13F Pro

Hedge Funds Similar to Mengis ,

13F Portfolio OverlapQ1 2026Mengis , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Mengis Capital Management, Inc. is an institutional investor managing $581M across 212 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 Mengis , are WILKINS INVESTMENT COUNSEL, CAMDEN NATIONAL BANK, FSB PREMIER WEALTH ,, with shared positions in $NVS, $MDT, $EMR, $CLX, $IBM, $HSY. The full ranking of 25 similar funds is below.

#1WILKINS INVESTMENT COUNSEL INCActive
Notable overlap · 7 shared positions
$NVS$MDT$EMR$CLX$IBM$HSY
$698M
119 positions
#2CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$PWR$DE$NVS$MDT
$739M
164 positions
#3FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$DE$PM$NVS$MDT$SCHW$BAC
$319M
251 positions
#4Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$DE$PCAR$HSY$CLX
$184M
32 positions
#5Bank OZKPassive
Some overlap · 6 shared positions
$PWR$AZN$IAU$IBM$BAC$MRVL
$283M
149 positions
#6Cohen Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DE$NVS$IBM$SCHW$UNP
$644M
154 positions
#7CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$DE$PM$MDT$NVS$SCHW$UNP
$758M
179 positions
#8Stack Financial Management, IncActive
Some overlap · 4 shared positions
$PWR$PCAR$MDT$EMR
$1.4B
52 positions
#9Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$DE$MDT$EMR$HSY$IBM$BAC
$308M
137 positions
#10BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$AZN$PM$MDT$EMR$IBM$UNP
$147M
116 positions
#11BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$DE$ATI$BA$SCHW$UNP
$4.1B
151 positions
#12Spectrum Financial Alliance Ltd LLCActive
Some overlap · 6 shared positions
$DE$BA$BAC$MRVL$SCHW$HSY
$520M
30 positions
#13Cascade Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$NVS$PCAR$MDT$EMR$SCHW
$169M
116 positions
#14SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$NVS$PM$IAU$BA$BAC$SLB
$274M
131 positions
#15Kimelman & Baird, LLCActive
Some overlap · 7 shared positions
$MDT$BA$IBM$BAC$MRVL$UNP
$1.2B
263 positions
#16Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DE$EMR$IBM$BAC$UNP
$215M
125 positions
#17RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$PWR$MDT$BA$BAC
$829M
92 positions
#18Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 6 shared positions
$DE$MDT$MRVL$SCHW$SLB$IAU
$101M
307 positions
#19Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$DE$MDT$IAU$BAC$UNP
$752M
61 positions
#20CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$DE$MDT$HSY$SCHW
$1.4B
80 positions
#21Titan Investment Management LLCPassive
Some overlap · 4 shared positions
$PWR$PM$HSY$CLX
$113M
37 positions
#22FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Some overlap · 6 shared positions
$PM$MDT$DE$BAC$BA$SCHW
$18.1B
418 positions
#23Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 5 shared positions
$NVS$MDT$IAU$EMR$SCHW
$315M
109 positions
#24BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PWR$BA$BAC$MRVL$HUBB$UNP
$578M
108 positions
#25Drexel Morgan & Co.Active
Some overlap · 7 shared positions
$DE$IBM$SLB$UNP$EMR$MDT
$682M
60 positions

Compare Mengis ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Mengis ,’s holdings

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.