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 Walsky Investment

13F Portfolio OverlapQ2 2026Walsky Investment portfolio →

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Most similar hedge funds by 13F overlap

Walsky Investment Management, Inc. is an institutional investor managing $108M across 52 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 Walsky Investment are HAMEL ASSOCIATES, MATRIX ASSET ADVISORS, First Fiduciary Investment Counsel, with shared positions in $BNY, $UNP, $MCD, $PNC, $NVS, $AMGN. The full ranking of 25 similar funds is below.

#1HAMEL ASSOCIATES, INC.Passive

Notable overlap · 11 shared positions

$BNY $UNP $MCD $PNC $NVS $AMGN

$363M

92 positions

#2MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 11 shared positions

$PNC $TXN $BNY $AMGN $LOW $PEP

$1.2B

106 positions

#3First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 10 shared positions

$TXN $UNP $MCD $SO $NVS $AMGN

$529M

75 positions

#4Welch Group, LLCPassive

Notable overlap · 9 shared positions

$TXN $SO $MCD $CL $EMR $PEP

$2.9B

326 positions

#5First PREMIER BankPassive

Notable overlap · 8 shared positions

$UNP $SO $MCD $AMGN $EMR $PEP

$619M

358 positions

#6Borer Denton & Associates, Inc.Passive

Notable overlap · 10 shared positions

$UNP $ABT $BNY $HON $HONA $MCD

$305M

74 positions

#7DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 9 shared positions

$BNY $SPGI $ETN $EMR $LOW $HON

$1.2B

599 positions

#8CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$TXN $STT $ETN $EMR $LOW $PEP

$1.3B

99 positions

#9Financial & Tax Architects, LLCPassive

Notable overlap · 9 shared positions

$MCD $SPGI $ABT $EMR $LOW $PEP

$474M

110 positions

#10Michael Brady & Co., LLCActive

Notable overlap · 10 shared positions

$UNP $ETN $EMR $PEP $ABT $MCD

$113M

58 positions

#11BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 10 shared positions

$TXN $ABT $AMGN $LOW $APD $PEP

$346M

113 positions

#12HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 10 shared positions

$UNP $MCD $STT $ABT $PEP $EMR

$321M

107 positions

#13Socorro Asset Management LPActive

Notable overlap · 5 shared positions

$TXN $APD $PNC $SPGI $NEE

$223M

33 positions

#14OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$TXN $SO $ETN $MCD $EMR $PEP

$2.7B

54 positions

#15Haverford Financial Services, Inc.Active

Notable overlap · 9 shared positions

$TXN $ETN $SPGI $LOW $HON $HONA

$339M

49 positions

#16Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$TXN $MCD $UNP $PEP $QCOM $SHW

$467M

118 positions

#17Haverford Trust CoActive

Notable overlap · 10 shared positions

$ETN $SPGI $LOW $HONA $PEP $HON

$11.6B

424 positions

#18Banco de Sabadell, S.APassive

Notable overlap · 9 shared positions

$ETN $TXN $MCD $AMGN $APD $UNP

$170M

61 positions

#19BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 9 shared positions

$PNC $MCD $EMR $LOW $ABT $QCOM

$2.5B

270 positions

#20COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 9 shared positions

$STT $ETN $PNC $AMGN $QCOM $EMR

$414M

164 positions

#21EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$SO $TXN $UNP $AMGN $PEP $ABT

$1.3B

58 positions

#22Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$TXN $SO $MCD $PEP $NEE

$497M

948 positions

#23GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$STT $PNC $ETN $NVS $AMGN $PEP

$1.2B

383 positions

#24PINKERTON WEALTH, LLCActive

Notable overlap · 9 shared positions

$SO $TXN $MCD $AMGN $ABT $PEP

$1.2B

103 positions

#25St. Louis Trust CoActive

Notable overlap · 6 shared positions

$SO $CL $TXN $EMR $PEP $ABT

$875M

125 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.