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Hedge Funds Similar to Ally Financial

13F Portfolio OverlapQ2 2026Ally Financial portfolio →
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Most similar hedge funds by 13F overlap

Ally Financial Inc. is an institutional investor managing $775M across 131 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 Ally Financial are LONGFELLOW INVESTMENT, Cohen Investment Advisors, Hillman, with shared positions in $VZ, $PFE, $BA, $DIS, $APD, $UPS. The full ranking of 25 similar funds is below.

#1LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Notable overlap · 10 shared positions
$VZ$PFE$BA$DIS$APD$UPS
$489M
244 positions
#2Cohen Investment Advisors LLCPassive
Notable overlap · 9 shared positions
$VZ$PFE$TMO$BA$DIS$UPS
$223M
81 positions
#3Hillman Capital Management, Inc.Passive
Notable overlap · 9 shared positions
$VZ$PFE$BA$DIS$UPS$NKE
$138M
54 positions
#4InvesTrustPassive
Notable overlap · 8 shared positions
$PEP$VZ$PFE$DIS$APD$BA
$260M
95 positions
#5PIONEER TRUST BANK N A/ORPassive
Notable overlap · 9 shared positions
$PEP$DHR$ABT$DIS$CRM$MCD
$441M
87 positions
#6VILLERE ST DENIS J & CO LLCPassive
Notable overlap · 6 shared positions
$PEP$VZ$PFE$ABT$UPS$UBER
$838M
85 positions
#7Ramsay, Stattman, Vela & Price, Inc.Passive
Notable overlap · 7 shared positions
$PEP$DHR$TMO$ABT$DIS$APD
$562M
84 positions
#8WealthBridge Investment Counsel Inc.Active
Notable overlap · 7 shared positions
$VZ$TMO$BA$ABT$DIS$DHR
$375M
44 positions
#9Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$PEP$DHR$ABT$VZ$DIS$PFE
$116M
240 positions
#10DLK Investment Management, LLCPassive
Some overlap · 7 shared positions
$PEP$DHR$ABT$DIS$NKE$MCD
$235M
96 positions
#11Cornerstone Capital, Inc.Active
Some overlap · 8 shared positions
$TMO$VZ$ABT$PEP$DIS$NKE
$1.1B
120 positions
#12Crabel Capital Management, LLCActive
Some overlap · 5 shared positions
$PEP$VZ$PFE$BA$DIS
$137M
51 positions
#13ROCKLAND TRUST COPassive
Some overlap · 7 shared positions
$PEP$TMO$VZ$APD$NKE$BLK
$2.5B
317 positions
#14Smart Portfolios, LLC
Some overlap · 8 shared positions
$PEP$BA$DIS$APD$ABT$NKE
$100M
99 positions
#15BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 7 shared positions
$TMO$PEP$VZ$ABT$DIS$UPS
$453M
121 positions
#16Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$PEP$VZ$PFE$ABT$MCD
$513M
70 positions
#17DCM Advisors, LLCActive
Some overlap · 8 shared positions
$PFE$BA$DIS$NKE$WFC$VZ
$253M
38 positions
#18Canandaigua National Trust Co of Florida
Some overlap · 8 shared positions
$PEP$PFE$UPS$ABT$BA$CRM
$125M
108 positions
#19SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 7 shared positions
$PFE$TMO$BA$DIS$UPS$WFC
$3.2B
40 positions
#20Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$PEP$VZ$ABT$UPS$NKE$ELV
$159M
62 positions
#21Palouse Capital Management, Inc.Passive
Some overlap · 7 shared positions
$PFE$VZ$BA$DIS$UPS$AMT
$160M
124 positions
#22CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$PFE$DHR$TMO$VZ$NKE$CRM
$111M
136 positions
#23Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$PEP$VZ$PFE$APD$MCD
$199M
38 positions
#24BCWM, LLCPassive
Some overlap · 5 shared positions
$PEP$VZ$PFE$UPS$NOC
$342M
57 positions
#25GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 7 shared positions
$TMO$PEP$BA$ABT$DIS$UBER
$372M
82 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.