What hedge funds are most similar to BERKSHIRE ASSET MANAGEMENT LLC/PA?

The funds with the most similar 13F portfolios to BERKSHIRE ASSET MANAGEMENT LLC/PA are Ark Wealth Advisors, Miramar, MATRIX ASSET ADVISORS, 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 BERKSHIRE ASSET

13F Portfolio OverlapQ2 2026BERKSHIRE ASSET portfolio →

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Most similar hedge funds by 13F overlap

BERKSHIRE ASSET MANAGEMENT LLC/PA is an institutional investor managing $2.5B across 270 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 BERKSHIRE ASSET are Ark Wealth Advisors, Miramar, MATRIX ASSET ADVISORS, with shared positions in $QCOM, $NUE, $LMT, $CB, $WM, $NSC. The full ranking of 25 similar funds is below.

#1Ark Wealth Advisors LLCPassive

Notable overlap · 11 shared positions

$QCOM $NUE $LMT $CB $WM $NSC

$113M

87 positions

#2Miramar Capital, LLCPassive

Notable overlap · 10 shared positions

$WM $QCOM $LMT $EOG $MCD $BMY

$455M

57 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 9 shared positions

$QCOM $PNC $MTB $LMT $LOW $TEL

$1.2B

100 positions

#4DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$CB $QCOM $DE $SCHW $NSC $MCD

$206M

105 positions

#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 9 shared positions

$QCOM $EMR $CB $KMI $MCD $HSY

$203M

58 positions

#6Tufton Capital ManagementPassive

Notable overlap · 8 shared positions

$QCOM $CB $NSC $EMR $LMT $ABT

$583M

131 positions

#7Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$PNC $MCD $EMR $LOW $ABT $QCOM

$108M

52 positions

#8Brookmont Capital ManagementActive

Notable overlap · 9 shared positions

$PNC $MCD $WM $TEL $ABT $HON

$176M

64 positions

#9DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$WM $QCOM $SCHW $MCD $DE $ABT

$275M

99 positions

#10Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$PNC $DELL $DE $EMR $BMY $CB

$347M

138 positions

#11Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$WM $EMR $LMT $MCD $LOW $ABT

$292M

99 positions

#12ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$MTB $DE $EMR $MCD $ABT $PEP

$878M

73 positions

#13Canal Insurance COActive

Notable overlap · 5 shared positions

$DELL $LMT $BMY $KMI $ABT

$426M

73 positions

#14CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$PNC $DE $MTB $SCHW $MCD $PEP

$1.1B

157 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 8 shared positions

$WM $LMT $MCD $ABT $EMR $PEP

$321M

107 positions

#16HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$CB $PNC $LMT $MCD $HSY $HON

$363M

92 positions

#17Titan Investment Management LLCActive

Notable overlap · 5 shared positions

$DELL $LMT $BMY $HSY $PEP

$137M

40 positions

#18Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$NSC $DE $LMT $MCD $EOG $HSY

$214M

33 positions

#19MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 8 shared positions

$QCOM $EMR $NSC $LOW $ABT $PEP

$273M

250 positions

#20William Allan CorpActive

Notable overlap · 6 shared positions

$DELL $SCHW $HSY $PEP $MCD $LOW

$199M

65 positions

#21Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$WM $LMT $EMR $EOG $MDLZ $PEP

$1.3B

54 positions

#22ABNER HERRMAN & BROCK LLCActive

Notable overlap · 5 shared positions

$DELL $CB $MCD $EMR $WFC

$1.0B

121 positions

#23Harvest Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$QCOM $PNC $KMI $BMY $LMT $HSY

$202M

58 positions

#24KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$MCD $CB $LOW $ABT $QCOM $NSC

$1.6B

228 positions

#25First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$WM $LMT $MCD $MDLZ $LOW $HON

$529M

75 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.