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Hedge Funds Similar to Mendel

13F Portfolio OverlapQ1 2026Mendel portfolio →
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Most similar hedge funds by 13F overlap

Mendel Capital Management LLC is an institutional investor managing $199M across 97 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 Mendel are Hamrick Investment Counsel,, Aurdan ,, Wolfstich ,, with shared positions in $HUM, $IBM, $AMGN, $SYK, $VZ, $NOW. The full ranking of 25 similar funds is below.

#1Hamrick Investment Counsel, llcPassive
Notable overlap · 6 shared positions
$HUM$IBM$AMGN$SYK$VZ$NOW
$180M
359 positions
#2Aurdan Capital Management, LLCActive
Notable overlap · 6 shared positions
$HUM$AMGN$GWW$ADP$AFL$KR
$333M
88 positions
#3Wolfstich Capital, LLCActive
Notable overlap · 4 shared positions
$HUM$IBM$VZ$ADP
$114M
45 positions
#4Plotkin Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$HUM$AGQ$IBM
$199M
100 positions
#5Financial Planning Hawaii, Inc.Passive
Notable overlap · 6 shared positions
$HUM$AMGN$LMT$VZ$KR$AFL
$170M
123 positions
#6M3 Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$HUM$LMT$SYK$PH
$130M
35 positions
#7FIDELITY D & D BANCORP INCActive
Notable overlap · 5 shared positions
$HUM$IBM$AGQ$ADP$LMT
$249M
107 positions
#8INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Notable overlap · 4 shared positions
$HUM$SYK$FDX$AMGN
$314M
130 positions
#9Gerald Baker Financial Group LLCPassive
Notable overlap · 3 shared positions
$HUM$AGQ$KR
$253M
107 positions
#10Jackson, Grant Investment Advisers, Inc.Active
Notable overlap · 4 shared positions
$HUM$AGQ$IBM$AMGN
$300M
398 positions
#11MJP ASSOCIATES INC /ADVPassive
Notable overlap · 3 shared positions
$HUM$AGQ$IBM
$824M
231 positions
#12Evergreen Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$AMGN$LMT
$194M
54 positions
#13Hapanowicz & Associates Financial Services, IncSmart money
Notable overlap · 4 shared positions
$HUM$LMT$VZ$FDX
$251M
31 positions
#14Goepper Burkhardt LLCActive
Notable overlap · 5 shared positions
$HUM$AFL$PH$AMGN$SYK
$299M
97 positions
#15Carr Financial Group CorpPassive
Notable overlap · 4 shared positions
$HUM$NOW$AMGN$PH
$379M
174 positions
#16Councilmark Asset Management, LLCActive
Notable overlap · 3 shared positions
$HUM$AMGN$VZ
$174M
85 positions
#17SPRENG CAPITAL MANAGEMENT, INC.Active
Notable overlap · 5 shared positions
$HUM$VZ$AGQ$AMGN$KR
$212M
66 positions
#18D.B. Root & Company, LLCActive
Notable overlap · 3 shared positions
$HUM$ADP$LMT
$419M
191 positions
#19CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Notable overlap · 3 shared positions
$HUM$IBM$LMT
$184M
66 positions
#20Allred Capital Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$AGQ$SYK
$275M
155 positions
#21Paragon Capital Management LtdActive
Notable overlap · 4 shared positions
$HUM$AGQ$IBM$AMGN
$476M
199 positions
#22Wingate Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$HUM$NOW$VZ
$187M
121 positions
#23Addison Advisors LLCPassive
Notable overlap · 3 shared positions
$HUM$SYK$IBM
$452M
980 positions
#24Frederick Financial Consultants, LLCPassive
Notable overlap · 4 shared positions
$HUM$AGQ$IBM$LMT
$201M
109 positions
#25Roof Eidam Maycock Peralta, LLCActive
Notable overlap · 3 shared positions
$HUM$NOW$KR
$436M
125 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.