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Hedge Funds Similar to ABSHER WEALTH

13F Portfolio OverlapQ2 2026ABSHER WEALTH portfolio →
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Most similar hedge funds by 13F overlap

ABSHER WEALTH MANAGEMENT, LLC is an institutional investor managing $878M across 73 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 ABSHER WEALTH are Clark & Stuart, Financial & Tax Architects, SPRING, with shared positions in $ADP, $FAST, $PEP, $ABT, $EMR, $HSY. The full ranking of 25 similar funds is below.

#1Clark & Stuart, IncPassive
Notable overlap · 8 shared positions
$ADP$FAST$PEP$ABT$EMR$HSY
$159M
57 positions
#2Financial & Tax Architects, LLCPassive
Notable overlap · 6 shared positions
$EMR$ADP$ABT$MCD$PEP$LOW
$474M
110 positions
#3SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$DE$BRO$MCD$ADP$PEP
$205M
55 positions
#4COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$EMR$DE$PEP$MCD
$166M
88 positions
#5Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 6 shared positions
$DE$AMGN$MCD$ADI$PEP$HSY
$214M
33 positions
#6COERENTE CAPITAL MANAGEMENTActive
Notable overlap · 5 shared positions
$ADP$ABT$PEP$EMR$SBUX
$543M
43 positions
#7VAN STRUM & TOWNE INC.Passive
Notable overlap · 5 shared positions
$ADP$AMGN$EMR$PEP$LOW
$367M
111 positions
#8Clayton Financial Group LLCActive
Notable overlap · 4 shared positions
$PEP$EMR$BA$ABT
$181M
65 positions
#9Dundas Partners LLPActive
Notable overlap · 5 shared positions
$ADI$BRO$ABT$ADP$INTU
$1.4B
31 positions
#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 8 shared positions
$PEP$EMR$AMGN$MCD$ADI$ABT
$201M
57 positions
#11B&D White Capital Company, LLCActive
Notable overlap · 6 shared positions
$ABT$PEP$MCD$AMGN$LOW$LULU
$1.0B
94 positions
#12Somerset Trust CoPassive
Notable overlap · 8 shared positions
$ADI$AMGN$MCD$ADP$ABT$EMR
$354M
186 positions
#13BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 7 shared positions
$DE$EMR$MCD$BA$ABT$CMI
$263M
90 positions
#14LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 6 shared positions
$ABT$PEP$MCD$ADP$AMGN$INTU
$273M
104 positions
#15Tarbox Group, Inc.Smart money
Notable overlap · 7 shared positions
$ABT$DE$BA$PEP$EMR$LOW
$698M
96 positions
#16BCR Wealth Strategies, LLCSmart money
Notable overlap · 4 shared positions
$EMR$DE$PEP$LOW
$356M
32 positions
#17DMKC Advisory Services, LLCActive
Notable overlap · 8 shared positions
$DE$ABT$BA$PEP$EMR$ADP
$530M
92 positions
#18Kidder Stephen WActive
Notable overlap · 5 shared positions
$ADI$ADP$ABT$DE$PEP
$396M
75 positions
#19Wilkinson Global Asset Management LLCActive
Notable overlap · 5 shared positions
$ADI$DE$AMGN$MCD$LOW
$1.3B
62 positions
#20Lipe & DaltonPassive
Notable overlap · 6 shared positions
$SNA$BA$DE$EMR$AMGN$HSY
$215M
94 positions
#21BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Notable overlap · 8 shared positions
$MTB$DE$EMR$MCD$ABT$PEP
$2.5B
270 positions
#22Palisade Asset Management, LLCPassive
Notable overlap · 6 shared positions
$AMGN$DE$ABT$PEP$ADP$MCD
$1.1B
204 positions
#23DLK Investment Management, LLCPassive
Notable overlap · 6 shared positions
$AMGN$PEP$ABT$MCD$DE$ADBE
$235M
96 positions
#24Delaney Dennis RActive
Notable overlap · 4 shared positions
$ADI$ABT$ADP$PEP
$314M
61 positions
#25BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Notable overlap · 5 shared positions
$ADP$FAST$AMGN$LOW$HSY
$235M
33 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.