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Hedge Funds Similar to Van Hulzen Asset ,

13F Portfolio OverlapQ1 2026Van Hulzen Asset , portfolio →
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Most similar hedge funds by 13F overlap

Van Hulzen Asset Management, LLC is an institutional investor managing $1.3B across 361 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 Van Hulzen Asset , are Stokes Advisors,, Kinloch ,, RE ADVISERS, with shared positions in $MCD, $IBM, $CB, $KO, $TJX, $ADM. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MCD$IBM$CB$KO$TJX
$446M
104 positions
#2Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$ADM$MCD$IBM$KO
$245M
83 positions
#3RE ADVISERS CORPActive
Some overlap · 5 shared positions
$MCD$CB$ETN$LRCX$TJX
$3.7B
111 positions
#4LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$IBM$MCD$KO$TJX$ITW
$533M
126 positions
#5InvesTrustPassive
Some overlap · 6 shared positions
$MCD$SHEL$IBM$KO$ITW$SLB
$238M
91 positions
#6Roxbury Financial LLCPassive
Some overlap · 5 shared positions
$IBM$CB$MCD$KO$ITW
$126M
410 positions
#7Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$IAU$DHR$IBM$TJX$ROP
$649M
186 positions
#8GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$DHR$IBM$MCD$TJX$KO$ETN
$908M
286 positions
#9Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$IBM$CB$ADM$LRCX
$202M
95 positions
#10apricus wealth, LLCPassive
Some overlap · 5 shared positions
$ADM$CB$SHEL$SLB$KMI
$205M
120 positions
#11HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$MCD$CB$KO$IBM$ITW
$351M
81 positions
#12MEYER HANDELMAN COActive
Some overlap · 6 shared positions
$IBM$ETN$MCD$TJX$ITW$TT
$3.2B
220 positions
#13Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$IBM$MCD$KO$TJX
$18.1B
151 positions
#14NICHOLAS COMPANY, INC.Active
Some overlap · 6 shared positions
$ETN$MCD$KO$LRCX$TJX$JCI
$5.1B
203 positions
#15BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$CB$ETN$MCD$TJX$IBM$KO
$1.6B
435 positions
#16Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$IBM$MCD$KO$IAU
$448M
108 positions
#17Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$IBM$MCD$KO$JCI
$168M
121 positions
#18FARMERS TRUST COPassive
Some overlap · 5 shared positions
$MCD$LRCX$IBM$CB$KMI
$637M
203 positions
#19NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$IBM$CB$KO$ETN$MCD$KMI
$367M
141 positions
#20WELCH & FORBES LLCActive
Some overlap · 5 shared positions
$CB$DHR$MCD$TJX$ROP
$7.7B
368 positions
#21Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$IBM$MCD$KO$JCI
$223M
109 positions
#22KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MCD$CB$IBM$KO$ITW
$1.4B
221 positions
#23InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$CB$ETN$MCD$DHR
$175M
108 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$IBM$MCD$KO$TJX
$353M
78 positions
#25CrossGen Wealth, LLCPassive
Some overlap · 6 shared positions
$CB$ETN$TJX$JCI$DHR$TT
$114M
200 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.