What hedge funds are most similar to DEAN INVESTMENT ASSOCIATES, LLC?

The funds with the most similar 13F portfolios to DEAN INVESTMENT ASSOCIATES, LLC are Dean, HAMEL ASSOCIATES,, Eliot Finkel Investment Counsel,, based on overlapping conviction holdings in the latest SEC filings.

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 DEAN INVESTMENT ASSOCIATES,

13F Portfolio OverlapQ1 2026DEAN INVESTMENT ASSOCIATES, portfolio →

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Most similar hedge funds by 13F overlap

DEAN INVESTMENT ASSOCIATES, LLC is an institutional investor managing $710M across 190 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 DEAN INVESTMENT ASSOCIATES, are Dean, HAMEL ASSOCIATES,, Eliot Finkel Investment Counsel,, with shared positions in $HSY, $__PARK_1390777, $LFUS, $JAZZ, $KEYS, $DG. The full ranking of 25 similar funds is below.

#1Dean Capital ManagementPassive

Notable overlap · 18 shared positions

$HSY $__PARK_1390777 $LFUS $JAZZ $KEYS $DG

$241M

111 positions

#2HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$HSY $AMGN $__PARK_1390777 $VZ $PNC $DUK

$351M

81 positions

#3Eliot Finkel Investment Counsel, LLCActive

Some overlap · 6 shared positions

$HSY $EOG $OMC $AMGN $DUK $ITW

$184M

32 positions

#4Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$HSY $AMGN $WEC $VZ $DUK $UNP

$821M

85 positions

#5BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$HSY $EOG $AMGN $__PARK_1390777 $VZ

$380M

98 positions

#6CONNING INC.Passive

Some overlap · 6 shared positions

$EOG $__PARK_1390777 $VZ $PNC $PFG $UNP

$3.0B

311 positions

#7Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$HSY $EOG $AMGN $ITW $PFG

$105M

62 positions

#8SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$HSY $AMGN $VZ $LHX $UNP

$728M

79 positions

#9Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$VZ $AMGN $PNC $DUK $__PARK_1390777 $UNP

$685M

380 positions

#10BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$HSY $AMGN $VZ $DUK $MO

$480M

133 positions

#11Graphene Investments SASPassive

Some overlap · 5 shared positions

$EOG $__PARK_1390777 $JAZZ $DG $BKR

$149M

44 positions

#12Principal Street Partners, LLCPassive

Some overlap · 5 shared positions

$XEL $AMGN $VZ $DUK $MO

$613M

247 positions

#13Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$EOG $__PARK_1390777 $VZ $DUK $MO

$139M

62 positions

#14Harvest Investment Advisors, LLC

Some overlap · 5 shared positions

$HSY $AMGN $PNC $DG $LHX

$176M

57 positions

#15Ellsworth Advisors, LLCPassive

Some overlap · 5 shared positions

$AMGN $EOG $PNC $DUK $MO

$532M

164 positions

#16EDMP, INC.Passive

Some overlap · 5 shared positions

$OMC $AMGN $VZ $MO $SON

$124M

71 positions

#17DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 5 shared positions

$XEL $WEC $DUK $DLR $AEE

$9.6B

148 positions

#18Qsemble Capital Management, LPPassive

Some overlap · 6 shared positions

$PNC $DUK $AMGN $MO $PR $XEL

$1.3B

430 positions

#19Argyle Capital Management, LLCPassive

Some overlap · 5 shared positions

$AMGN $VZ $PNC $DUK $HSY

$308M

137 positions

#20Monte Financial Group, LLCPassive

Some overlap · 4 shared positions

$HSY $EOG $OMC $BKR

$282M

100 positions

#21Slagle Financial, LLCPassive

Some overlap · 4 shared positions

$HSY $EOG $AMGN $MO

$303M

121 positions

#22BONTEMPO OHLY CAPITAL MGMT LLCActive

Some overlap · 5 shared positions

$HSY $AMGN $VZ $ITW $PNC

$222M

34 positions

#23FEDERATED HERMES, INC.Passive

Some overlap · 6 shared positions

$VZ $PNC $__PARK_1390777 $DUK $AMGN $WEC

$61.5B

2,049 positions

#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$HSY $AMGN $VZ $DUK

$187M

55 positions

#25Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$AMGN $VZ $DUK $ITW $UNP

$215M

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.