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 Atwater Malick

13F Portfolio OverlapQ1 2026Atwater Malick portfolio →

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Most similar hedge funds by 13F overlap

Atwater Malick LLC is an institutional investor managing $370M across 100 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 Atwater Malick are Stillwater Wealth Group, Focused Investors, Greystone Financial Group,, with shared positions in $MS, $WM, $MCD, $KO, $LOW, $DIS. The full ranking of 25 similar funds is below.

#1Stillwater Wealth Management GroupPassive

Notable overlap · 4 shared positions

$MS $WM $MCD $KO

$162M

77 positions

#2Focused Investors LLCActive

Notable overlap · 4 shared positions

$MS $MCD $LOW $DIS

$3.1B

22 positions

#3Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$WM $MS $MCD $KO $LOW

$353M

78 positions

#4Westhampton Capital, LLCPassive

Notable overlap · 7 shared positions

$CMI $WM $KO $LOW $MCD $DIS

$214M

129 positions

#5RBO & CO LLCActive

Notable overlap · 4 shared positions

$MCD $WM $KO $DIS

$620M

57 positions

#6Rydar Equities, Inc.Passive

Notable overlap · 5 shared positions

$MS $WM $KO $MCD $CMI

$129M

92 positions

#7TOMPKINS FINANCIAL CORPPassive

Notable overlap · 4 shared positions

$LEN $MCD $WM $ISRG

$1.3B

565 positions

#8JGP Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MS $DGX $LOW $LEN

$961M

223 positions

#9Westchester Capital Management, Inc.Active

Notable overlap · 5 shared positions

$WM $MCD $DIS $LOW $KO

$497M

45 positions

#10Capital Investment Advisors, LLCActive

Some overlap · 4 shared positions

$MS $CMI $KO $LEN

$6.2B

693 positions

#11BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 6 shared positions

$WM $MCD $LEN $LOW $AOS $HSY

$2.3B

264 positions

#12Directional Asset ManagementPassive

Some overlap · 4 shared positions

$MS $WM $KO $NVO

$109M

90 positions

#13Powers Advisory Group, LLCActive

Some overlap · 4 shared positions

$MS $MCD $WM $KO

$284M

125 positions

#14Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$MS $CMI $MCD $LOW $KO

$1.2B

262 positions

#15TriaGen Wealth Management LLCPassive

Some overlap · 5 shared positions

$MS $MCD $DGX $DIS $COR

$366M

171 positions

#16Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$MCD $LEN $KO $CMI $PKG

$223M

109 positions

#17Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $WM $MCD $KO $LOW

$272M

95 positions

#18Signet Investment Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$WM $MCD $KO $ACN

$218M

69 positions

#19Integras Partners LLCPassive

Some overlap · 5 shared positions

$MCD $CMI $ACN $KO $MS

$152M

69 positions

#20Enhancing Capital LLCPassive

Some overlap · 5 shared positions

$CMI $WM $MCD $KO $DIS

$135M

86 positions

#21LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$MCD $WM $KO

$970M

154 positions

#22GERMAN AMERICAN BANCORP, INC.Active

Some overlap · 3 shared positions

$LEN $MS $KO

$1.2B

148 positions

#23CUMBERLAND ADVISORS INCActive

Some overlap · 4 shared positions

$LEN $CMI $DIS $KO

$255M

48 positions

#24ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 4 shared positions

$CMI $MCD $KO $WM

$493M

189 positions

#25Red Tortoise LLCPassive

Some overlap · 3 shared positions

$MS $LEN $HSY

$240M

591 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.