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Hedge Funds Similar to BIRINYI ASSOCIATES

13F Portfolio OverlapQ2 2026BIRINYI ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

BIRINYI ASSOCIATES INC is an institutional investor managing $423M across 61 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 BIRINYI ASSOCIATES are Hosking Partners LLP, Stratos Investment, WAYCROSS PARTNERS, with shared positions in $C, $BKNG, $AXP, $DELL, $BA, $AMGN. The full ranking of 25 similar funds is below.

#1Hosking Partners LLPActive
Some overlap · 3 shared positions
$C$BKNG$AXP
$3.0B
98 positions
#2Stratos Investment Management, LLCPassive
Some overlap · 6 shared positions
$DELL$C$BKNG$AXP$BA$AMGN
$2.8B
382 positions
#3WAYCROSS PARTNERS, LLCActive
Some overlap · 6 shared positions
$C$AXP$BA$MCD$DE$AMGN
$1.2B
72 positions
#4TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$C$DELL$MCD$AMGN
$288M
94 positions
#5WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$C$BA$SBUX$ADI$MSCI
$375M
44 positions
#6Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$C$DELL$BA
$160M
124 positions
#7Riverbend Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DELL$C$AXP$BKNG$AMGN
$199M
176 positions
#8SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$C$BKNG$AXP
$145M
43 positions
#9ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$DELL$C$AXP$BA$MCD
$1.1B
111 positions
#10Wesleyan Assurance SocietyActive
Some overlap · 4 shared positions
$C$BKNG$AXP$BA
$2.0B
109 positions
#11Asio Capital, LLCActive
Some overlap · 3 shared positions
$C$DELL$AXP
$781M
109 positions
#12Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$DELL$C$SBUX$MCD$AMGN
$334M
127 positions
#13CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$C$BA$MCD$DE
$200M
76 positions
#14Spahn Wealth & Retirement LLCActive
Some overlap · 3 shared positions
$C$AXP$BKNG
$155M
38 positions
#15TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 4 shared positions
$BKNG$ADI$AXP$SCHW
$2.7B
27 positions
#16Spectrum Financial Alliance Ltd LLCActive
Some overlap · 4 shared positions
$C$BA$SCHW$DE
$679M
31 positions
#17Connective Portfolio Management, LLCPassive
Some overlap · 3 shared positions
$C$AXP$CMG
$60M
39 positions
#18MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 3 shared positions
$C$ADI$DE
$159M
28 positions
#19Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$C$BA$MCD
$287M
33 positions
#20Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$C$AXP$MCD$AMGN$DE
$181M
81 positions
#21Strata Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$BKNG$ADI$AXP$MCD$SCHW
$410M
97 positions
#22HS Management Partners, LLCActive
Some overlap · 4 shared positions
$BKNG$AXP$SBUX$MCD
$291M
24 positions
#23American State Bank (Iowa)Passive
Some overlap · 5 shared positions
$C$DELL$BA$MCD$AMGN
$247M
139 positions
#24Dundas Partners LLPActive
Some overlap · 3 shared positions
$BKNG$ADI$AXP
$1.4B
31 positions
#25CMT Capital Markets Trading GmbHActive
Some overlap · 4 shared positions
$C$AXP$DELL$SBUX
$11.8B
385 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.