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 William Allan

13F Portfolio OverlapQ1 2026William Allan portfolio →

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Most similar hedge funds by 13F overlap

William Allan Corp is an institutional investor managing $169M across 59 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 William Allan are INKWELL, Dundas Partners LLP, Midway Research &, with shared positions in $SBUX, $SCHW, $HSY, $NKE, $DIS, $DPZ. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive

Notable overlap · 8 shared positions

$SBUX $SCHW $HSY $NKE $DIS $DPZ

$98M

31 positions

#2Dundas Partners LLPActive

Notable overlap · 5 shared positions

$AMAT $ADP $SYK $INTU $AXP

$1.3B

49 positions

#3Midway Capital Research & ManagementPassive

Notable overlap · 4 shared positions

$AMAT $DIS $SYK $AXP

$106M

117 positions

#4RIVERPARK CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$SCHW $AMAT $SBUX $DIS $NKE $INTU

$52M

36 positions

#5Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMAT $SCHW $UPS

$101M

307 positions

#6Cohen Capital Management, Inc.Active

Notable overlap · 4 shared positions

$AMAT $SCHW $SYK $MMM

$644M

154 positions

#7Glassy Mountain Advisors, Inc.Active

Notable overlap · 4 shared positions

$AMAT $HSY $GD $DIS

$322M

77 positions

#8Monte Financial Group, LLCPassive

Notable overlap · 5 shared positions

$ADP $HSY $DELL $UPS $SBUX

$282M

100 positions

#9TRUSTCO BANK CORP N YActive

Notable overlap · 4 shared positions

$AMAT $DIS $AXP $SO

$113M

71 positions

#10Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMAT $HSY $GD $UPS

$184M

32 positions

#11Maytus Capital Management, LLCPassive

Notable overlap · 3 shared positions

$AMAT $DELL $INTU

$562M

62 positions

#12CLOUGH CAPITAL PARTNERS L PActive

Notable overlap · 5 shared positions

$SCHW $DHI $UPS $GD $DELL

$1.0B

96 positions

#13Stanley Capital Management, LLCActive

Notable overlap · 5 shared positions

$AMAT $CPAY $INTU $AXP $MCO

$598M

40 positions

#14GRANDFIELD & DODD, LLCActive

Notable overlap · 4 shared positions

$AMAT $PAYX $DIS $SYK

$1.8B

209 positions

#15BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 5 shared positions

$HSY $GD $PAYX $NKE $ADP

$222M

34 positions

#16CLOVERFIELDS CAPITAL GROUP, LPPassive

Notable overlap · 6 shared positions

$OTIS $SCHW $ADP $NKE $CPAY $MCO

$309M

91 positions

#17Lincoln Capital LLCActive

Notable overlap · 8 shared positions

$SBUX $DIS $SCHW $OTIS $UPS $AXP

$528M

135 positions

#18Taylor Hoffman Capital Management LLCActive

Notable overlap · 5 shared positions

$AMAT $PAYX $MNST $FICO $MCO

$325M

116 positions

#19Pine Haven Investment Counsel, IncActive

Notable overlap · 5 shared positions

$SCHW $SBUX $AMAT $SYK $NKE

$136M

114 positions

#20Rench Wealth Management, Inc.Active

Notable overlap · 7 shared positions

$AMAT $PAYX $DPZ $INTU $UPS $DHI

$332M

62 positions

#21Buttonwood Financial Advisors Inc.Active

Notable overlap · 8 shared positions

$AMAT $SCHW $FICO $DIS $SBUX $AXP

$299M

108 positions

#22FORTERIS WEALTH MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$AMAT $NKE $UPS $MMM

$104M

68 positions

#23Hershey Financial Advisers, LLCPassive

Notable overlap · 4 shared positions

$AMAT $DELL $SCHW $HSY

$116M

80 positions

#24CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$SCHW $AMAT $HSY $DIS $NKE

$1.4B

80 positions

#25Hillman Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$NKE $DIS $WST $HSY $UPS $INTU

$144M

56 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.