What hedge funds are most similar to ALPINE WOODS CAPITAL INVESTORS, LLC?

The funds with the most similar 13F portfolios to ALPINE WOODS CAPITAL INVESTORS, LLC are Brookmont, Walsky Investment, MORGAN DEMPSEY, 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 ALPINE WOODS INVESTORS

13F Portfolio OverlapQ2 2026ALPINE WOODS INVESTORS portfolio →

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Most similar hedge funds by 13F overlap

ALPINE WOODS CAPITAL INVESTORS, LLC is an institutional investor managing $460M across 220 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 ALPINE WOODS INVESTORS are Brookmont, Walsky Investment, MORGAN DEMPSEY, with shared positions in $WFC, $LHX, $EQIX, $WM, $QCOM, $PEP. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive

Notable overlap · 8 shared positions

$WFC $LHX $EQIX $WM $QCOM $PEP

$186M

61 positions

#2Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$TXN $SO $AMGN $PEP $QCOM $BNY

$108M

52 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WFC $CMI $TXN $SO $PEP $MDT

$233M

122 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$AMGN $WFC $TXN $PEP $MDT $QCOM

$1.2B

106 positions

#5OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$CMI $TXN $SO $EVRG $PEP $QCOM

$2.7B

54 positions

#6DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$WFC $CMI $PEP $MDT $ABT $EMR

$530M

92 positions

#7PINKERTON WEALTH, LLCActive

Notable overlap · 7 shared positions

$AMGN $WM $TXN $SO $PEP $QCOM

$1.2B

103 positions

#8SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 7 shared positions

$AMGN $WM $SO $TXN $PEP $QCOM

$1.3B

97 positions

#9DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$AMGN $WM $PEP $MDT $TXN $QCOM

$235M

96 positions

#10First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$AMGN $EQIX $WM $TXN $SO $MDLZ

$529M

75 positions

#11UNITED BANKActive

Notable overlap · 6 shared positions

$CMI $AMGN $WM $TXN $PEP $ABT

$853M

130 positions

#12EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$TXN $SO $MDLZ $WFC $AMGN $PEP

$1.3B

58 positions

#13Richard C. Young & CO., LTD.Passive

Notable overlap · 6 shared positions

$CMI $LHX $SO $TXN $WMB $EMR

$1.4B

101 positions

#14Leith Wheeler Investment Counsel Ltd.Smart money

Notable overlap · 5 shared positions

$WFC $LHX $MDT $QCOM $MDLZ

$1.3B

85 positions

#15North Forty Two & Co.Passive

Notable overlap · 6 shared positions

$AMGN $WFC $CMI $TXN $QCOM $ABT

$118M

104 positions

#16NovaPoint Capital, LLCPassive

Notable overlap · 6 shared positions

$CMI $LHX $TXN $PEP $MDT $ABT

$481M

161 positions

#17Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$LHX $WM $MDLZ $PEP $MDT $EMR

$1.3B

54 positions

#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$AMGN $SO $PEP $MDT $QCOM $EMR

$201M

57 positions

#19Wilson & Boucher Capital Management, LLC

Notable overlap · 7 shared positions

$CMI $AMGN $PEP $WFC $QCOM $EMR

$170M

121 positions

#20Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$AMGN $TXN $PEP $MDT $QCOM $BNY

$169M

84 positions

#21Eldred Rock Partners, LLCActive

Notable overlap · 5 shared positions

$WFC $CMI $TXN $PEP $EMR

$465M

29 positions

#22ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$CMI $SO $TXN $EVRG $MDT $EMR

$665M

122 positions

#23NOVARE CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$CMI $TXN $BNY $LHX $EMR $MDLZ

$1.4B

210 positions

#24Crescent Sterling, Ltd.Passive

Notable overlap · 6 shared positions

$AMGN $CMI $PEP $QCOM $TXN $ABT

$112M

85 positions

#25Davis Capital ManagementPassive

Notable overlap · 6 shared positions

$AMGN $EVRG $MDLZ $MDT $QCOM $BNY

$169M

1,270 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.