What hedge funds are most similar to Brookmont Capital Management?

The funds with the most similar 13F portfolios to Brookmont Capital Management are POTOMAC FUND, IAMS WEALTH, CINCINNATI FINANCIAL, 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 Brookmont

13F Portfolio OverlapQ3 2026Brookmont portfolio →

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Most similar hedge funds by 13F overlap

Brookmont Capital Management is an institutional investor managing $176M across 64 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 Brookmont are POTOMAC FUND, IAMS WEALTH, CINCINNATI FINANCIAL, with shared positions in $WFC, $SHEL, $GILD, $ADI, $AZN, $LHX. The full ranking of 25 similar funds is below.

#1POTOMAC FUND MANAGEMENT INC /ADVSmart money

Notable overlap · 28 shared positions

$WFC $SHEL $GILD $ADI $AZN $LHX

$4.0B

109 positions

#2IAMS WEALTH MANAGEMENT, LLCPassive

Notable overlap · 15 shared positions

$GILD $WFC $LHX $AJG $ABT $Q

$342M

184 positions

#3CINCINNATI FINANCIAL CORPActive

Notable overlap · 9 shared positions

$ADI $MCD $MCHP $HON $HONA $QCOM

$5.2B

56 positions

#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 9 shared positions

$PNC $MCD $WM $TEL $ABT $HON

$2.5B

270 positions

#5ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Notable overlap · 8 shared positions

$WFC $LHX $EQIX $WM $QCOM $PEP

$460M

220 positions

#6Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$MCD $ABT $PNC $HON $HONA $QCOM

$108M

52 positions

#7ANCHOR CAPITAL ADVISORS LLCPassive

Notable overlap · 6 shared positions

$ADI $Q $PNC $SOLS $TEL $DD

$3.6B

244 positions

#8Clayton Partners LLCPassive

Notable overlap · 5 shared positions

$AZN $LHX $WFC $HON $HONA

$152M

44 positions

#9CINCINNATI INSURANCE COActive

Notable overlap · 7 shared positions

$ADI $MCD $ABT $QCOM $PEP $USB

$6.9B

64 positions

#10Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$GILD $ABT $PNC $CCZ $PEP $USB

$161M

62 positions

#11PINKERTON WEALTH, LLCActive

Notable overlap · 7 shared positions

$AZN $COP $WM $MCD $ABT $QCOM

$1.2B

103 positions

#12WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AZN $ABT $AJG $HON $HONA $SRE

$2.1B

131 positions

#13MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$PNC $WFC $TEL $CCZ $QCOM $PEP

$1.2B

100 positions

#14PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$ADI $AZN $AJG $PEP $USB

$837M

90 positions

#15SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 7 shared positions

$AZN $COP $WM $MCD $ABT $QCOM

$1.3B

97 positions

#16Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$MCD $WM $COP $HON $HONA $PEP

$227M

73 positions

#17HOME FEDERAL BANK OF TENNESSEESmart money

Notable overlap · 7 shared positions

$ADI $WM $PEP $HON $HONA $ABT

$465M

116 positions

#18HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$MCD $PNC $COP $HON $HONA $ABT

$363M

92 positions

#19Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 6 shared positions

$ADI $AJG $MCHP $ABT $USB $MCD

$449M

45 positions

#20Parrish Capital LLCPassive

Notable overlap · 5 shared positions

$GILD $AZN $SHEL $LHX $QCOM

$103M

84 positions

#21MainStreet Investment Advisors LLCActive

Notable overlap · 8 shared positions

$WM $MCD $MCHP $PEP $USB $QCOM

$734M

166 positions

#22Michael Brady & Co., LLCActive

Notable overlap · 8 shared positions

$WM $LHX $ABT $MCD $PEP $ADI

$110M

55 positions

#23Borer Denton & Associates, Inc.Passive

Notable overlap · 7 shared positions

$ABT $ADI $HON $HONA $MCD $PEP

$305M

74 positions

#24HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$AZN $ABT $COP $HON $HONA $PEP

$283M

47 positions

#25Allied Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$SHEL $WFC $ABT $PEP $USB

$1.1B

112 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.