What hedge funds are most similar to McKinley Carter Wealth Services, Inc.?

The funds with the most similar 13F portfolios to McKinley Carter Wealth Services, Inc. are Greystone Financial Group, Vertrix Wealth, DB Fitzpatrick, based on overlapping conviction holdings in the latest SEC filings.

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 McKinley Carter Wealth Services

13F Portfolio OverlapQ2 2026McKinley Carter Wealth Services portfolio →

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Most similar hedge funds by 13F overlap

McKinley Carter Wealth Services, Inc. is an institutional investor managing $1.9B across 322 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 McKinley Carter Wealth Services are Greystone Financial Group, Vertrix Wealth, DB Fitzpatrick, with shared positions in $TJX, $LIN, $WM, $MCK, $BNY, $TXN. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$TJX $LIN $WM $MCK $BNY $TXN

$358M

74 positions

#2Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$TJX $LIN $MCK $WM $BNY $MS

$297M

103 positions

#3DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$PWR $ORLY $HUBB $WM $DOV $LMT

$124M

100 positions

#4CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$PWR $ORLY $APH $LIN $TJX $GWW

$456M

67 positions

#5Brentview Investment Management LLCActive

Notable overlap · 6 shared positions

$TJX $LIN $WM $MCK $PEP $MS

$253M

63 positions

#6ALBION FINANCIAL GROUP /UTPassive

Notable overlap · 8 shared positions

$PWR $TJX $APH $C $PEP $TXN

$1.7B

652 positions

#7UNITED BANKActive

Notable overlap · 7 shared positions

$HUBB $DOV $WM $GD $PEP $TXN

$853M

130 positions

#8CHILTON CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$PWR $DOV $LIN $TJX $WM $MS

$3.2B

592 positions

#9HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$DOV $TJX $WM $APH

$410M

53 positions

#10South Street Advisors LLCActive

Notable overlap · 4 shared positions

$PWR $TJX $ORLY $APH

$769M

84 positions

#11Cumberland Partners LtdPassive

Notable overlap · 6 shared positions

$LIN $MCK $DELL $TJX $APH $ORLY

$1.5B

153 positions

#12CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$PWR $TJX $LIN $PEP $TXN

$767M

184 positions

#13Blue Chip Partners, LLCActive

Notable overlap · 5 shared positions

$PWR $TJX $WM $PEP $MS

$1.6B

184 positions

#14Delta Accumulation, LLCActive

Notable overlap · 8 shared positions

$TJX $C $GD $MCK $BNY $MS

$2.5B

156 positions

#15ICW Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$ORLY $LIN $TJX $APH $PEP $GD

$286M

144 positions

#16Titan Investment Management LLCActive

Notable overlap · 6 shared positions

$PWR $MCK $DELL $PEP $MS $LMT

$135M

38 positions

#17Reliant Investment Management, LLCPassive

Notable overlap · 4 shared positions

$PWR $LIN $HUBB $APH

$281M

55 positions

#18CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 6 shared positions

$LIN $PWR $TJX $WM $PEP $MS

$1.2B

153 positions

#19JLB & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$TJX $ORLY $APH $PEP $HUBB

$748M

68 positions

#20SHUTTLEWORTH & CoPassive

Notable overlap · 4 shared positions

$TJX $MCK $WM $APH

$125M

51 positions

#21BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TJX $LIN $APH $PEP $TXN $MS

$499M

73 positions

#22Longbow Finance SAPassive

Notable overlap · 6 shared positions

$TJX $RL $C $MCK $PWR $BNY

$782M

59 positions

#23Port Capital LLCActive

Notable overlap · 4 shared positions

$ORLY $LIN $APH $CACI

$2.5B

108 positions

#24Strategic Wealth Investment Group, LLCPassive

Notable overlap · 5 shared positions

$LIN $HUBB $ORLY $PEP $WM

$825M

104 positions

#25First National Bank of Mount Dora, Trust Investment ServicesPassive

Notable overlap · 5 shared positions

$TJX $LIN $WM $ORLY $TXN

$499M

126 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.