What hedge funds are most similar to Alley Investment Management Company, LLC?

The funds with the most similar 13F portfolios to Alley Investment Management Company, LLC are Miramar ,, MORGAN DEMPSEY, BENEDICT FINANCIAL ADVISORS, 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 Alley Investment Company,

13F Portfolio OverlapQ1 2026Alley Investment Company, portfolio →

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Most similar hedge funds by 13F overlap

Alley Investment Management Company, LLC is an institutional investor managing $821M across 85 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 Alley Investment Company, are Miramar ,, MORGAN DEMPSEY, BENEDICT FINANCIAL ADVISORS, with shared positions in $UNP, $PAYX, $LMT, $ABT, $HSY, $CME. The full ranking of 25 similar funds is below.

#1Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$UNP $PAYX $LMT $ABT $HSY $CME

$449M

56 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$PM $LMT $CME $UNP $DUK $SBUX

$220M

148 positions

#3BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$PM $CME $LMT $DUK $HSY $AMGN

$480M

133 positions

#4Brentview Investment Management LLCPassive

Notable overlap · 6 shared positions

$PM $UNP $PH $CME $MS $WEC

$231M

63 positions

#5LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 7 shared positions

$UNP $ABT $PAYX $INTU $SYK $AMGN

$260M

101 positions

#6TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 8 shared positions

$ETN $ABT $SYK $GE $PLD $COF

$200M

110 positions

#7Two Point Capital Management, Inc.Active

Notable overlap · 6 shared positions

$PAYX $ETN $PH $HSY $SYK $INTU

$229M

28 positions

#8First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$PM $PH $ABT $ETN $INTU $AMGN

$1.2B

70 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$LMT $UNP $DUK $SBUX $MS $ABT

$1.4B

56 positions

#10Willis Investment CounselActive

Notable overlap · 6 shared positions

$PAYX $LMT $HSY $ETN $DUK $VZ

$1.8B

123 positions

#11Hamlin Capital Management, LLCActive

Notable overlap · 5 shared positions

$PM $PAYX $CME $MS $SNA

$4.1B

30 positions

#12LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$PH $INTU $ABT $SYK $DHR $SBUX

$10.0B

560 positions

#13Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LMT $ABT $SBUX $DUK $MS $AMGN

$353M

78 positions

#14Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$ETN $PH $UNP $GE $ABT $DHR

$100M

54 positions

#15Pollock Investment Advisors, LLC

Notable overlap · 6 shared positions

$LMT $ABT $CME $HSY $SYK $WEC

$136M

40 positions

#16Boit C F DavidPassive

Notable overlap · 8 shared positions

$INTU $ABT $LMT $SYK $PH $DHR

$225M

117 positions

#17MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 10 shared positions

$PLD $PH $HSY $SNA $UNP $VZ

$295M

82 positions

#18Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$LMT $ABT $CME $DUK $MS $VZ

$139M

62 positions

#19GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$ETN $CME $PAYX $DUK $SYK $AMGN

$1.1B

389 positions

#20HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$UNP $INTU $DUK $AMGN $DHR $WEC

$407M

49 positions

#21HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$LMT $UNP $HSY $DUK $AMGN $VZ

$351M

81 positions

#22Nordwand Advisors, LLCPassive

Notable overlap · 6 shared positions

$ETN $UNP $AMP $MS $AMGN $ABT

$572M

150 positions

#23FAYEZ SAROFIM & COActive

Notable overlap · 6 shared positions

$PM $ETN $INTU $ABT $CME $MS

$39.1B

294 positions

#24CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$LMT $HSY $PAYX $SNA $SYK $WEC

$6.4B

290 positions

#25Measured Risk Portfolios, Inc.Passive

Notable overlap · 5 shared positions

$PM $PAYX $CME $DUK $VZ

$91M

66 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.