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 BERKSHIRE ASSET /PA

13F Portfolio OverlapQ1 2026BERKSHIRE ASSET /PA portfolio →

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Most similar hedge funds by 13F overlap

BERKSHIRE ASSET MANAGEMENT LLC/PA is an institutional investor managing $2.3B across 264 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 BERKSHIRE ASSET /PA are Greystone Financial Group,, Miramar ,, Ark Wealth Advisors, with shared positions in $WM, $LMT, $EMR, $MCD, $HON, $LOW. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$WM $LMT $EMR $MCD $HON $LOW

$353M

78 positions

#2Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$WM $LMT $EOG $MCD $BMY $ABT

$449M

56 positions

#3Ark Wealth Advisors LLCPassive

Notable overlap · 9 shared positions

$LMT $CB $NUE $WM $NSC $MCD

$101M

80 positions

#4Brookmont Capital ManagementActive

Notable overlap · 8 shared positions

$HON $MCD $BAC $WM $TEL $PNC

$179M

59 positions

#5Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$BAC $LMT $PNC $DE $MCD $ABT

$170M

82 positions

#6Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$PNC $DE $BAC $EMR $BMY $CB

$308M

137 positions

#7DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$WM $HON $DE $MCD $SCHW $ABT

$253M

92 positions

#8RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$BAC $HON $CB $DE $MCD $ABT

$3.7B

111 positions

#9Allied Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$BAC $LMT $DE $LOW $ABT $WFC

$697M

100 positions

#10Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$HON $PNC $MCD $LOW $ABT $EMR

$98M

50 positions

#11Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$LMT $NSC $DE $MCD $EOG $HSY

$184M

32 positions

#12CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$LMT $CB $KMI $HON $MDLZ $HSY

$6.4B

290 positions

#13BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$KMI $EOG $LMT $MCD $HSY $LOW

$380M

98 positions

#14Monte Financial Group, LLCPassive

Notable overlap · 7 shared positions

$DELL $EOG $MTB $ABT $HSY $AOS

$282M

100 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$CB $EMR $KMI $MCD $HSY $MKL

$187M

55 positions

#16LYNCH & ASSOCIATES/INPassive

Notable overlap · 7 shared positions

$EMR $LMT $MCD $BAC $LOW $HON

$533M

126 positions

#17HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$HON $CB $LMT $MCD $HSY $PNC

$351M

81 positions

#18UNITED BANKActive

Notable overlap · 8 shared positions

$WM $MCD $EOG $ABT $HON $HSY

$781M

121 positions

#19ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$EMR $BMY $SCHW $MCD $CB $WPC

$639M

126 positions

#20BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$CB $LMT $MCD $HSY $HON $KMI

$480M

133 positions

#21Providence Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$WM $HON $LOW $BMY $SCHW $WFC

$157M

80 positions

#22Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$WM $LMT $MCD $BMY $MDLZ $ABT

$199M

40 positions

#23LONDON CO OF VIRGINIAActive

Notable overlap · 6 shared positions

$NSC $TEL $SCHW $LOW $CB $MTB

$16.2B

167 positions

#24CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$DE $MCD $SCHW $MDLZ $HON $HSY

$1.4B

80 positions

#25Estabrook Capital ManagementPassive

Notable overlap · 6 shared positions

$HON $BAC $CB $PNC $NSC $WFC

$685M

380 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.