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 BONTEMPO OHLY MGMT

13F Portfolio OverlapQ1 2026BONTEMPO OHLY MGMT portfolio →

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Most similar hedge funds by 13F overlap

BONTEMPO OHLY CAPITAL MGMT LLC is an institutional investor managing $222M across 34 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 BONTEMPO OHLY MGMT are Willis Investment Counsel, Exeter Financial,, BRADY FAMILY WEALTH,, with shared positions in $TXN, $HSY, $PAYX, $TSCO, $ADP, $ACN. The full ranking of 25 similar funds is below.

#1Willis Investment CounselActive

Notable overlap · 8 shared positions

$TXN $HSY $PAYX $TSCO $ADP $ACN

$1.8B

123 positions

#2Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$GD $TGT $VZ $TXN $AMGN $APD

$245M

98 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$LOW $TXN $AMGN $GD $BR $ITW

$321M

110 positions

#4THOMAS STORY & SON LLCPassive

Notable overlap · 8 shared positions

$FAST $GD $ITW $TSCO $KO $ACN

$261M

51 positions

#5SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$APD $GD $ITW $ADP $ACN $AMGN

$1.8B

176 positions

#6Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$GD $ADP $LOW $ITW $HSY $ACN

$105M

62 positions

#7Palisade Asset Management, LLCActive

Notable overlap · 10 shared positions

$TGT $GD $AMGN $TXN $ADP $UNH

$996M

195 positions

#8Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$VZ $KO $ELV $GD $ADP $ACN

$139M

62 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$TGT $GD $KO $TXN $AMGN $UNH

$1.4B

56 positions

#10Aristotle Capital Management, LLCActive

Notable overlap · 7 shared positions

$VZ $KO $GD $APD $LOW $AMGN

$47.8B

191 positions

#11Wolfstich Capital, LLCActive

Notable overlap · 7 shared positions

$VZ $KO $TGT $ADP $ACN $AUB

$114M

45 positions

#12SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$HSY $APD $NKE $AMGN $VZ $TXN

$728M

79 positions

#13NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 6 shared positions

$VZ $FAST $KO $ADP $APD $ACN

$1.5B

105 positions

#14Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$APD $HSY $ITW $GD $AMGN

$184M

32 positions

#15Measured Risk Portfolios, Inc.Passive

Notable overlap · 5 shared positions

$VZ $KO $TXN $GIS $PAYX

$91M

66 positions

#16Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$KO $TXN $VZ $AMGN $NKE $UNH

$477M

70 positions

#17HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$KO $ITW $HSY $AMGN $VZ $ADP

$351M

81 positions

#18Aurdan Capital Management, LLCActive

Notable overlap · 9 shared positions

$LOW $NKE $AMGN $KO $UNH $ITW

$333M

88 positions

#19Econ Financial Services CorpPassive

Notable overlap · 6 shared positions

$HSY $TXN $LOW $NKE $ITW $AMGN

$215M

74 positions

#20MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$KO $ITW $ADP $APD $TXN $ACN

$1.2B

81 positions

#21Somerset Trust CoPassive

Notable overlap · 7 shared positions

$LOW $ITW $GD $AMGN $ADP $APD

$326M

174 positions

#22Hendershot Investments Inc.Active

Notable overlap · 7 shared positions

$GD $ADP $BR $TSCO $FAST $ACN

$744M

129 positions

#23Clark & Stuart, IncActive

Notable overlap · 6 shared positions

$FAST $APD $ADP $KO $HSY $ITW

$148M

49 positions

#24CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$HSY $FAST $PAYX $BR $ACN $APD

$6.4B

290 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$VZ $KO $GD $TXN $GIS $IBM

$220M

148 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.