What hedge funds are most similar to Mendel Capital Management LLC?

The funds with the most similar 13F portfolios to Mendel Capital Management LLC are SPRING, Kesler, Norman & Wride, Columbus Macro, based on overlapping conviction holdings in the latest SEC filings.

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 Mendel

13F Portfolio OverlapQ2 2026Mendel portfolio →

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Most similar hedge funds by 13F overlap

Mendel Capital Management LLC is an institutional investor managing $222M across 99 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Mendel are SPRING, Kesler, Norman & Wride, Columbus Macro, with shared positions in $GWW, $KR, $ADP, $LHX, $QCOM, $VZ. The full ranking of 25 similar funds is below.

#1SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$GWW $KR $ADP $LHX $QCOM $VZ

$208M

56 positions

#2Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

$KR $PH $LHX $AMGN $BLK $LMT

$631M

271 positions

#3Columbus Macro, LLCPassive

Notable overlap · 8 shared positions

$PH $QCOM $GWW $AFL $LHX $LMT

$1.0B

208 positions

#4First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$PH $ADP $AMGN $QCOM $BLK $LMT

$1.4B

73 positions

#5PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$GWW $AFL $SYK $ADP $SPGI

$209M

54 positions

#6MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$GWW $AFL $ADP $LHX $BLK $AMGN

$857M

166 positions

#7JGP Wealth Management, LLCActive

Notable overlap · 5 shared positions

$GWW $AMGN $ADP $LHX $AFL

$1.1B

242 positions

#8Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$PH $LMT $SYK $BLK $AMGN $UNP

$856M

89 positions

#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$AMGN $AFL $QCOM $VZ $BLK

$203M

58 positions

#10Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$KR $LMT $QCOM $VZ $BLK $UNP

$455M

57 positions

#11Advanced Asset Management Advisors IncActive

Notable overlap · 5 shared positions

$GWW $KR $AMGN $QCOM $UNP

$387M

88 positions

#12GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 5 shared positions

$AMGN $AFL $GWW $QCOM $AXP

$906M

153 positions

#13Horrell Capital Management, Inc.Active

Notable overlap · 7 shared positions

$FDX $LHX $LMT $KR $UNP $SBUX

$189M

197 positions

#14TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 6 shared positions

$GWW $SYK $AMGN $AFL $BLK $UNP

$1.0B

1,024 positions

#15Aristotle Capital Management, LLCActive

Notable overlap · 4 shared positions

$PH $AMGN $QCOM $VZ

$47.7B

212 positions

#16Aurdan Capital Management, LLCActive

Notable overlap · 5 shared positions

$GWW $AMGN $ADP $AFL $KR

$394M

99 positions

#17Boit C F DavidPassive

Notable overlap · 7 shared positions

$ADP $SYK $QCOM $PH $LMT $UNP

$238M

85 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$AMGN $QCOM $LMT $ADP $TSN $SBUX

$1.2B

100 positions

#19Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$AFL $AMGN $ADP $QCOM $LMT

$111M

62 positions

#20DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$AMGN $AFL $SYK $LMT $SBUX

$121M

100 positions

#21Joseph Group Capital ManagementPassive

Notable overlap · 4 shared positions

$PH $AMGN $KR $PGR

$476M

387 positions

#22Cypress Capital, LLCActive

Notable overlap · 6 shared positions

$AMGN $LMT $KR $QCOM $UNP $SBUX

$377M

117 positions

#23Somerset Trust CoPassive

Notable overlap · 5 shared positions

$AMGN $AFL $LHX $ADP $BLK

$354M

186 positions

#24BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$SYK $AMGN $BLK $ADP $SPGI $SBUX

$346M

113 positions

#25Birch Capital Management, LLCPassive

Notable overlap · 4 shared positions

$GWW $AMGN $FDX $SPGI

$205M

79 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.