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Hedge Funds Similar to MOUNT VERNON ASSOCIATES

13F Portfolio OverlapQ2 2026MOUNT VERNON ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

MOUNT VERNON ASSOCIATES INC /MD/ is an institutional investor managing $153M across 62 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 MOUNT VERNON ASSOCIATES are CAMBIAR INVESTORS, HS Partners, Financial Avengers, with shared positions in $DAL, $AXP, $TXN, $UBER, $BMY, $HON. The full ranking of 25 similar funds is below.

#1CAMBIAR INVESTORS LLCActive
Notable overlap · 7 shared positions
$DAL$AXP$TXN$UBER$BMY$HON
$2.3B
150 positions
#2HS Management Partners, LLCActive
Notable overlap · 5 shared positions
$AXP$SPOT$UBER$SBUX$ABNB
$291M
24 positions
#3Financial Avengers, Inc.Active
Notable overlap · 5 shared positions
$AXP$SCHW$SBUX$PFE$VZ
$241M
155 positions
#4Goodman Financial CorpPassive
Some overlap · 5 shared positions
$SPOT$UBER$SCHW$SBUX$PFE
$647M
73 positions
#5Infusive Asset Management Inc.Active
Some overlap · 4 shared positions
$AXP$UBER$SPOT$VZ
$220M
30 positions
#6BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 4 shared positions
$DAL$TXN$SCHW$SBUX
$6.8B
62 positions
#7PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AXP$TXN$SCHW
$175M
73 positions
#8LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$AXP$UBER$SBUX$SPOT
$782M
179 positions
#9BAXTER BROS INCPassive
Some overlap · 5 shared positions
$AXP$SCHW$TXN$UBER$HON
$864M
172 positions
#10PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$AXP$SCHW$TSCO
$4.8B
22 positions
#11Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$SCHW$TXN$UBER$SPOT$HON
$138M
133 positions
#12Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$SCHW$HON$HONA$C
$658M
152 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$TXN$SCHW$SBUX$BMY$PFE
$1.3B
58 positions
#14BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 6 shared positions
$AXP$TXN$HON$HONA$BMY$C
$371M
394 positions
#15CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$AXP$TXN$VZ
$171M
71 positions
#16ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$AXP$TXN$HON$HONA
$1.9B
88 positions
#17COMGEST GLOBAL INVESTORS S.A.S.Active
Some overlap · 3 shared positions
$AXP$SPOT$UBER
$4.5B
55 positions
#18Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$TXN$UBER$SCHW$AXP
$1.2B
98 positions
#19JACOBS & CO/CAPassive
Some overlap · 6 shared positions
$SBUX$SCHW$AXP$UBER$HON$HONA
$1.2B
134 positions
#20TREMBLANT CAPITAL GROUPActive
Some overlap · 4 shared positions
$AFRM$SPOT$SBUX$UBER
$3.5B
58 positions
#21BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$AXP$TXN$SCHW
$4.1B
151 positions
#22Costello Asset Management, INCPassive
Some overlap · 7 shared positions
$AXP$UBER$CSX$HONA$HON$VZ
$333M
710 positions
#23Intrinsic Value Partners, LLCActive
Some overlap · 5 shared positions
$AXP$SCHW$ABNB$GEHC$C
$146M
73 positions
#24Martin Capital Advisors, LLPActive
Some overlap · 5 shared positions
$TXN$SCHW$SBUX$TSCO$TREX
$191M
77 positions
#25Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$AXP$CSX$HON$HONA$C$VZ
$87M
113 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.