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Hedge Funds Similar to Goelzer Investment

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

Goelzer Investment Management, Inc. is an institutional investor managing $2.3B across 314 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 Goelzer Investment are Taikang Asset (Hong Kong) Ltd, Eliot Finkel Investment Counsel, First Long Island Investors, with shared positions in $ETN, $QCOM, $LMT, $USB, $CFG, $WFC. The full ranking of 25 similar funds is below.

#1Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 6 shared positions
$ETN$QCOM$LMT$USB$CFG$WFC
$1.1B
77 positions
#2Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ETN$ADI$LMT$USB$AEP
$214M
33 positions
#3First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$ETN$QCOM$LMT$USB$WSM
$1.4B
73 positions
#4CYPRESS ASSET MANAGEMENT INC/TXActive
Some overlap · 5 shared positions
$ADI$QCOM$ETN$LMT$KLAC
$514M
107 positions
#5MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$ETN$LMT$USB$NI$AEP
$491M
120 positions
#6DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$ETN$LMT$PFG$USB$WFC
$530M
92 positions
#7SFE Investment CounselPassive
Some overlap · 5 shared positions
$ETN$QCOM$USB$KLAC$WSM
$742M
152 positions
#8Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$ETN$ADI$QCOM$USB
$170M
61 positions
#9RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ETN$ADI$QCOM$CFG
$1.1B
90 positions
#10CHEMUNG CANAL TRUST COActive
Some overlap · 5 shared positions
$ADI$TRV$ETN$USB$BMY
$541M
111 positions
#11Midwest Professional Planners, LTD.Passive
Some overlap · 4 shared positions
$ETN$ADI$LMT$KLAC
$510M
131 positions
#12Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$QCOM$LMT$OHI$KLAC$ENB
$1.0B
207 positions
#13CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Some overlap · 5 shared positions
$ADI$QCOM$LMT$KLAC$WFC
$23.0B
320 positions
#14Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$ETN$QCOM$TRV$USB
$1.6B
215 positions
#15MainStreet Investment Advisors LLCActive
Some overlap · 5 shared positions
$QCOM$LMT$USB$AEP$ENB
$734M
166 positions
#16BANK OF STOCKTONActive
Some overlap · 5 shared positions
$ADI$QCOM$KLAC$WSM$WFC
$356M
126 positions
#17MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$QCOM$LMT$USB$AEP$WFC
$1.2B
106 positions
#18CONNING INC.Passive
Some overlap · 5 shared positions
$LMT$PFG$TRV$USB$BMY
$3.3B
327 positions
#19Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$ETN$ADI$QCOM$BMY
$3.2B
82 positions
#20Community Financial Services Group, LLCPassive
Some overlap · 4 shared positions
$ETN$ADI$KLAC$AEP
$686M
532 positions
#21EASTERN BANKPassive
Some overlap · 4 shared positions
$ETN$ADI$KLAC$AEP
$6.5B
1,038 positions
#22Van Diest Capital, LLCPassive
Some overlap · 5 shared positions
$ADI$QCOM$KLAC$BMY$WFC
$112M
176 positions
#23Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$QCOM$PFG$USB$AEP$BMY
$501M
106 positions
#24GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$ADI$ETN$KLAC$ENB$WFC
$3.0B
213 positions
#25MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$ETN$QCOM$LMT$BMY
$243M
80 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.