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Hedge Funds Similar to PATRICK M SWEENEY & ASSOCIATES,

13F Portfolio OverlapQ1 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 $156M across 164 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 PATRICK M SWEENEY & ASSOCIATES, are DMKC Advisory Services,, Borer Denton & Associates,, DIAMOND HILL, with shared positions in $BAC, $ABT, $PFE, $ETN, $DE, $CMI. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCPassive
Notable overlap · 7 shared positions
$BAC$ABT$PFE$ETN$DE$CMI
$240M
84 positions
#2Borer Denton & Associates, Inc.Active
Notable overlap · 6 shared positions
$BAC$ABT$UNP$CVS$HON$MCD
$280M
66 positions
#3DIAMOND HILL CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$ABT$BAC$WM$PFE$UNP$DE
$16.0B
187 positions
#4EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$PFE$CVS$BAC$ABT$UNP$SCHW
$1.4B
56 positions
#5BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Notable overlap · 7 shared positions
$BAC$ABT$WM$SCHW$DE$HON
$2.3B
264 positions
#6LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$ABT$BAC$UNP$MCD
$260M
101 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 7 shared positions
$PFE$WM$CVS$CSX$ETN$HON
$218M
69 positions
#8RE ADVISERS CORPActive
Some overlap · 7 shared positions
$BAC$ABT$CSX$ETN$DE$HON
$3.7B
111 positions
#9DCM Advisors, LLCActive
Some overlap · 5 shared positions
$BAC$CVS$CSX$MCD$PFE
$220M
38 positions
#10Allied Investment Advisors, LLCActive
Some overlap · 5 shared positions
$BAC$PFE$ABT$DE$FDX
$697M
100 positions
#11Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$BAC$ABT$PFE
$232M
44 positions
#12COERENTE CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$ABT$PFE$CVS
$537M
47 positions
#13BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 4 shared positions
$BAC$PFE$WM$MCD
$176M
78 positions
#14Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$BAC$PFE$SCHW$DE$FDX$AMAT
$588M
337 positions
#15Persium Advisors, LLCActive
Some overlap · 6 shared positions
$PFE$ABT$UNP$HON$MCD$AMAT
$127M
60 positions
#16ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active
Some overlap · 6 shared positions
$BAC$CSX$DE$WM$VLO$MCD
$168M
59 positions
#17Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$WM$BAC$CSX$UNP$ETN$DE
$215M
125 positions
#18Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$BAC$WM$UNP$HON$MCD
$1.2B
263 positions
#19VILLERE ST DENIS J & CO LLCActive
Some overlap · 3 shared positions
$ABT$BAC$PFE
$907M
76 positions
#20TRED AVON FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$BAC$ABT$ETN$MCD$PFE
$301M
261 positions
#21Xcel Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BAC$PFE$ABT$FDX
$362M
133 positions
#22Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$ABT$BAC$WM$HON$MCD
$179M
59 positions
#23WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$BAC$ABT$WM
$1.9B
188 positions
#24R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BAC$PFE$ABT$FDX
$172M
38 positions
#25Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$BAC$PFE$VLO$MCD$CMI
$223M
109 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.