What hedge funds are most similar to Pollock Investment Advisors, LLC?

The funds with the most similar 13F portfolios to Pollock Investment Advisors, LLC are JLB & ASSOCIATES, WELCH & FORBES, Alley Investment Company,, 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 Pollock Investment Advisors,

13F Portfolio OverlapQ4 2025Pollock Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Pollock Investment Advisors, LLC is an institutional investor managing $136M across 40 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Pollock Investment Advisors, are JLB & ASSOCIATES, WELCH & FORBES, Alley Investment Company,, with shared positions in $TJX, $ORLY, $ROST, $SYK, $HSY, $EXPD. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive

Notable overlap · 6 shared positions

$TJX $ORLY $ROST $SYK $HSY $EXPD

$696M

70 positions

#2WELCH & FORBES LLCActive

Notable overlap · 6 shared positions

$ORLY $TJX $ECL $SYK $ABT $MDY

$7.7B

368 positions

#3Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

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

$821M

85 positions

#4Bath Savings Trust CoActive

Notable overlap · 6 shared positions

$TJX $ABT $ECL $SYK $LMT $MKC

$936M

168 positions

#5THOMAS STORY & SON LLCPassive

Notable overlap · 5 shared positions

$ORLY $ABT $TSCO $WEC $GWW

$261M

51 positions

#6Union Heritage Capital, LLCPassive

Notable overlap · 6 shared positions

$LMT $ORLY $SYK $TJX $EXPD $MKC

$269M

62 positions

#7MARSHFIELD ASSOCIATESActive

Notable overlap · 4 shared positions

$TJX $ORLY $ROST $EXPD

$5.0B

17 positions

#8Sierra Legacy GroupPassive

Notable overlap · 4 shared positions

$TJX $LMT $ROST $HSY

$131M

77 positions

#9Palisade Asset Management, LLCActive

Notable overlap · 6 shared positions

$ABT $TJX $ECL $SYK $HSY $TSCO

$996M

195 positions

#10DEARBORN PARTNERS LLCActive

Notable overlap · 6 shared positions

$CME $WEC $SYK $TSCO $ABT $ECL

$1.8B

269 positions

#11McBroom & Associates, LLCActive

Notable overlap · 3 shared positions

$TJX $ORLY $TSCO

$180M

36 positions

#12Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$LMT $CME $ABT $HSY $MDY

$449M

56 positions

#13Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$TJX $LMT $SYK $ABT

$446M

104 positions

#14HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$TJX $ORLY $ECL $SYK

$2.5B

262 positions

#15WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 4 shared positions

$TJX $LMT $CME $BA

$1.2B

69 positions

#16CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$LMT $WEC $HSY $TJX $SYK

$6.4B

283 positions

#17Tandem Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$ABT $BDX $SYK $WEC $EXPD $ORLY

$2.0B

83 positions

#18Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$TJX $ORLY $ABT $MNST

$1.4B

170 positions

#19Canoe Financial LPActive

Some overlap · 4 shared positions

$LMT $CME $TJX $ROST

$7.3B

112 positions

#20HALL LAURIE J TRUSTEEPassive

Some overlap · 4 shared positions

$TJX $ABT $SYK $MKC

$283M

104 positions

#21Private Harbour Investment Management & Counsel, LLCActive

Some overlap · 6 shared positions

$TJX $ABT $SYK $WEC $BDX $WCC

$91M

36 positions

#22Marble Harbor Investment Counsel, LLCActive

Some overlap · 4 shared positions

$ORLY $ABT $ECL $SYK

$923M

192 positions

#23Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$CME $HSY $ORLY $ECL $TJX $ROST

$168M

136 positions

#24ICW Investment Advisors LLCPassive

Some overlap · 5 shared positions

$ORLY $TJX $ROST $LMT $ABT

$277M

147 positions

#25WEIK CAPITAL MANAGEMENTActive

Some overlap · 3 shared positions

$TJX $ORLY $LMT

$251M

90 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.