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Hedge Funds Similar to Hayek Kallen Investment

13F Portfolio OverlapQ2 2026Hayek Kallen Investment portfolio →
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Most similar hedge funds by 13F overlap

Hayek Kallen Investment Management is an institutional investor managing $330M across 97 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 Hayek Kallen Investment are First Fiduciary Investment Counsel, MORGAN DEMPSEY, Powers Advisory Group, with shared positions in $WM, $NVS, $PM, $UNP, $MCD, $SO. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 8 shared positions
$WM$NVS$PM$UNP$MCD$SO
$529M
75 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 9 shared positions
$PM$VZ$UNP$PEP$MCD$C
$233M
122 positions
#3Powers Advisory Group, LLCActive
Notable overlap · 10 shared positions
$WM$PEP$DE$MCD$SO$PM
$319M
130 positions
#4SHRIER WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$WM$NVS$PM$VZ$PEP$C
$296M
134 positions
#5Carolina Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$PM$VZ$UNP$BP$PEP$MO
$255M
278 positions
#6Optimist Retirement Group LLCActive
Notable overlap · 7 shared positions
$NVS$PM$VZ$PEP$MO$MCD
$259M
118 positions
#7Miramar Capital, LLCPassive
Notable overlap · 5 shared positions
$WM$VZ$UNP$PEP$MCD
$455M
57 positions
#8Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 6 shared positions
$WM$VZ$PEP$MCD$SO$PFE
$199M
38 positions
#9TCTC Holdings, LLCActive
Notable overlap · 7 shared positions
$WM$NVS$PM$PFE$PEP$MO
$3.8B
240 positions
#10FARMERS TRUST CO
Notable overlap · 8 shared positions
$VZ$PM$UNP$PEP$MCD$C
$637M
203 positions
#11Coston, McIsaac & PartnersPassive
Notable overlap · 7 shared positions
$PM$VZ$PEP$MO$MCD$SO
$497M
948 positions
#12RAHLFS CAPITAL, LLCPassive
Some overlap · 7 shared positions
$VZ$PM$PEP$MCD$SO$MO
$136M
86 positions
#13CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 6 shared positions
$NVS$VZ$PM$UNP$MO$T
$191M
102 positions
#14Altrius Capital Management IncPassive
Some overlap · 6 shared positions
$NVS$PM$BP$MO$C$SBUX
$526M
89 positions
#15Slagle Financial, LLCPassive
Some overlap · 8 shared positions
$PM$PEP$MO$MCD$C$LOW
$334M
127 positions
#16Widmann Financial Services, Inc.Passive
Some overlap · 8 shared positions
$VZ$MO$PEP$MCD$C$SO
$186M
123 positions
#17Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$WM$PM$UNP$PEP$LOW
$253M
63 positions
#18Pathway Financial Advisers, LLCPassive
Some overlap · 7 shared positions
$VZ$PM$PEP$UNP$MCD$WM
$397M
167 positions
#19Keystone Financial Planning, Inc.Active
Some overlap · 7 shared positions
$PM$VZ$MO$MCD$PFE$USB
$388M
39 positions
#20Paradigm Capital Management, LLC/NVActive
Some overlap · 7 shared positions
$VZ$PM$MO$MCD$PFE$USB
$116M
65 positions
#21COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$UNP$PM$PEP$DE$MO$MCD
$166M
88 positions
#22BCS Private Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$WM$UNP$VZ$TMO
$332M
187 positions
#23Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$WM$UNP$PEP$MCD
$113M
58 positions
#24WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$PM$UNP$WM$DE$MO
$97M
110 positions
#25PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$VZ$WM$PEP$MCD$C$SO
$1.2B
103 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.