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Hedge Funds Similar to Valley Brook Group,

13F Portfolio OverlapQ1 2026Valley Brook Group, portfolio →
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Most similar hedge funds by 13F overlap

Valley Brook Capital Group, Inc. is an institutional investor managing $149M across 112 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 Valley Brook Group, are Kentucky Farm Bureau Mutual Insurance, BNC WEALTH ,, Walsky Investment ,, with shared positions in $UNP, $TJX, $TMO, $AMGN, $MPC, $LMT. The full ranking of 25 similar funds is below.

#1Kentucky Farm Bureau Mutual Insurance CoActive
Notable overlap · 9 shared positions
$UNP$TJX$TMO$AMGN$MPC$LMT
$329M
65 positions
#2BNC WEALTH MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$PNC$TJX$DE$GE$KLAC$UNP
$360M
106 positions
#3Walsky Investment Management, Inc.Passive
Notable overlap · 7 shared positions
$UNP$PNC$MCD$AMGN$LRCX$ABT
$98M
50 positions
#4Vivid Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$DE$TJX$PNC$KLAC$GE$UNP
$247M
66 positions
#5Miller Capital Partners, Inc.Passive
Some overlap · 7 shared positions
$DE$MCD$LRCX$KLAC$MPC$ASML
$208M
262 positions
#6NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 7 shared positions
$UNP$TMO$MCD$TJX$ASML$DE
$2.4B
189 positions
#7HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$UNP$MCD$PNC$ITW$AMGN$LMT
$351M
81 positions
#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$DE$TJX$TMO$AMGN$ASML$NEE
$7.8B
1,278 positions
#9Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$DE$PNC$GE$UNP$KLAC
$946M
216 positions
#10Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$DE$PNC$MCD$AMGN$LMT$ABT
$170M
82 positions
#11Atlas Wealth LLCPassive
Some overlap · 7 shared positions
$PNC$MCD$AMGN$LRCX$LMT$NEE
$334M
115 positions
#12HM PAYSON & COPassive
Some overlap · 7 shared positions
$TJX$TMO$LRCX$ASML$MPC$MCD
$6.9B
1,124 positions
#13WHALEROCK POINT PARTNERS, LLCActive
Some overlap · 7 shared positions
$TJX$MCD$UNP$TMO$LMT$NEE
$518M
197 positions
#14BCV Asset Management Inc.Active
Some overlap · 5 shared positions
$UNP$DE$ASML$TJX$NEE
$2.9B
120 positions
#15Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$UNP$DE$TJX$AMGN$MCD
$1.3B
60 positions
#16Harrington Investments, INCPassive
Some overlap · 6 shared positions
$TJX$DE$TMO$ITW$AMGN$ASML
$190M
84 positions
#17Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$DE$ITW$AMGN$LMT$UNP$NEE
$215M
125 positions
#18Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$TJX$UNP$LMT$NEE$ABT
$446M
104 positions
#19Smith, Salley & AssociatesPassive
Some overlap · 7 shared positions
$TJX$TMO$ASML$UNP$NEE$PNC
$2.0B
267 positions
#20CAPITAL CITY TRUST CO/FLActive
Some overlap · 7 shared positions
$UNP$TMO$MPC$LMT$NEE$TJX
$437M
114 positions
#21STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 7 shared positions
$DE$KLAC$ITW$ASML$GE$AMGN
$126.9B
113 positions
#22CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$DE$MCD$TJX$TMO$NEE
$739M
164 positions
#23Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$UNP$DE$TJX$AMGN
$752M
61 positions
#24Palisade Asset Management, LLCActive
Some overlap · 5 shared positions
$DE$MCD$TJX$AMGN$ABT
$996M
195 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$MCD$TJX$TMO$AMGN$LMT$ABT
$353M
78 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.