13F Pro

Hedge Funds Similar to REIK & ,

13F Portfolio OverlapQ1 2026REIK & , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

REIK & CO., LLC is an institutional investor managing $363M across 56 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 REIK & , are BLACKHILL, Powers Advisory Group,, Piedmont ,, with shared positions in $WSM, $DIS, $ABT, $PFE, $CL, $USB. The full ranking of 25 similar funds is below.

#1BLACKHILL CAPITAL INCSmart money
Notable overlap · 5 shared positions
$WSM$DIS$ABT$PFE$CL
$1.9B
49 positions
#2Powers Advisory Group, LLCActive
Notable overlap · 6 shared positions
$USB$KO$GLW$SBUX$VZ$CL
$284M
125 positions
#3Piedmont Capital Management, LLCActive
Notable overlap · 4 shared positions
$USB$KO$IBM$VZ
$197M
50 positions
#4CULTIVAR CAPITAL, INC.Smart money
Notable overlap · 5 shared positions
$USB$KO$PFE$IBM$VZ
$156M
46 positions
#5Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 3 shared positions
$USB$GLW$SHEL
$192M
70 positions
#6HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$USB$KO$ADP$ABT
$280M
107 positions
#7Aristotle Capital Management, LLCActive
Notable overlap · 4 shared positions
$WSM$USB$KO$VZ
$47.8B
191 positions
#8Barry Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$SHEL$PFE
$454M
99 positions
#9Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$USB$KO$ADI$ACN
$451M
146 positions
#10Arista Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$USB$KO$ADP
$822M
253 positions
#11Berkeley Capital Partners, LLCActive
Notable overlap · 3 shared positions
$USB$SBUX$PFE
$431M
184 positions
#12MERIDIAN MANAGEMENT COActive
Notable overlap · 3 shared positions
$USB$KO$IBM
$402M
81 positions
#13FIRST INTERSTATE BANKActive
Notable overlap · 4 shared positions
$USB$PFE$DIS$ABT
$1.8B
187 positions
#14Summit Asset Management, LLCActive
Notable overlap · 4 shared positions
$USB$KO$IBM$FDX
$719M
172 positions
#15GoalFusion Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$ACN$IBM
$220M
30 positions
#16Black Cypress Capital Management, LLCActive
Some overlap · 3 shared positions
$USB$DIS$SBUX
$139M
31 positions
#17Dodds Wealth, LLCSmart money
Some overlap · 3 shared positions
$USB$KO$DIS
$407M
51 positions
#18Essex LLCActive
Some overlap · 3 shared positions
$USB$PFE$IBM
$566M
175 positions
#19Drum Hill Capital, LLCActive
Some overlap · 6 shared positions
$USB$SHEL$GLW$KO$IBM$VZ
$109M
46 positions
#20Hudock, Inc.Active
Some overlap · 5 shared positions
$USB$KO$GLW$IBM$VZ
$680M
200 positions
#21THOMAS STORY & SON LLCPassive
Some overlap · 5 shared positions
$WSM$KO$FAST$ACN$ABT
$261M
51 positions
#22Winch Advisory Services, LLCActive
Some overlap · 4 shared positions
$USB$KO$DIS$VZ
$438M
530 positions
#23JBGlobal.com LLCActive
Some overlap · 3 shared positions
$USB$SBUX$ADP
$102M
27 positions
#24REBALANCE, LLCSmart money
Some overlap · 4 shared positions
$USB$IBM$WSM$KO
$1.7B
101 positions
#25RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$USB$KO$SBUX$FDX
$116M
116 positions

Compare REIK & ,’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 REIK & ,’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.