13F Pro

Hedge Funds Similar to DEAN INVESTMENT ASSOCIATES

13F Portfolio OverlapQ2 2026DEAN INVESTMENT ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

DEAN INVESTMENT ASSOCIATES, LLC is an institutional investor managing $761M across 193 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 DEAN INVESTMENT ASSOCIATES are Dean, HAMEL ASSOCIATES, CONNING, with shared positions in $JAZZ, $BNY, $KNX, $HSY, $AWR, $HTLD. The full ranking of 25 similar funds is below.

#1Dean Capital ManagementPassive
Notable overlap · 20 shared positions
$JAZZ$BNY$KNX$HSY$AWR$HTLD
$276M
112 positions
#2HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$HSY$BNY$AMGN$PNC$ITW$PEP
$363M
92 positions
#3CONNING INC.Passive
Some overlap · 6 shared positions
$BNY$OMC$AMGN$PNC$PFG$ITW
$3.3B
329 positions
#4Brindle & Bay Financial Advisors, LLCActive
Some overlap · 7 shared positions
$EOG$PEP$TXN$PAYX$AVY$MO
$268M
102 positions
#5OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$XEL$WEC$PEP$TXN$POR$PAYX
$2.2B
70 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$HSY$OMC$AMGN$EOG$ITW$PEP
$214M
33 positions
#7UNITED BANKActive
Some overlap · 6 shared positions
$AMGN$HSY$EOG$PEP$TXN$ITW
$853M
130 positions
#8BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 6 shared positions
$HSY$AMGN$TXN$PAYX$ITW$PNC
$235M
33 positions
#9Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$BNY$AMGN$PNC$PEP$TXN
$108M
52 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$BNY$AMGN$PNC$PEP$TXN
$1.2B
100 positions
#11Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$HSY$EOG$PEP$PAYX$KR$PNC
$455M
57 positions
#12Martin Capital Partners, LLCPassive
Some overlap · 6 shared positions
$AMGN$PEP$TXN$POR$PAYX$PFG
$279M
73 positions
#13Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$BNY$AMGN$PNC$PEP$TXN
$158M
78 positions
#14Willis Investment CounselActive
Some overlap · 5 shared positions
$HSY$PEP$TXN$PAYX$KEYS
$2.0B
128 positions
#151834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$HSY$WEC$TXN$DG$MO
$886M
232 positions
#16Empire Life Investments Inc.Active
Some overlap · 5 shared positions
$WEC$PNC$EOG$TXN$AEE
$1.8B
113 positions
#17Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$AMGN$PNC$EOG$PEP$TXN
$155M
107 positions
#18Verity & Verity, LLCActive
Some overlap · 5 shared positions
$WEC$AMGN$PEP$TXN$MO
$1.5B
139 positions
#19EDMP, INC.Passive
Some overlap · 5 shared positions
$OMC$AMGN$PEP$AIZ$MO
$130M
74 positions
#20Azimuth Capital Investment Management LLCPassive
Some overlap · 5 shared positions
$HSY$BNY$PEP$WEC$XEL
$3.0B
313 positions
#21STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 5 shared positions
$WEC$PNC$EOG$RRX$DG
$392M
279 positions
#22Coston, McIsaac & PartnersPassive
Some overlap · 5 shared positions
$HSY$PEP$TXN$PAYX$MO
$497M
948 positions
#23Somerset Trust CoPassive
Some overlap · 5 shared positions
$WEC$AMGN$PEP$PAYX$ITW
$354M
186 positions
#24First Bank & TrustPassive
Some overlap · 5 shared positions
$XEL$AMGN$PNC$PAYX$PEP
$687M
277 positions
#25ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 5 shared positions
$WEC$PNC$PEP$PAYX$AIZ
$156M
64 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.