What hedge funds are most similar to Papamarkou Wellner Asset Management inc.?

The funds with the most similar 13F portfolios to Papamarkou Wellner Asset Management inc. are FAYEZ SAROFIM, American Money, 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 Papamarkou Wellner Asset

13F Portfolio OverlapQ2 2026Papamarkou Wellner Asset portfolio →

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Most similar hedge funds by 13F overlap

Papamarkou Wellner Asset Management inc. is an institutional investor managing $159M across 75 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 Papamarkou Wellner Asset are FAYEZ SAROFIM, American Money, Alley Investment Company, with shared positions in $PM, $ASML, $MCD, $SPGI, $BLK, $ETN. The full ranking of 25 similar funds is below.

#1FAYEZ SAROFIM & COActive

Notable overlap · 13 shared positions

$PM $ASML $MCD $SPGI $BLK $ETN

$42.5B

300 positions

#2American Money Management, LLCPassive

Notable overlap · 8 shared positions

$PM $ASML $SPGI $MCD $BLK $MAR

$700M

174 positions

#3Alley Investment Management Company, LLCActive

Notable overlap · 8 shared positions

$PM $ASML $BLK $ABT $CME $LMT

$856M

89 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$PM $MCD $BLK $MAR $LMT $BX

$529M

75 positions

#5Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$PM $ASML $BLK $ABT $ETN $ICE

$1.6B

184 positions

#6OPAL CAPITAL LLCPassive

Notable overlap · 6 shared positions

$PM $ASML $CME $ABT $UNP $MO

$560M

136 positions

#7Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ASML $MCD $BLK $ETN $CME $UNP

$170M

61 positions

#8ClearAlpha Technologies LPPassive

Notable overlap · 6 shared positions

$ASML $SPGI $GILD $BLK $CME $ABT

$58M

79 positions

#9CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 6 shared positions

$PM $ASML $MAR $MCD $DE $UNP

$116M

77 positions

#10TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$PM $ASML $ABT $CME $UNP $MO

$798M

187 positions

#11Canal Capital Management, LLCPassive

Some overlap · 6 shared positions

$PM $ASML $BX $UNP $ETN $MO

$819M

220 positions

#12UNITED BANKActive

Some overlap · 7 shared positions

$MCD $BLK $ABT $GILD $LMT $CME

$853M

130 positions

#13NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$ASML $ISRG $DE $MCD $UNP $BX

$2.7B

200 positions

#14HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$PM $MCD $ABT $UNP $MO $PGR

$252M

43 positions

#15First Long Island Investors, LLCActive

Some overlap · 6 shared positions

$PM $BLK $ABT $ETN $MCD $LMT

$1.4B

73 positions

#16BOWEN HANES & CO INCActive

Some overlap · 6 shared positions

$ISRG $ASML $DE $ETN $BX $UNP

$4.1B

151 positions

#17Destination Wealth ManagementPassive

Some overlap · 6 shared positions

$ASML $ABT $MCD $ICE $BX $ISRG

$4.3B

344 positions

#18Miramar Capital, LLCPassive

Some overlap · 6 shared positions

$MCD $BLK $ABT $CME $LMT $UNP

$455M

57 positions

#19RBO & CO LLCActive

Some overlap · 5 shared positions

$PM $MCD $ABT $LMT $MO

$628M

56 positions

#20PITTENGER & ANDERSON INCPassive

Some overlap · 6 shared positions

$ASML $BLK $PM $ISRG $ETN $SPGI

$2.8B

507 positions

#21WEDGEWOOD INVESTORS INC /PA/Passive

Some overlap · 6 shared positions

$PM $DE $ETN $UNP $MAR $MO

$97M

110 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$PM $MCD $CME $LMT $UNP

$233M

122 positions

#23Advocacy Wealth Management, LLCActive

Some overlap · 5 shared positions

$ASML $SPGI $ABT $ETN $ICE

$2.8B

151 positions

#24MFA Wealth ServicesPassive

Some overlap · 6 shared positions

$ASML $GILD $ETN $MCD $BX $UNP

$167M

134 positions

#25FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$MCD $BLK $LMT $ETN $BX $UNP

$5.3B

210 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.