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Hedge Funds Similar to PATRON PARTNERS,

13F Portfolio OverlapQ1 2026PATRON PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

PATRON PARTNERS, LLC is an institutional investor managing $226M across 185 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 PATRON PARTNERS, are Aull & Monroe Investment, OLD POINT & FINANCIAL SERVICES N A, MOSELEY INVESTMENT, with shared positions in $AMGN, $GLW, $NEE, $LMT, $CMI, $ETN. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$AMGN$GLW$NEE$LMT$CMI$ETN
$215M
125 positions
#2OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$AMGN$NEE$PLTR$MAR$LMT$ETN
$311M
318 positions
#3MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 7 shared positions
$AMGN$NEE$PLTR$LMT$ETN$MAR
$314M
163 positions
#4UNITED BANKActive
Some overlap · 5 shared positions
$AMGN$GLW$MCD$LMT$CMI
$781M
121 positions
#5Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$AMGN$GLW$MCD$LMT$ETN
$184M
32 positions
#6Integras Partners LLCPassive
Some overlap · 6 shared positions
$AMGN$MCD$NEE$LMT$CMI$PWR
$152M
69 positions
#7CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$GLW$NEE$PLTR$GEV
$1.3B
118 positions
#8OMC Financial Services LTDActive
Some overlap · 6 shared positions
$GLW$MCD$MAR$LMT$AMGN$GEV
$258M
64 positions
#9FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$AMGN$MCD$NEE$LMT$ETN
$5.0B
201 positions
#10Hilton Head Capital Partners, LLCPassive
Some overlap · 6 shared positions
$GLW$AMGN$PLTR$LMT$MCD$PWR
$177M
989 positions
#11BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$AMGN$MCD$NEE$LMT$CMI
$380M
98 positions
#12HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$GLW$PLTR$MAR$NEE$ETN$GEV
$909M
112 positions
#13Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$AMGN$GWW$MCD$MAR
$624M
41 positions
#14MEYER HANDELMAN COActive
Some overlap · 5 shared positions
$AMGN$GLW$MCD$ETN$GEV
$3.2B
220 positions
#15BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$AMGN$GLW$MCD$LMT
$480M
133 positions
#16Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$AMGN$MCD$NEE$LMT$ETN
$218M
69 positions
#17New England Research & Management, Inc.Passive
Some overlap · 5 shared positions
$AMGN$MCD$NEE$PWR$GEV
$237M
143 positions
#18StrongBox Wealth, LLCPassive
Some overlap · 5 shared positions
$AMGN$NEE$ETN$JHG$PLTR
$313M
95 positions
#19KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$GLW$MCD$PLTR$NEE$GEV
$63M
69 positions
#20NAPLES GLOBAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$GLW$AMGN$MAR$NEE$LMT
$1.4B
441 positions
#21Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$AMGN$GWW$MCD$NEE
$172M
114 positions
#22Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$MCD$NEE$LMT
$673M
260 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$AMGN$GLW$LMT$ETN$PWR
$117M
106 positions
#24Financial Sense Advisors, Inc.Passive
Some overlap · 5 shared positions
$GLW$NEE$PLTR$AMGN$GEV
$493M
142 positions
#25First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$AMGN$MCD$NEE$ETN
$1.2B
70 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.