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 OverlapQ1 2026Borer Denton & Associates, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Borer Denton & Associates, Inc. is an institutional investor managing $280M across 66 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 Borer Denton & Associates, are Walsky Investment ,, LETSON INVESTMENT ,, DLK Investment ,, with shared positions in $UNP, $HON, $ABT, $__PARK_1390777, $MCD, $ADP. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$UNP $HON $ABT $__PARK_1390777 $MCD $ADP

$98M

50 positions

#2LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 8 shared positions

$ABT $UNP $BAC $MCD $ITW $PAYX

$260M

101 positions

#3DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$HON $ITW $ABT $BDX $MCD $MKC

$253M

92 positions

#4Brookmont Capital ManagementActive

Notable overlap · 6 shared positions

$HON $ABT $BAC $ADI $MCD $UPS

$179M

59 positions

#5Ironvine Capital Partners, LLCActive

Notable overlap · 6 shared positions

$AON $UNP $ADI $HON $BAC $ABT

$910M

56 positions

#6DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AON $ABT $BAC $UNP $AIG

$16.0B

187 positions

#7HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$ITW $HON $UNP $__PARK_1390777 $MCD $ADP

$351M

81 positions

#8PATRICK M SWEENEY & ASSOCIATES, INCPassive

Notable overlap · 6 shared positions

$BAC $ABT $UNP $CVS $HON $MCD

$156M

164 positions

#9Live Oak Private Wealth LLCPassive

Notable overlap · 6 shared positions

$BAC $HON $ADI $ABT $AON $UPS

$717M

207 positions

#10Phraction Management LLCActive

Notable overlap · 4 shared positions

$BAC $HON $BDX $ADI

$483M

65 positions

#11Kimelman & Baird, LLCActive

Notable overlap · 5 shared positions

$BAC $HON $UNP $MCD $NEE

$1.2B

263 positions

#12Boit C F DavidPassive

Notable overlap · 7 shared positions

$BAC $ABT $ADI $MCD $CHD $UNP

$225M

117 positions

#13Somerset Trust CoPassive

Notable overlap · 8 shared positions

$ITW $ABT $ADI $MCD $PAYX $ADP

$326M

174 positions

#14Silver Lake Advisory, LLCPassive

Notable overlap · 6 shared positions

$ABT $BDX $CHD $MCD $PAYX $ADP

$252M

103 positions

#15Tandem Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$ABT $BDX $CHD $MCD $ADP $NEE

$2.0B

83 positions

#16COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 5 shared positions

$ITW $ABT $CVS $ADP $BDX

$537M

47 positions

#17EVERETT HARRIS & CO /CA/Active

Notable overlap · 7 shared positions

$BAC $ABT $MCD $BDX $NVO $UNP

$7.8B

323 positions

#18MCDANIEL TERRY & COActive

Some overlap · 5 shared positions

$ITW $HON $ADP $APD $MKC

$1.2B

81 positions

#19iSAM Funds (UK) LtdPassive

Some overlap · 8 shared positions

$__PARK_1390777 $BAC $ADI $CHD $AIG $ITW

$203M

291 positions

#20Miramar Capital, LLCPassive

Some overlap · 4 shared positions

$UNP $ABT $MCD $PAYX

$449M

56 positions

#21M. Kraus & CoActive

Some overlap · 5 shared positions

$ITW $ABT $CHD $BDX $NEE

$343M

81 positions

#22WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 5 shared positions

$ABT $HON $CHD $ADP $NEE

$2.1B

122 positions

#23Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$ITW $ADI $MCD $UPS $APD

$184M

32 positions

#24Estabrook Capital ManagementPassive

Some overlap · 5 shared positions

$HON $BAC $UNP $__PARK_1390777 $NEE

$685M

380 positions

#25OmniStar Financial Group, Inc.Passive

Some overlap · 5 shared positions

$BAC $HON $__PARK_1390777 $UPS $AIG

$193M

108 positions

Compare Borer Denton & Associates,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Borer Denton & Associates,’s holdings

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.