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Hedge Funds Similar to PATRICK M SWEENEY & ASSOCIATES

13F Portfolio OverlapQ3 2026PATRICK M SWEENEY & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

PATRICK M SWEENEY & ASSOCIATES, INC is an institutional investor managing $177M across 177 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PATRICK M SWEENEY & ASSOCIATES are DMKC Advisory Services, SECTOR GAMMA AS, EDGAR LOMAX, with shared positions in $ABT, $PFE, $ETN, $CMI, $DE, $BA. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$ABT$PFE$ETN$CMI$DE$BA
$530M
92 positions
#2SECTOR GAMMA ASActive
Some overlap · 3 shared positions
$ABT$CVS$PFE
$461M
40 positions
#3EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$CVS$PFE$ABT$UNP$SCHW
$1.3B
58 positions
#4BCU Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$ABT$CVS$BX
$309M
64 positions
#5Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$PFE$CVS$WM$CSX$ETN
$227M
73 positions
#6DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$ABT$WM$UNP$DE
$12.5B
186 positions
#7Neumann Capital Management, LLCActive
Some overlap · 5 shared positions
$CVS$PFE$UNP$CMI$SCHW
$391M
105 positions
#8Tarbox Group, Inc.Smart money
Some overlap · 4 shared positions
$ABT$PFE$DE$BA
$711M
100 positions
#9LOCUST WOOD CAPITAL ADVISERS, LLCActive
Some overlap · 3 shared positions
$ABT$WM$CSX
$4.1B
33 positions
#10ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ABT$DE$BA$CMI
$878M
73 positions
#11North Forty Two & Co.Passive
Some overlap · 6 shared positions
$CVS$CSX$ABT$UNP$CMI$VLO
$121M
106 positions
#12TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 6 shared positions
$CVS$ABT$WM$ETN$SCHW$BA
$226M
113 positions
#13Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$WM$CSX$ETN$UNP$CMI$DE
$231M
125 positions
#14VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 5 shared positions
$CVS$PFE$BX$VLO$UNP
$213M
61 positions
#15Nordwand Advisors, LLCPassive
Some overlap · 6 shared positions
$WM$ETN$UNP$ABT$CMI$URI
$652M
146 positions
#16Sage Investment Advisers LLCPassive
Some overlap · 6 shared positions
$WM$CSX$ETN$UNP$DE$BA
$154M
96 positions
#17DCM Advisors, LLCActive
Some overlap · 4 shared positions
$CVS$PFE$CSX$BA
$253M
38 positions
#18INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$ABT$DE$PFE
$880M
188 positions
#19Cohen Capital Management, Inc.Active
Some overlap · 5 shared positions
$CVS$CSX$DE$SCHW$UNP
$717M
154 positions
#20Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$WM$ABT$CSX$ETN$UNP
$110M
55 positions
#21WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$CVS$CMI$DE$BA$ETN$WM
$1.3B
73 positions
#22MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 5 shared positions
$WM$ABT$BX$ETN$UNP
$1.9B
265 positions
#23DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$ABT$WM$DE$SCHW
$275M
99 positions
#24ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ABT$CMI$SCHW
$248M
96 positions
#25MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 6 shared positions
$WM$BX$SCHW$URI$VLO$BA
$546M
119 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.