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Hedge Funds Similar to Brick & Kyle, Associates

13F Portfolio OverlapQ2 2026Brick & Kyle, Associates portfolio →
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Most similar hedge funds by 13F overlap

Brick & Kyle, Associates is an institutional investor managing $303M across 96 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Brick & Kyle, Associates are MORGAN DEMPSEY, Slagle Financial, Canal Insurance, with shared positions in $ES, $VZ, $PFH, $DUK, $PEP, $MCD. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$ES$VZ$PFH$DUK$PEP$MCD
$233M
122 positions
#2Slagle Financial, LLCPassive
Notable overlap · 7 shared positions
$DELL$PFH$ES$DUK$PEP$MCD
$334M
127 positions
#3Canal Insurance COActive
Some overlap · 5 shared positions
$DELL$VZ$LHX$DUK$BMY
$456M
76 positions
#4ARS Wealth Advisors Group, LLCActive
Some overlap · 5 shared positions
$TMO$VZ$HON$DUK$PEP
$1.3B
220 positions
#5SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$LHX$VZ$PEP$MCD$DELL$PLTR
$205M
55 positions
#6M. Kraus & CoPassive
Some overlap · 4 shared positions
$LHX$TMO$PEP$VZ
$377M
86 positions
#7LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 5 shared positions
$DELL$UBER$PEP$ISRG$MCD
$476M
102 positions
#8PeakShares LLCActive
Some overlap · 7 shared positions
$UBER$DELL$DUK$VZ$MCD$PLTR
$134.4B
122 positions
#9Unify Financial AdvisorsPassive
Some overlap · 4 shared positions
$DELL$VZ$UBER$ISRG
$108M
90 positions
#10CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$LHX$TMO$DUK$PEP$MCD
$767M
184 positions
#11Verity & Verity, LLCActive
Some overlap · 4 shared positions
$DELL$VZ$PFH$PEP
$1.5B
138 positions
#12Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$LHX$ES$VZ$MCD$BMY
$229M
166 positions
#13BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$DELL$HON$PEP$MCD$BMY$HSY
$2.5B
270 positions
#14Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$DELL$VZ$DUK$MCD
$153M
69 positions
#15Broyhill Asset Management, LLCPassive
Some overlap · 5 shared positions
$TMO$HON$UBER$DUK$PM
$112M
77 positions
#16WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$LHX$TMO$VZ
$375M
44 positions
#17Gallagher Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$VZ$DELL$UBER$ISRG$PLTR
$175M
71 positions
#18DOVER ADVISORS, LLCPassive
Some overlap · 5 shared positions
$HON$TMO$UBER$DUK$PEP
$244M
153 positions
#19Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$TMO$UBER$VZ$PEP$CRWD
$1.1B
120 positions
#20Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$TMO$UBER$DUK$PEP$CRWD
$825M
104 positions
#21Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$LHX$HON$PEP$MCD
$186M
61 positions
#22Citizens Business BankActive
Some overlap · 4 shared positions
$DELL$UBER$TMO$PLTR
$664M
139 positions
#23CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$HON$TMO$DUK
$188M
24 positions
#24Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$TMO$DELL$PEP$DUK$MCD$PM
$637M
146 positions
#25Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$TMO$MCD$CRWD
$399M
113 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.