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 OverlapQ1 2026Brookmont portfolio →

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Most similar hedge funds by 13F overlap

Brookmont Capital Management is an institutional investor managing $179M across 59 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 Brookmont are IAMS WEALTH ,, BERKSHIRE ASSET /PA, CINCINNATI FINANCIAL, with shared positions in $AZN, $USB, $UPS, $GILD, $WFC, $AJG. The full ranking of 25 similar funds is below.

#1IAMS WEALTH MANAGEMENT, LLCPassive

Notable overlap · 15 shared positions

$AZN $USB $UPS $GILD $WFC $AJG

$287M

186 positions

#2BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 8 shared positions

$HON $MCD $BAC $WM $TEL $PNC

$2.3B

264 positions

#3CINCINNATI FINANCIAL CORPActive

Notable overlap · 7 shared positions

$HON $MCD $ADI $MCHP $AJG $USB

$5.0B

55 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$USB $COP $CCZ $GILD $BAC $WFC

$1.4B

56 positions

#5Allied Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$SHEL $WFC $USB $ABT $BAC

$697M

100 positions

#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AZN $HON $ABT $AJG $SRE

$2.1B

122 positions

#7ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Notable overlap · 6 shared positions

$LHX $WFC $EQIX $BAC $WM $EVRG

$417M

199 positions

#8Borer Denton & Associates, Inc.Active

Notable overlap · 6 shared positions

$HON $ABT $BAC $ADI $MCD $UPS

$280M

66 positions

#9Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$HON $MCD $USB $COP $WM

$218M

69 positions

#10DMKC Advisory Services, LLCPassive

Notable overlap · 5 shared positions

$WFC $USB $SHEL $BAC $ABT

$240M

84 positions

#11RE ADVISERS CORPActive

Notable overlap · 5 shared positions

$HON $COP $MCD $BAC $ABT

$3.7B

111 positions

#12Walsky Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$HON $MCD $ABT $PNC $WFC

$98M

50 positions

#13Hilton Capital Management, LLCActive

Notable overlap · 8 shared positions

$COP $USB $AZN $MCD $BAC $WFC

$1.3B

129 positions

#14CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$HON $USB $CCZ $PNC $AZN $SRE

$2.2B

145 positions

#15BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$HON $ABT $USB $SHEL $COP $BAC

$199M

110 positions

#16CINCINNATI INSURANCE COActive

Notable overlap · 6 shared positions

$ADI $MCD $ABT $USB $HON $AJG

$6.6B

63 positions

#17EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$WFC $SHEL $USB $UPS $PNC

$5.1B

71 positions

#18DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$WFC $BAC $MCD $CCZ $COP $USB

$220M

38 positions

#19Rench Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$LHX $ABT $AJG $MCHP $UPS

$332M

62 positions

#20Estabrook Capital ManagementPassive

Notable overlap · 5 shared positions

$HON $COP $BAC $PNC $WFC

$685M

380 positions

#21MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$GILD $COP $USB $LHX $BWXT

$115M

98 positions

#22FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 5 shared positions

$MCD $COP $HON $BAC $LHX

$5.0B

201 positions

#23DLK Investment Management, LLCPassive

Notable overlap · 5 shared positions

$HON $ABT $MCD $WM $SRE

$253M

92 positions

#24American Assets Investment Management, LLCActive

Notable overlap · 5 shared positions

$SHEL $WFC $BAC $USB $PNC

$1.5B

146 positions

#25Phraction Management LLCActive

Notable overlap · 5 shared positions

$HON $ADI $WFC $BAC $USB

$483M

65 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.