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Hedge Funds Similar to Papamarkou Wellner Asset

13F Portfolio OverlapQ1 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 $164M across 86 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 Papamarkou Wellner Asset are FAYEZ SAROFIM &, MORGAN DEMPSEY, HUTNER, with shared positions in $PM, $KO, $ASML, $MCD, $ISRG, $PGR. The full ranking of 25 similar funds is below.

#1FAYEZ SAROFIM & COActive
Notable overlap · 11 shared positions
$PM$KO$ASML$MCD$ISRG$PGR
$39.1B
294 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$KO$PM$MCD$CME$LMT$UNP
$220M
148 positions
#3HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$PM$KO$MCD$ABT$UNP$PGR
$243M
44 positions
#4RBO & CO LLCActive
Notable overlap · 5 shared positions
$PM$KO$MCD$ABT$LMT
$620M
57 positions
#5Carolina Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$KO$PM$GILD$MCD$LMT$UNP
$240M
278 positions
#6Blue Chip Partners, LLCActive
Notable overlap · 6 shared positions
$PM$ASML$ABT$ETN$ICE$MCD
$1.4B
170 positions
#7CORDA Investment Management, LLC.Active
Notable overlap · 5 shared positions
$KO$ASML$MCD$DE$CME
$1.4B
80 positions
#8GQG Partners LLCActive
Notable overlap · 4 shared positions
$PM$KO$PGR$CME
$63.1B
81 positions
#9O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 5 shared positions
$PM$KO$GILD$LMT$NEM
$124M
55 positions
#10Alley Investment Management Company, LLCActive
Notable overlap · 6 shared positions
$PM$ABT$CME$LMT$ETN$UNP
$821M
85 positions
#11Alpha Cubed Investments, LLC
Notable overlap · 8 shared positions
$ISRG$ICE$LMT$ASML$ETN$CME
$2.9B
299 positions
#12SageGuard Financial Group, LLCPassive
Notable overlap · 5 shared positions
$KO$PGR$MCD$LMT$MAR
$646M
196 positions
#13American Money Management, LLCActive
Notable overlap · 6 shared positions
$ASML$PM$MCD$MAR$ICE$UNP
$632M
168 positions
#14Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$PM$KO$MCD$ABT$PGR
$583M
140 positions
#15Tower View Wealth Management LLCPassive
Some overlap · 5 shared positions
$PM$MCD$ISRG$MAR$ETN
$195M
204 positions
#16Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$PM$KO$MCD$ABT
$245M
83 positions
#17ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$KO$PM$MCD$ABT$CME
$123M
101 positions
#18Elevate Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$KO$ASML$MCD$CME$DE$PM
$155M
72 positions
#19James Hambro & Partners LLPActive
Some overlap · 4 shared positions
$KO$PGR$ISRG$ICE
$2.6B
57 positions
#20BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$PM$MCD$KO$CME$LMT
$480M
133 positions
#21UNITED BANKActive
Some overlap · 7 shared positions
$MCD$ABT$CME$GILD$LMT$UBSI
$781M
121 positions
#22Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$PM$PGR$MCD$MAR
$624M
41 positions
#23BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$KO$ISRG$MCD$ABT
$134M
211 positions
#24WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 6 shared positions
$ASML$PGR$ABT$ICE$KO$CME
$2.1B
122 positions
#25Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$KO$MCD$ABT$LMT$UNP
$446M
104 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.