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Hedge Funds Similar to Holland Advisory Services,

13F Portfolio OverlapQ1 2026Holland Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

Holland Advisory Services, Inc. is an institutional investor managing $91M across 49 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 Holland Advisory Services, are Carolina Wealth Advisors,, Slagle Financial,, BENEDICT FINANCIAL ADVISORS, with shared positions in $PM, $MCD, $AMGN, $MO, $IBM, $CCZ. The full ranking of 25 similar funds is below.

#1Carolina Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$PM$MCD$AMGN$MO$IBM$CCZ
$240M
278 positions
#2Slagle Financial, LLCPassive
Some overlap · 7 shared positions
$PM$AMGN$MO$DELL$IBM$SO
$303M
121 positions
#3BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$PM$MCD$AMGN$MO$TRV
$480M
133 positions
#4ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$PM$FBTC$MCD$MMM
$123M
101 positions
#5Kennon-Green & Company, LLCActive
Some overlap · 5 shared positions
$PM$MCD$MO$MDLZ$DIS
$122M
39 positions
#6RBO & CO LLCActive
Some overlap · 5 shared positions
$PM$MCD$MO$MDLZ$DIS
$620M
57 positions
#7CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$PM$MCD$MDLZ$PNW$MMM$CCZ
$5.0B
55 positions
#8DCM Advisors, LLCActive
Some overlap · 6 shared positions
$PM$MCD$DELL$DIS$BAC$CCZ
$220M
38 positions
#9R.H. Investment Group, LLCPassive
Some overlap · 6 shared positions
$PM$MCD$AMGN$TRV$SNOW$SO
$130M
45 positions
#10Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$PM$MCD$AMGN$HUM$IBM$SO
$354M
164 positions
#11InvesTrustPassive
Some overlap · 6 shared positions
$PM$MCD$SNOW$IBM$DIS$MMM
$238M
91 positions
#12Range Financial Group LLCPassive
Some overlap · 4 shared positions
$PM$MCD$AMGN$MO
$298M
190 positions
#13Councilmark Asset Management, LLCActive
Some overlap · 6 shared positions
$PM$AMGN$MDLZ$HUM$DIS$BAC
$174M
85 positions
#14Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$PM$MCD$AMGN$IBM$TRV
$78M
111 positions
#15Keystone Financial Planning, Inc.Smart money
Some overlap · 7 shared positions
$PM$MCD$MO$IBM$PNW$BAC
$374M
40 positions
#16First County Bank /CT/Passive
Some overlap · 5 shared positions
$PM$MCD$AMGN$SNOW$IBM
$213M
169 positions
#17MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 5 shared positions
$PM$MO$MDLZ$MCD$UNIT
$114M
77 positions
#18Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PM$MCD$AMGN$MO
$177M
989 positions
#19BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$PM$MCD$DELL$IBM$DIS
$1.6B
435 positions
#20Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$PM$MCD$MO$IBM
$245M
83 positions
#21CFC Planning Co LLCPassive
Some overlap · 5 shared positions
$PM$AMGN$MO$IBM$DIS
$140M
72 positions
#22Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$PM$MCD$AMGN$DIS
$624M
41 positions
#23Gerald Baker Financial Group LLCPassive
Some overlap · 4 shared positions
$PM$MCD$MO$HUM
$253M
107 positions
#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$MCD$IBM$SO$RIO
$220M
148 positions
#25Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$PM$MCD$MO$IBM$MMM
$227M
113 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.