How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Wallington Asset ,

13F Portfolio OverlapQ1 2026Wallington Asset , portfolio →

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Most similar hedge funds by 13F overlap

Wallington Asset Management, LLC is an institutional investor managing $752M across 61 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 Wallington Asset , are Wilkinson Global Asset, Hamilton Point Investment Advisors,, Kimelman & Baird,, with shared positions in $TJX, $LIN, $UNP, $DE, $AMGN, $DIS. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive

Notable overlap · 7 shared positions

$TJX $LIN $UNP $DE $AMGN $DIS

$1.3B

60 positions

#2Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$IAU $TJX $AMN $DE $AMGN $CMI

$649M

186 positions

#3Kimelman & Baird, LLCActive

Notable overlap · 7 shared positions

$TJX $HON $UNP $LIN $BAC $MDT

$1.2B

263 positions

#4Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$LIN $TJX $UNP $MDT $LOW

$231M

63 positions

#5Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$LIN $TJX $AMGN $HON $LOW

$353M

78 positions

#6BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$BP $AMGN $CMI $WRB $LOW $MU

$380M

98 positions

#7Sawyer & Company, IncPassive

Notable overlap · 5 shared positions

$TJX $MU $AMGN $HON $DIS

$260M

197 positions

#8Mirabaud Asset Management LtdPassive

Notable overlap · 6 shared positions

$TJX $UNP $PANW $CMI $AMT $MDT

$121M

32 positions

#9WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 6 shared positions

$LIN $TJX $CMI $DIS $DE $AMGN

$1.2B

69 positions

#10DLK Investment Management, LLCPassive

Notable overlap · 5 shared positions

$HON $AMGN $MDT $DE $LIN

$253M

92 positions

#11Providence Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$LIN $DE $PSX $TJX $BAC $PANW

$613M

200 positions

#12Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$TJX $HON $LIN $UNP $CL

$446M

104 positions

#13FORBES J M & CO LLPActive

Notable overlap · 5 shared positions

$IAU $TJX $LIN $UNP $BAC

$1.2B

150 positions

#14NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$TJX $LIN $PANW

$326M

86 positions

#15Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$LIN $AMGN $TJX $LOW $MDT $HON

$272M

95 positions

#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$UNP $HON $TJX $LIN $CL

$506M

75 positions

#17FMB WEALTH MANAGEMENTActive

Notable overlap · 5 shared positions

$IAU $AMN $AMGN $MU $BAC

$242M

73 positions

#18Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$TJX $HON $LOW $MDT $LIN

$336M

46 positions

#19Somerset Trust CoPassive

Notable overlap · 7 shared positions

$AMGN $LIN $LOW $MDT $PSX $MU

$326M

174 positions

#20WEYBOSSET RESEARCH & MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$TJX $CMI $DE

$347M

33 positions

#21HFR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$TJX $UNP $AMGN

$407M

49 positions

#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TJX $LIN $DE $LOW $AMGN $PANW

$7.8B

1,278 positions

#23NOESIS CAPITAL MANGEMENT CORPPassive

Notable overlap · 5 shared positions

$LIN $CMI $MDT $LOW $DIS

$676M

125 positions

#24NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 8 shared positions

$UNP $LOW $AMT $PANW $TJX $HON

$2.4B

189 positions

#25Walsky Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$HON $UNP $AMGN $LOW $CL

$98M

50 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.