What hedge funds are most similar to Alley Investment Management Company, LLC?

The funds with the most similar 13F portfolios to Alley Investment Management Company, LLC are Miramar, MASTER'S WEALTH, First Fiduciary Investment Counsel, based on overlapping conviction holdings in the latest SEC filings.

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 Alley Investment Company

13F Portfolio OverlapQ2 2026Alley Investment Company portfolio →

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Most similar hedge funds by 13F overlap

Alley Investment Management Company, LLC is an institutional investor managing $856M across 89 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 Alley Investment Company are Miramar, MASTER'S WEALTH, First Fiduciary Investment Counsel, with shared positions in $UNP, $PAYX, $BLK, $ABT, $LMT, $HSY. The full ranking of 25 similar funds is below.

#1Miramar Capital, LLCPassive

Notable overlap · 8 shared positions

$UNP $PAYX $BLK $ABT $LMT $HSY

$455M

57 positions

#2MASTER'S WEALTH MANAGEMENT INC.Smart money

Notable overlap · 10 shared positions

$PH $UNP $PLD $PAYX $HSY $SNA

$332M

91 positions

#3First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$PM $BLK $UNP $LMT $COF $AMGN

$529M

75 positions

#4HENDLEY & CO INCActive

Notable overlap · 7 shared positions

$UNP $ETN $PH $ABT $PM $SYK

$283M

47 positions

#5Brentview Investment Management LLCActive

Notable overlap · 7 shared positions

$PM $PH $UNP $MS $BLK $CME

$253M

63 positions

#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$PM $UNP $LMT $SBUX $DUK $PLD

$233M

122 positions

#7Oak Harvest Investment ServicesPassive

Notable overlap · 8 shared positions

$ETN $MS $UNP $SBUX $DUK $PM

$1.1B

168 positions

#8FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 7 shared positions

$UNP $PH $MS $PAYX $LMT $SYK

$383M

74 positions

#9First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$PH $PM $ETN $ABT $BLK $AMGN

$1.4B

73 positions

#10Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$ETN $PM $BLK $ASML $ABT $MS

$1.6B

184 positions

#11Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$ETN $ASML $BLK $AMGN $UNP $SYK

$170M

61 positions

#12Pegasus Asset Management, Inc.Passive

Notable overlap · 6 shared positions

$ETN $BLK $PH $SBUX $DUK $SYK

$351M

75 positions

#13Papamarkou Wellner Asset Management inc.Passive

Notable overlap · 8 shared positions

$PM $ASML $BLK $ABT $CME $LMT

$159M

75 positions

#14DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$ETN $SBUX $LMT $SYK $AMGN $DHR

$124M

100 positions

#15American Money Management, LLCPassive

Notable overlap · 7 shared positions

$PM $ASML $UNP $BLK $PAYX $INTU

$700M

174 positions

#16Two Point Capital Management, Inc.Active

Notable overlap · 6 shared positions

$ETN $PH $PAYX $HSY $SYK $INTU

$248M

30 positions

#17EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$MS $UNP $SBUX $DUK $LMT $AMGN

$1.3B

58 positions

#18LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 9 shared positions

$PH $SYK $ABT $ASML $INTU $DHR

$10.3B

565 positions

#19United Asset Strategies, Inc.Passive

Notable overlap · 8 shared positions

$ASML $PH $LMT $SBUX $DUK $ETN

$1.4B

259 positions

#20LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$UNP $ABT $PAYX $SYK $AMGN $PM

$273M

104 positions

#21ClearAlpha Technologies LPPassive

Notable overlap · 7 shared positions

$BLK $ASML $COF $CME $INTU $DHR

$58M

79 positions

#22TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$PM $HSY $UNP $ASML $CME $ABT

$798M

187 positions

#23FAYEZ SAROFIM & COActive

Notable overlap · 6 shared positions

$PM $ASML $ETN $BLK $MS $ABT

$42.5B

300 positions

#24Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$UNP $PAYX $ASML $CME $AMGN $PSX

$272M

72 positions

#25GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$ETN $BLK $PAYX $DUK $SYK $AMGN

$1.2B

383 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.