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Hedge Funds Similar to BHK Investment Advisors

13F Portfolio OverlapQ2 2026BHK Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

BHK Investment Advisors, LLC is an institutional investor managing $335M across 79 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 BHK Investment Advisors are Hamilton Point Investment Advisors, Kensington Investment Counsel, BONTEMPO OHLY MGMT, with shared positions in $DELL, $HUBB, $AMGN, $ADP, $WSO, $BR. The full ranking of 25 similar funds is below.

#1Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$DELL$HUBB$AMGN$ADP$WSO
$710M
193 positions
#2Kensington Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$DELL$AMGN$WSO$BR
$230M
85 positions
#3BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 6 shared positions
$ADP$ITW$AMGN$BR$LOW$PNC
$235M
33 positions
#4Holland Advisory Services, Inc.Active
Some overlap · 3 shared positions
$DELL$HUBB$AMGN
$91M
49 positions
#5Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$DELL$HUBB$ADP
$262M
58 positions
#6DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$DELL$CSL$TFC$PNC
$2.4B
174 positions
#7Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$TFC$ADP$ITW$AMGN$LOW
$204M
95 positions
#8Monte Financial Group, LLCPassive
Some overlap · 5 shared positions
$ADP$DELL$WSO$RF$EOG
$312M
102 positions
#9VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$DELL$HUBB$AMGN
$1.7B
345 positions
#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$DELL$EOG$LOW$PNC
$2.5B
270 positions
#11Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$DELL$TFC$AMGN$LOW
$334M
127 positions
#12McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$DELL$FDX$KYN
$823M
154 positions
#13BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$ITW$AMGN$BR$ADP$LOW
$346M
113 positions
#14Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$ADP$ITW$AMGN$LOW$PNC
$394M
99 positions
#15JGP Wealth Management, LLCActive
Some overlap · 5 shared positions
$ADP$ITW$AMGN$LOW$PNC
$1.1B
231 positions
#16William Allan CorpActive
Some overlap · 3 shared positions
$DELL$ADP$LOW
$204M
62 positions
#17Running Oak Capital LLCPassive
Some overlap · 4 shared positions
$CSL$ADP$WSO$FELE
$587M
59 positions
#18Birch Capital Management, LLCPassive
Some overlap · 4 shared positions
$FDX$AMGN$WSO$ITW
$205M
79 positions
#19COERENTE CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$ADP$TFC$ITW$EOG
$543M
43 positions
#20Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$ADP$ITW$AMGN$LOW
$181M
50 positions
#21Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$DELL$AMGN$WSO$LOW
$1.3B
62 positions
#22Somerset Trust CoPassive
Some overlap · 4 shared positions
$ITW$AMGN$ADP$LOW
$354M
186 positions
#23Intrepid Financial Planning Group LLCPassive
Some overlap · 4 shared positions
$DELL$PLTR$AMGN$LOW
$294M
135 positions
#24INVESTMENT HOUSE LLCPassive
Some overlap · 3 shared positions
$DELL$LOW$NU
$2.2B
220 positions
#25RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 3 shared positions
$DELL$FDX$PLTR
$136M
127 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.