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Hedge Funds Similar to Hummer Financial Advisory Services

13F Portfolio OverlapQ1 2026Hummer Financial Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

Hummer Financial Advisory Services Inc is an institutional investor managing $152M across 129 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 Hummer Financial Advisory Services are Fairman Group,, Winter & Associates,, Cincinnati Specialty Underwriters Insurance, with shared positions in $ACN, $PH, $MDY, $UPST, $MMM, $SNA. The full ranking of 25 similar funds is below.

#1Fairman Group, LLCActive
Notable overlap · 3 shared positions
$ACN$PH$MDY
$117M
326 positions
#2Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$MDY$UPST$MMM
$114M
84 positions
#3Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 8 shared positions
$ACN$SNA$RPM$WEC$ADP$MMM
$412M
46 positions
#4Birch Capital Management, LLCActive
Some overlap · 3 shared positions
$GWW$ACN$SNA
$191M
78 positions
#5DEARBORN PARTNERS LLCActive
Some overlap · 7 shared positions
$SNA$ACN$WEC$ADP$CTAS$MCD
$1.8B
269 positions
#6Eurizon SLJ Capital LtdPassive
Some overlap · 4 shared positions
$ACN$GWW$ADP$CTAS
$210M
167 positions
#7CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$SNA$ACN$RPM$ADP$MCD$MMM
$5.0B
55 positions
#8CINCINNATI INSURANCE COActive
Some overlap · 6 shared positions
$ACN$RPM$WEC$MMM$MCD$ABT
$6.6B
63 positions
#9MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$GWW$ACN$WEC$ADP$MCD$ABT
$835M
170 positions
#10ALBERT D MASON INCPassive
Some overlap · 5 shared positions
$GWW$SNA$ADP$PH$MCD
$154M
129 positions
#11Seilern Investment Management LtdActive
Some overlap · 3 shared positions
$ACN$ADSK$ADP
$838M
24 positions
#12THOMAS STORY & SON LLCPassive
Some overlap · 5 shared positions
$ACN$WEC$UPST$ABT$GWW
$261M
51 positions
#13Ascent Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MDY$ADP$CTAS$ABT
$860M
188 positions
#14LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$ACN$ADP$MCD$ABT
$260M
101 positions
#15Audent Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$MDY$ACN$MCD
$100M
51 positions
#16MONTAG A & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$MDY$UPST$PH$ABT
$2.2B
940 positions
#17ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$ABT
$228M
90 positions
#18jvl associates llcActive
Some overlap · 3 shared positions
$MDY$ACN$CTAS
$298M
63 positions
#19Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$ACN$SNA$MPC$ADP
$105M
62 positions
#20Dundas Partners LLPActive
Some overlap · 4 shared positions
$ACN$GWW$ADP$ABT
$1.3B
49 positions
#21PENINSULA ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$GWW$ADP$CTAS$ABT
$196M
53 positions
#22GFS Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$ACN$UPST$PH
$785M
159 positions
#23TSG Advice Partners, LLCActive
Some overlap · 3 shared positions
$MDY$MCD$ABT
$667M
135 positions
#24Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$ADP$MPC
$291M
245 positions
#25NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 4 shared positions
$ACN$RPM$MPC$ABT
$561M
76 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.