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Hedge Funds Similar to BLACKHILL

13F Portfolio OverlapQ1 2026BLACKHILL portfolio →
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Most similar hedge funds by 13F overlap

BLACKHILL CAPITAL INC is an institutional investor managing $1.9B across 49 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 BLACKHILL are REIK & ,, AlpenGlobal, Rodgers Brothers, with shared positions in $WSM, $DIS, $ABT, $PFE, $CL, $MCD. The full ranking of 25 similar funds is below.

#1REIK & CO., LLCActive
Notable overlap · 5 shared positions
$WSM$DIS$ABT$PFE$CL
$363M
56 positions
#2AlpenGlobal Capital LLCPassive
Some overlap · 3 shared positions
$WSM$DIS$MCD
$157M
36 positions
#3Rodgers Brothers Inc.Passive
Some overlap · 4 shared positions
$WSM$ABT$CL$HSY
$866M
242 positions
#4Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$WSM$BMY$EPD
$156M
107 positions
#5HS Management Partners, LLCActive
Some overlap · 4 shared positions
$WSM$DIS$KMB$MCD
$286M
24 positions
#6First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$WSM$ABT$ZTS$MCD$PM
$1.2B
70 positions
#7DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$WSM$ET$ZTS$EPD
$501M
138 positions
#8Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$WSM$DIS$HSY
$322M
77 positions
#9Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$WSM$BMY$PFE
$200M
53 positions
#10LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Slight overlap · 6 shared positions
$ET$BMY$DIS$EPD$PFE$WY
$480M
243 positions
#11RBO & CO LLCActive
Slight overlap · 7 shared positions
$ABT$ZTS$DIS$KMB$PFE$MCD
$620M
57 positions
#12Alpha Wealth Funds, LLCActive
Slight overlap · 4 shared positions
$ABT$ET$KMB$MDY
$149M
41 positions
#13Edgemoor Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$WSM$EPD$PFE
$1.3B
170 positions
#14DIAMOND HILL CAPITAL MANAGEMENT INCActive
Slight overlap · 6 shared positions
$ABT$ZTS$DIS$KMB$PFE$CL
$16.0B
187 positions
#15KCM Capital IncActive
Slight overlap · 4 shared positions
$ET$BMY$ABT$MCD
$622M
34 positions
#16Baugh & Associates, LLCActive
Slight overlap · 4 shared positions
$ABT$ET$PFE$WY
$232M
44 positions
#17Partnership Wealth Management, LLCActive
Slight overlap · 6 shared positions
$ABT$BMY$DIS$PFE$MCD$CL
$131M
66 positions
#18Pingora Partners LLCActive
Slight overlap · 5 shared positions
$ET$BMY$DIS$PFE$MCD
$169M
186 positions
#19Enhancing Capital LLCPassive
Slight overlap · 4 shared positions
$ET$BMY$DIS$MCD
$135M
86 positions
#20J. Stern & Co. LLPActive
Slight overlap · 4 shared positions
$ABT$ZTS$DIS$MCD
$1.0B
49 positions
#21SECTOR GAMMA ASActive
Slight overlap · 4 shared positions
$ABT$BMY$ZBH$PFE
$423M
42 positions
#22STONEBRIDGE CAPITAL MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$WSM$DIS$BMY$PFE
$220M
80 positions
#23Harvest Portfolios Group Inc.Active
Slight overlap · 3 shared positions
$ABT$BMY$ZTS
$6.1B
260 positions
#24Adams Asset Advisors, LLCActive
Slight overlap · 5 shared positions
$ET$BMY$EPD$KMB$PFE
$891M
88 positions
#25Gilman Hill Asset Management, LLCPassive
Slight overlap · 5 shared positions
$ET$BMY$EPD$KMB$PFE
$663M
225 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.