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Hedge Funds Similar to JOHN G ULLMAN & ASSOCIATES

13F Portfolio OverlapQ1 2026JOHN G ULLMAN & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

JOHN G ULLMAN & ASSOCIATES INC is an institutional investor managing $754M across 174 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 JOHN G ULLMAN & ASSOCIATES are VANTAGE WEALTH, Minneapolis Portfolio Group,, CapWealth Advisors,, with shared positions in $GLW, $EMR, $TEL, $NEE, $HON, $GNRC. The full ranking of 25 similar funds is below.

#1VANTAGE WEALTH
Notable overlap · 5 shared positions
$GLW$EMR$TEL$NEE$HON
$463M
30 positions
#2Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 5 shared positions
$GLW$TEL$GNRC$IBM$HON
$942M
33 positions
#3CapWealth Advisors, LLCActive
Notable overlap · 4 shared positions
$GLW$NEE$IBM$HON
$1.3B
118 positions
#4LAWOOD & COPassive
Notable overlap · 3 shared positions
$GLW$NEE$IBM
$108M
90 positions
#5GODSEY & GIBB, INCPassive
Notable overlap · 4 shared positions
$GLW$SLB$D$IBM
$1.1B
389 positions
#6Founders Capital ManagementPassive
Notable overlap · 3 shared positions
$GLW$EMR$SLB
$205M
390 positions
#7BONNESS ENTERPRISES INCActive
Notable overlap · 4 shared positions
$GLW$EMR$IBM$BMY
$273M
39 positions
#8ANTIPODES PARTNERS LtdActive
Some overlap · 5 shared positions
$WTRG$D$AMT$SLB$DIS
$5.2B
126 positions
#9Grand Alliance Asset Management LtdActive
Some overlap · 3 shared positions
$GLW$BE$WDC
$165M
13 positions
#10LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$GLW$TEL$D$VMC
$16.2B
167 positions
#11Whale Rock Capital Management LLCActive
Some overlap · 3 shared positions
$GLW$BE$WDC
$7.7B
35 positions
#12WealthTrust Axiom LLCPassive
Some overlap · 5 shared positions
$GLW$SLB$IBM$BMY$NEE
$406M
290 positions
#13CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$GLW$DIS$IBM$BMY
$2.0B
76 positions
#14Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$EMR$NEE$ES$IBM
$245M
83 positions
#15J.P. Marvel Investment Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$BMY$IBM
$705M
60 positions
#16CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$BE$NEE$IBM$SLB
$60M
36 positions
#17TI-TRUST, INCPassive
Some overlap · 7 shared positions
$NEE$EMR$WDC$OGE$HON$BMY
$168M
128 positions
#18WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$EMR$SLB$IBM$AMT
$698M
119 positions
#19Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$GLW$BMY$NEE
$302M
93 positions
#20FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 3 shared positions
$GLW$IBM$BMY
$180M
96 positions
#21XN LPActive
Some overlap · 3 shared positions
$GLW$WDC$BE
$2.7B
23 positions
#22VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 5 shared positions
$SLB$IBM$EQT$DIS$GNRC
$436M
133 positions
#23Robbins FarleyPassive
Some overlap · 5 shared positions
$NEE$D$DIS$IBM$GVA
$226M
143 positions
#24Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$GLW$AMT$HON
$206M
56 positions
#25CORRADO ADVISORS, LLCPassive
Some overlap · 4 shared positions
$GLW$IBM$DIS$NEE
$192M
115 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.