
#24Wilmington Savings Fund Society, FSBPassive
Some overlap · 4 shared positions
$GLW$PEP$TMO$AMGN
$4.4B
1,470 positions
#25R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$AMGN$TMO$PM$PEP
$133M
47 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.