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 HAMEL ASSOCIATES,

13F Portfolio OverlapQ1 2026HAMEL ASSOCIATES, portfolio →

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Most similar hedge funds by 13F overlap

HAMEL ASSOCIATES, INC. is an institutional investor managing $351M across 81 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 HAMEL ASSOCIATES, are VIRGINIA WEALTH GROUP,, Walsky Investment ,, Estabrook, with shared positions in $CB, $AMGN, $SSL, $MCD, $HLT, $HSY. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 9 shared positions

$CB $AMGN $SSL $MCD $HLT $HSY

$187M

55 positions

#2Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$__PARK_1390777 $MCD $HON $UNP $NVS $AMGN

$98M

50 positions

#3Estabrook Capital ManagementPassive

Notable overlap · 10 shared positions

$COP $HON $CB $UNP $PNC $VZ

$685M

380 positions

#4Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$AMGN $__PARK_1390777 $LMT $MCD $HON $KO

$353M

78 positions

#5SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$CB $AMGN $MCD $ITW $LMT $UNP

$1.8B

176 positions

#6BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 9 shared positions

$AMGN $CB $LMT $MCD $DUK $VZ

$480M

133 positions

#7Willis Investment CounselActive

Notable overlap · 8 shared positions

$CB $LMT $COP $HSY $MCD $VZ

$1.8B

123 positions

#8Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$KO $MCD $HON $CB $LMT $UNP

$446M

104 positions

#9Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $__PARK_1390777 $LMT $DUK $MCD $KO

$272M

95 positions

#10Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ITW $AMGN $MCD $LMT $HSY $DUK

$184M

32 positions

#11CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$__PARK_1390777 $KO $MCD $HSY $HON $VZ

$1.4B

80 positions

#12Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$AMGN $COP $PNC $VZ $DUK $KO

$308M

137 positions

#13Carolina Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$AMGN $KO $UNP $VZ $LMT $ITW

$240M

278 positions

#14FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$COP $MCD $KO $HON $AMGN $LMT

$5.0B

201 positions

#15ROWLANDMILLER & PARTNERS.ADVPassive

Notable overlap · 8 shared positions

$KO $CB $MCD $VZ $AMGN $COP

$493M

189 positions

#16R.H. Investment Group, LLCPassive

Notable overlap · 6 shared positions

$COP $AMGN $MCD $UNP $ADP $VZ

$130M

45 positions

#17Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$COP $LMT $KO $__PARK_1390777 $DUK $VZ

$139M

62 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$KO $MCD $LMT $UNP $DUK $VZ

$220M

148 positions

#19Roxbury Financial LLCPassive

Notable overlap · 10 shared positions

$CB $LMT $DUK $MCD $KO $IBM

$126M

410 positions

#20Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$MCD $AMGN $VZ $LMT $COP $KO

$245M

98 positions

#21BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$KO $HON $LMT $VZ $CB $COP

$199M

110 positions

#22InvesTrustPassive

Notable overlap · 8 shared positions

$SSL $HLT $MCD $VZ $ITW $KO

$238M

91 positions

#23Windle Wealth, LLCActive

Notable overlap · 6 shared positions

$ITW $KO $MCD $ED $VZ $O

$237M

32 positions

#24Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$COP $CB $UNP $NVS $VZ $HON

$110M

226 positions

#25Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$HON $UNP $COP $MCD $DUK $VZ

$127M

60 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.