What hedge funds are most similar to Hamilton Point Investment Advisors, LLC?

The funds with the most similar 13F portfolios to Hamilton Point Investment Advisors, LLC are Wallington Asset ,, Aull & Monroe Investment, AVITY INVESTMENT, 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 Hamilton Point Investment Advisors,

13F Portfolio OverlapQ1 2026Hamilton Point Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Hamilton Point Investment Advisors, LLC is an institutional investor managing $649M across 186 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 Hamilton Point Investment Advisors, are Wallington Asset ,, Aull & Monroe Investment, AVITY INVESTMENT, with shared positions in $IAU, $TJX, $AMN, $DE, $AMGN, $CMI. The full ranking of 25 similar funds is below.

#1Wallington Asset Management, LLCActive

Notable overlap · 7 shared positions

$IAU $TJX $AMN $DE $AMGN $CMI

$752M

61 positions

#2Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$DE $CMI $NEE $AMGN $ADP $ETN

$215M

125 positions

#3AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$TJX $AMGN $ETN $NEE $CL $ACN

$1.4B

114 positions

#4Sawyer & Company, IncPassive

Notable overlap · 7 shared positions

$TJX $AMGN $ETN $ADP $AXP $CRM

$260M

197 positions

#5Atala Financial IncPassive

Notable overlap · 7 shared positions

$DE $TJX $AMN $IBM $CRM $IAU

$149M

117 positions

#6Mirova US LLCActive

Notable overlap · 8 shared positions

$TJX $NEE $HUBB $DHR $CRM $WM

$8.8B

42 positions

#7Capital Wealth Planning, LLCActive

Notable overlap · 5 shared positions

$AXP $TJX $AMGN $IBM $VZ

$18.1B

151 positions

#8HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$TJX $AMGN $NEE $ADP $DHR $WM

$407M

49 positions

#9Dempze Nancy EPassive

Notable overlap · 7 shared positions

$TJX $AXP $ADP $DHR $IBM $NEE

$182M

92 positions

#10Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$IAU $NEE $AXP $AMGN $ETN $WM

$218M

69 positions

#11Trinity Legacy Partners, LLCPassive

Notable overlap · 7 shared positions

$TJX $AMGN $DE $AXP $VZ $MAIN

$462M

106 positions

#12FORBES J M & CO LLPActive

Notable overlap · 6 shared positions

$IAU $TJX $NEE $ETN $VZ $IBM

$1.2B

150 positions

#13Palisade Asset Management, LLCActive

Notable overlap · 7 shared positions

$DE $AMGN $TJX $ADP $IBM $CL

$996M

195 positions

#14WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 9 shared positions

$TJX $CMI $NEE $CRM $ACN $DE

$1.2B

69 positions

#15Mirabaud Asset Management LtdPassive

Notable overlap · 5 shared positions

$AXP $TJX $NEE $CMI $IBM

$121M

32 positions

#16Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$TJX $NEE $ADP $CHD $DHR $AJG

$936M

168 positions

#17BFSG, LLCPassive

Notable overlap · 7 shared positions

$IAU $AMN $CHD $TJX $VZ $CL

$1.1B

750 positions

#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TJX $DE $ETN $NEE $AMGN $WM

$7.8B

1,278 positions

#19WESPAC Advisors SoCal, LLCPassive

Notable overlap · 6 shared positions

$EME $AMN $ETN $IAU $IBM $HUBB

$470M

119 positions

#20Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$TJX $AXP $NEE $CL $IBM

$446M

104 positions

#21Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$DE $AMGN $NEE $ADP $IBM $ACN

$974M

782 positions

#22Hemenway Trust Co LLCActive

Notable overlap · 6 shared positions

$TJX $AXP $ADP $NEE $DHR $WM

$1.2B

135 positions

#23Rayburn West Financial Services LLCPassive

Notable overlap · 5 shared positions

$AXP $DE $AMGN $IBM $VZ

$170M

82 positions

#24Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$AXP $TJX $ADP $DHR $NEE $VZ

$110M

226 positions

#25Elefante Mark BPassive

Notable overlap · 5 shared positions

$TJX $AXP $NEE $ADP $DHR

$182M

58 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.