What hedge funds are most similar to Borer Denton & Associates, Inc.?

The funds with the most similar 13F portfolios to Borer Denton & Associates, Inc. are Walsky Investment, HAMEL ASSOCIATES, DLK Investment, 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 Borer Denton & Associates

13F Portfolio OverlapQ2 2026Borer Denton & Associates portfolio →

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Most similar hedge funds by 13F overlap

Borer Denton & Associates, Inc. is an institutional investor managing $305M across 74 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 Borer Denton & Associates are Walsky Investment, HAMEL ASSOCIATES, DLK Investment, with shared positions in $UNP, $ABT, $BNY, $HON, $HONA, $MCD. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Notable overlap · 10 shared positions

$UNP $ABT $BNY $HON $HONA $MCD

$108M

52 positions

#2HAMEL ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$ITW $UNP $BNY $MCD $HON $HONA

$363M

92 positions

#3DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$PEP $ITW $ABT $BDX $MCD $QCOM

$235M

96 positions

#4Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$UNP $PEP $ABT $MCD $QCOM $PAYX

$455M

57 positions

#5LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$PEP $ABT $UNP $MCD $ITW $PAYX

$273M

104 positions

#6Ironvine Capital Partners, LLCActive

Notable overlap · 5 shared positions

$AON $UNP $ADI $HONA $HON

$1.1B

57 positions

#7Michael Brady & Co., LLCActive

Notable overlap · 8 shared positions

$UNP $PEP $ABT $MCD $ADI $HON

$113M

58 positions

#8Wilson & Boucher Capital Management, LLC

Notable overlap · 7 shared positions

$PEP $ITW $ABT $HON $NVO $UNP

$170M

121 positions

#9HENDLEY & CO INCActive

Notable overlap · 5 shared positions

$UNP $ABT $PEP $HON $HONA

$283M

47 positions

#10SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 7 shared positions

$PEP $ITW $UNP $MCD $NVO $APD

$1.8B

176 positions

#11HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$UNP $PEP $ABT $MCD $HON $HONA

$321M

107 positions

#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$AON $PEP $ADI $MCD $ITW $ADP

$390M

103 positions

#13COTTONWOOD CAPITAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$UNP $PEP $ITW $MCD

$166M

88 positions

#14COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 5 shared positions

$ITW $PEP $ABT $ADP $BDX

$543M

43 positions

#15Shelter Mutual Insurance CoActive

Notable overlap · 4 shared positions

$ITW $UNP $PEP $QCOM

$473M

58 positions

#16Peoples Bank/KSPassive

Notable overlap · 7 shared positions

$PEP $BNY $ADI $MCD $CVS $HON

$103M

98 positions

#17Brookmont Capital ManagementActive

Notable overlap · 7 shared positions

$ABT $ADI $HON $HONA $MCD $PEP

$186M

61 positions

#18SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$UNP $PEP $ADI $MCD $ITW $ABT

$643M

215 positions

#19Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 7 shared positions

$ITW $PEP $ABT $BDX $APD $ADP

$562M

84 positions

#20Somerset Trust CoPassive

Notable overlap · 8 shared positions

$ITW $ADI $ABT $MCD $PEP $PAYX

$354M

186 positions

#21Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$UNP $ABT $PEP $ADI $MKC $ADP

$116M

240 positions

#22HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$PEP $ABT $ADI $UNP $MCD $UPS

$252M

43 positions

#23ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$PEP $ABT $ADI $MCD $ADP

$878M

73 positions

#24Saraza Management, LPActive

Notable overlap · 3 shared positions

$AON $UNP $ADI

$251M

19 positions

#25M. Kraus & CoPassive

Notable overlap · 4 shared positions

$ITW $PEP $ABT $CHD

$377M

86 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.