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Hedge Funds Similar to Allred

13F Portfolio OverlapQ2 2026Allred portfolio →
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Most similar hedge funds by 13F overlap

Allred Capital Management, LLC is an institutional investor managing $305M across 162 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 Allred are Peak Asset, DKRT Investments, Wilson & Boucher, with shared positions in $SYK, $EMR, $MDY, $UNP, $MMM, $TJX. The full ranking of 25 similar funds is below.

#1Peak Asset Management, LLCPassive
Some overlap · 4 shared positions
$SYK$EMR$MDY$UNP
$680M
181 positions
#2DKRT Investments Corp.Active
Some overlap · 3 shared positions
$SYK$UNP$MMM
$409M
50 positions
#3Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$SYK$UNP$EMR
$170M
121 positions
#4MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$SYK$EMR$MMM
$130M
80 positions
#5AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$UNP$TJX
$471M
78 positions
#6Financial Advisory CorpSmart money
Some overlap · 3 shared positions
$SYK$MMM$MDY
$754M
58 positions
#7HALL LAURIE J TRUSTEEPassive
Some overlap · 3 shared positions
$SYK$MMM$TJX
$322M
103 positions
#8Cohen Capital Management, Inc.Active
Some overlap · 3 shared positions
$SYK$MMM$UNP
$735M
152 positions
#9ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$SYK$TJX$MDY
$248M
96 positions
#10Segment Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ALL$SYK$UNP$TJX
$1.9B
312 positions
#11LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$SYK$TJX$UNP
$10.3B
565 positions
#12LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$SYK$EMR$MMM$TJX
$573M
129 positions
#13Stack Financial Management, IncActive
Some overlap · 3 shared positions
$SYK$EMR$UNP
$1.3B
54 positions
#14Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$EMR$UNP$MMM$MDY
$398M
113 positions
#15Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$EMR$UNP$SYK$TJX
$149M
116 positions
#16Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 3 shared positions
$SYK$TJX$UNP
$321M
153 positions
#17JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$TJX$EMR
$4.1B
83 positions
#18Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$SYK$EMR$MMM
$159M
57 positions
#19Nicollet Investment Management, Inc.Active
Some overlap · 4 shared positions
$UNP$MMM$TJX$MDY
$324M
77 positions
#20WELCH & FORBES LLCActive
Some overlap · 3 shared positions
$SYK$TJX$MDY
$8.2B
388 positions
#21CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 3 shared positions
$SYK$UNP$TJX
$1.2B
203 positions
#22BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 3 shared positions
$ALL$EMR$MMM
$263M
90 positions
#23ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 3 shared positions
$SYK$UNP$MDY
$406M
127 positions
#24HENDLEY & CO INCActive
Some overlap · 3 shared positions
$SYK$UNP$TJX
$283M
47 positions
#25BOSTON FAMILY OFFICE LLCPassive
Some overlap · 3 shared positions
$SYK$UNP$TJX
$1.6B
314 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.