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 WIMMER ASSOCIATES 1

13F Portfolio OverlapQ2 2026WIMMER ASSOCIATES 1 portfolio →

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Most similar hedge funds by 13F overlap

WIMMER ASSOCIATES 1, LLC is an institutional investor managing $221M across 113 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 WIMMER ASSOCIATES 1 are Biondo Investment Advisors, BRADY FAMILY WEALTH, Vertrix Wealth, with shared positions in $AMGN, $VRTX, $LMT, $MCD, $IDXX, $SBUX. The full ranking of 25 similar funds is below.

#1Biondo Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$AMGN $VRTX $LMT $MCD $IDXX $SBUX

$817M

89 positions

#2BRADY FAMILY WEALTH, LLCPassive

Some overlap · 8 shared positions

$AMGN $PEP $SBUX $MCD $ABT $PSX

$346M

113 positions

#3Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$AMGN $LMT $SBUX $MCD $ABT $EMR

$292M

99 positions

#4Flavin Financial Services, Inc.Passive

Some overlap · 7 shared positions

$AMGN $LMT $PEP $MCD $PSX $SYY

$185M

77 positions

#5Palisade Asset Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $MMM $PEP $MCD $ABT $TJX

$1.1B

204 positions

#6Smart Portfolios, LLC

Some overlap · 6 shared positions

$AMGN $SBUX $PEP $MCD $ABT $PSX

$100M

99 positions

#7Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$AMGN $LMT $SBUX $MCD $EMR $TJX

$360M

73 positions

#8Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$AMGN $LMT $PEP $MCD $EMR $PSX

$265M

100 positions

#9Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$AMGN $LMT $PEP $MCD $ABT $SYY

$181M

81 positions

#10Hardworking Capital Advisors, LLCActive

Some overlap · 6 shared positions

$AMGN $SBUX $PEP $MCD $MMM $TJX

$121M

84 positions

#11BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$AMGN $LMT $MCD $SBUX $EMR $SYY

$504M

136 positions

#12LYNCH & ASSOCIATES/INPassive

Some overlap · 7 shared positions

$LMT $MCD $ABT $MMM $EMR $SYY

$699M

128 positions

#13Pine Haven Investment Counsel, IncPassive

Some overlap · 6 shared positions

$AMGN $SBUX $PEP $ABT $EMR $TJX

$149M

116 positions

#14Somerset Trust CoPassive

Some overlap · 6 shared positions

$AMGN $MCD $ABT $PEP $EMR $PSX

$354M

186 positions

#15HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$AMGN $LMT $MCD $ABT $PEP $SBUX

$363M

92 positions

#16DMKC Advisory Services, LLCActive

Some overlap · 6 shared positions

$MMM $LMT $PEP $ABT $EMR $SYY

$530M

92 positions

#17InvesTrustPassive

Some overlap · 6 shared positions

$MMM $SBUX $PEP $MCD $EMR $NTRS

$247M

91 positions

#18Clark & Stuart, IncPassive

Some overlap · 8 shared positions

$MMM $PEP $ABT $EMR $ADBE $SYY

$162M

52 positions

#19ICW Investment Advisors LLCPassive

Some overlap · 6 shared positions

$AMGN $LMT $PEP $MCD $ABT $TJX

$281M

143 positions

#20CONNING INC.Passive

Some overlap · 5 shared positions

$AMGN $LMT $SBUX $MCD $ABT

$3.3B

329 positions

#21Allied Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$MMM $LMT $PEP $ABT $SYY $EMR

$1.1B

112 positions

#22ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$AMGN $PEP $MCD $ABT $EMR $SBUX

$878M

73 positions

#23Hamrick Investment Counsel, llcPassive

Some overlap · 5 shared positions

$AMGN $VRTX $SBUX $LMT $ADBE

$151M

184 positions

#24EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$LMT $AMGN $SBUX $PEP $ABT

$1.3B

58 positions

#25HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$LMT $PEP $MCD $ABT $EMR $TJX

$321M

107 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.