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Hedge Funds Similar to Atwater Malick

13F Portfolio OverlapQ3 2026Atwater Malick portfolio →
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Most similar hedge funds by 13F overlap

Atwater Malick LLC is an institutional investor managing $454M across 131 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Atwater Malick are Integras Partners, Patrick Mauro Investment Advisor, Westhampton, with shared positions in $CMI, $MCD, $ACN, $WM, $CNI, $LOW. The full ranking of 25 similar funds is below.

#1Integras Partners LLCPassive
Notable overlap · 3 shared positions
$CMI$MCD$ACN
$181M
100 positions
#2Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$MCD$WM$CNI
$199M
38 positions
#3Westhampton Capital, LLCPassive
Some overlap · 4 shared positions
$CMI$WM$LOW$DIS
$241M
131 positions
#4Eley Financial Management, IncPassive
Some overlap · 4 shared positions
$CMI$LOW$ACN$KLAC
$309M
72 positions
#5RBO & CO LLCActive
Some overlap · 3 shared positions
$MCD$WM$DIS
$628M
56 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$WM$MCD$LOW$DIS$ACN
$529M
75 positions
#7LITTLEJOHN FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$WM$MCD$KLAC
$138M
71 positions
#8First Citizens Financial CorpPassive
Some overlap · 3 shared positions
$CMI$LOW$MCD
$238M
137 positions
#9Westchester Capital Management, Inc.Active
Some overlap · 4 shared positions
$WM$MCD$DIS$LOW
$573M
46 positions
#10Enhancing Capital LLCPassive
Some overlap · 4 shared positions
$CMI$WM$MCD$DIS
$144M
88 positions
#11Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$CMI$WM$MCD$DIS
$134M
103 positions
#12GATES FOUNDATION TRUSTSmart money
Some overlap · 3 shared positions
$WM$CNI$MCD
$34.4B
24 positions
#13CINCINNATI INSURANCE COActive
Some overlap · 3 shared positions
$CMI$MCD$ACN
$6.9B
64 positions
#14BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$WM$MCD$LOW$AOS
$2.5B
270 positions
#15DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$WM$MCD$DIS$ACN
$275M
99 positions
#16Edge Wealth Management LLCActive
Some overlap · 3 shared positions
$WM$MCD$DIS
$666M
89 positions
#17Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$CMI$LOW$DIS$IAU
$814M
61 positions
#18Infusive Asset Management Inc.Active
Some overlap · 3 shared positions
$MCD$LOW$DIS
$220M
30 positions
#19Focused Investors LLCActive
Some overlap · 4 shared positions
$MCD$LOW$DIS$ACN
$3.0B
23 positions
#20Lynch Asset Management, Inc.Smart money
Some overlap · 4 shared positions
$CMI$NVO$DIS$WM
$366M
52 positions
#21JERICHO FINANCIAL, LLPActive
Some overlap · 3 shared positions
$WM$MCD$DGX
$202M
39 positions
#22WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CMI$CNI$ISRG
$347M
32 positions
#23Eukles Asset ManagementPassive
Some overlap · 4 shared positions
$CMI$NVO$AOS$ACN
$242M
228 positions
#24CAPITAL & PLANNING, LLCActive
Some overlap · 4 shared positions
$MCD$WM$IAU$LOW
$194M
45 positions
#25Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$CMI$NVO$ACN
$451M
29 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.