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 BIRMINGHAM

13F Portfolio OverlapQ2 2026BIRMINGHAM portfolio →

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Most similar hedge funds by 13F overlap

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL is an institutional investor managing $263M across 90 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 BIRMINGHAM are DMKC Advisory Services, Eliot Finkel Investment Counsel, COTTONWOOD ADVISORS, with shared positions in $DE, $CMI, $LMT, $MMM, $ALL, $FDX. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive

Notable overlap · 11 shared positions

$DE $CMI $LMT $MMM $ALL $FDX

$530M

92 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$DE $MCD $LMT $HSY $DUK $GLW

$214M

33 positions

#3COTTONWOOD CAPITAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$DE $MCD $EMR

$166M

88 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$CMI $LMT $MCD $SO $DUK $C

$233M

122 positions

#5OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 8 shared positions

$CMI $EMR $MCD $SO $PFE $DUK

$2.7B

54 positions

#6Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 4 shared positions

$DE $LMT $BA $C

$679M

31 positions

#7ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$DE $EMR $MCD $BA $ABT $CMI

$878M

73 positions

#8Allied Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$DE $LMT $MMM $FDX $BA $PFE

$797M

110 positions

#9Integras Partners LLCPassive

Notable overlap · 5 shared positions

$CMI $MCD $LMT $DUK $SO

$181M

100 positions

#10Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$DE $CMI $EMR $TXN

$465M

29 positions

#11Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$DE $LMT $CMI $GLW $BA

$282M

73 positions

#12Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$DE $CMI $SO $DUK $EMR $LMT

$239M

126 positions

#13Tarbox Group, Inc.Smart money

Notable overlap · 8 shared positions

$DE $BA $PFE $HSY $ABT $C

$698M

96 positions

#14BAKER BOYER NATIONAL BANKSmart money

Notable overlap · 7 shared positions

$DE $EMR $MCD $BA $CMI $DUK

$364M

94 positions

#15BCR Wealth Strategies, LLCSmart money

Notable overlap · 3 shared positions

$DE $EMR $SO

$356M

32 positions

#16CULBERTSON A N & CO INCActive

Notable overlap · 8 shared positions

$CMI $DE $MCD $FDX $ABT $C

$859M

140 positions

#17LYNCH & ASSOCIATES/INPassive

Notable overlap · 8 shared positions

$EMR $MCD $LMT $BA $MMM $DUK

$573M

129 positions

#18Welch Group, LLCPassive

Notable overlap · 7 shared positions

$EMR $LMT $MCD $SO $PFE $TXN

$2.9B

326 positions

#19Rothschild & Co Wealth Management UK LtdSmart money

Notable overlap · 3 shared positions

$DE $AXP $TXN

$6.9B

25 positions

#20Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$LMT $DE $AXP $MCD $ABT $C

$181M

81 positions

#21OAK HARBOR WEALTH PARTNERS, LLCPassive

Notable overlap · 9 shared positions

$DE $MCD $FDX $SO $DUK $PFE

$268M

225 positions

#22Summit Financial Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$CMI $LMT $MMM $BA $PFE

$782M

225 positions

#23Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 5 shared positions

$DE $LMT $BA $PFE $GLW

$1.1B

34 positions

#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 6 shared positions

$DE $EMR $LMT $MCD $HSY $ABT

$2.5B

270 positions

#25Willis Investment CounselActive

Notable overlap · 8 shared positions

$LMT $HSY $MMM $AXP $MCD $PFE

$2.1B

125 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.