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Hedge Funds Similar to VALLEY FORGE INVESTMENT CONSULTANTS ADV

13F Portfolio OverlapQ2 2026VALLEY FORGE INVESTMENT CONSULTANTS ADV portfolio →
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Most similar hedge funds by 13F overlap

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV is an institutional investor managing $388M across 86 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 VALLEY FORGE INVESTMENT CONSULTANTS ADV are Two Point, CONFLUENCE INVESTMENT, BENEDICT FINANCIAL ADVISORS, with shared positions in $HSY, $PAYX, $DOV, $GLW, $CB, $LMT. The full ranking of 25 similar funds is below.

#1Two Point Capital Management, Inc.Active
Notable overlap · 4 shared positions
$HSY$PAYX$DOV$GLW
$248M
30 positions
#2CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$CB$HSY$LMT$PAYX
$6.4B
290 positions
#3BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 6 shared positions
$GLW$CB$LMT$PM$HSY$DOV
$515M
142 positions
#4Willis Investment CounselActive
Notable overlap · 4 shared positions
$CB$PAYX$LMT$HSY
$2.1B
125 positions
#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$CB$DOV$LMT
$2.1B
131 positions
#6PARTHENON LLCActive
Some overlap · 5 shared positions
$GLW$PAYX$DOV$PM$HSY
$962M
133 positions
#7SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$CB$HSY$LMT
$3.0B
79 positions
#8LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$CB$HSY$VMC
$361M
59 positions
#9Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$HSY$PAYX$LMT
$455M
57 positions
#10Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$GLW$CB$LMT$PM
$596M
127 positions
#11HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$CB$LMT$HSY
$363M
92 positions
#12FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$CB$PAYX$LMT
$383M
74 positions
#13Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$PAYX$LMT$HSY$PM
$856M
89 positions
#14Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$CB$DOV$PAYX
$1.1B
102 positions
#15Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$CB$HSY$PM
$182M
77 positions
#16O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$HSY$LMT$PM$SLV
$125M
61 positions
#17UNITED BANKActive
Some overlap · 4 shared positions
$GLW$DOV$HSY$LMT
$853M
130 positions
#18Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$PAYX$DOV$HSY$PM
$497M
948 positions
#19Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$CB$GLW$PM
$202M
87 positions
#20GQG Partners LLCActive
Some overlap · 3 shared positions
$CB$PM$HSY
$53.8B
102 positions
#21DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$CB$LMT$DOV
$124M
100 positions
#22Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$GLW$LMT$HSY
$214M
33 positions
#23TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$GLW$CB$PM
$1.3B
226 positions
#24Financial Plan, Inc.Smart money
Some overlap · 3 shared positions
$DOV$GLW$SLV
$1.1B
95 positions
#25Boit C F DavidPassive
Some overlap · 3 shared positions
$CB$GLW$LMT
$238M
85 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.