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Hedge Funds Similar to BUILDER INVESTMENT GROUP /ADV

13F Portfolio OverlapQ1 2026BUILDER INVESTMENT GROUP /ADV portfolio →
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Most similar hedge funds by 13F overlap

BUILDER INVESTMENT GROUP INC /ADV is an institutional investor managing $505M across 107 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 BUILDER INVESTMENT GROUP /ADV are O'Domhnaill Enterprises,, Canoe Financial, Stokes Advisors,, with shared positions in $PAAS, $BWXT, $LMT, $KO, $HII, $TJX. The full ranking of 25 similar funds is below.

#1O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 5 shared positions
$PAAS$BWXT$LMT$KO$HII
$124M
55 positions
#2Canoe Financial LPActive
Notable overlap · 6 shared positions
$LMT$TJX$SLB$RRC$HAL$TXN
$7.3B
112 positions
#3Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$TJX$LMT$KO$MRSH$TXN$UNP
$446M
104 positions
#4CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 5 shared positions
$BWXT$LMT$SLB$HAL$UPS
$1.0B
96 positions
#5Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Some overlap · 4 shared positions
$PAAS$EQX$SLB$HAL
$56M
38 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LMT$KO$TXN$UPS$CCI$UNP
$220M
148 positions
#7Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$LMT$KO$TJX$SLB
$200M
53 positions
#8LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$LMT$KO$TJX$UPS$TXN
$533M
126 positions
#9KEATING INVESTMENT COUNSELORS INCActive
Some overlap · 4 shared positions
$PAAS$LMT$SLB$UPS
$404M
59 positions
#10PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$BWXT$TJX$SLB
$384M
45 positions
#11Telemark Asset Management, LLCActive
Some overlap · 4 shared positions
$BWXT$SLB$HAL$TXN
$1.1B
53 positions
#12Deane Retirement Strategies, Inc.Passive
Some overlap · 5 shared positions
$HII$LMT$TXN$IAU$TJX
$249M
57 positions
#13MinichMacGregor Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TJX$SLB$LMT$IAU$HAL
$567M
136 positions
#14MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$PAAS$BWXT$HAL
$115M
98 positions
#15WEIK CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$TJX$LMT$KO
$251M
90 positions
#16Stillwater Wealth Management GroupPassive
Some overlap · 3 shared positions
$TJX$LMT$KO
$162M
77 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$TJX$LMT$KO
$353M
78 positions
#18BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TJX$SLB$TXN$NKE$UNP
$506M
75 positions
#19Old West Investment Management, LLCPassive
Some overlap · 4 shared positions
$LMT$RRC$SLB$UNP
$923M
123 positions
#20Financial Harvest, LLCActive
Some overlap · 5 shared positions
$LMT$KO$IAU$NKE$AFL
$170M
57 positions
#21CURIO WEALTH, LLCActive
Some overlap · 5 shared positions
$TJX$LMT$IAU$NKE$UNP
$293M
1,255 positions
#22Westerkirk Capital Inc.Active
Some overlap · 4 shared positions
$TJX$SLB$TXN$NKE
$929M
208 positions
#23Stack Financial Management, IncActive
Some overlap · 4 shared positions
$LMT$KO$UPS$CI
$1.4B
52 positions
#24Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$LMT$KO$UPS$CI
$139M
62 positions
#25Ipswich Investment Management Co., Inc.Passive
Some overlap · 4 shared positions
$TJX$MRSH$TXN$KO
$426M
185 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.