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 BONTEMPO OHLY MGMT

13F Portfolio OverlapQ2 2026BONTEMPO OHLY MGMT portfolio →

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Most similar hedge funds by 13F overlap

BONTEMPO OHLY CAPITAL MGMT LLC is an institutional investor managing $235M across 33 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 BONTEMPO OHLY MGMT are Exeter Financial, Eliot Finkel Investment Counsel, Long Road Investment Counsel, with shared positions in $GD, $TGT, $TXN, $AMGN, $VZ, $APD. The full ranking of 25 similar funds is below.

#1Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$GD $TGT $TXN $AMGN $VZ $APD

$261M

101 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GD $ITW $AMGN $APD $HSY

$214M

33 positions

#3Long Road Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$FAST $ITW $ADP $APD $BR

$271M

80 positions

#4Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$TXN $GD $AMGN $PAYX $VZ $NKE

$272M

72 positions

#5SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 7 shared positions

$GD $AMGN $APD $ITW $ACN $ADP

$1.8B

176 positions

#6BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$LOW $TXN $AMGN $GD $ITW $APD

$346M

113 positions

#7THOMAS STORY & SON LLCActive

Notable overlap · 7 shared positions

$GD $FAST $TSCO $ITW $ACN $PAYX

$283M

53 positions

#8Willis Investment CounselActive

Notable overlap · 8 shared positions

$TXN $PAYX $HSY $ADP $ACN $TSCO

$2.1B

125 positions

#9Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$NKE $ELV $VZ $ADP $GD $ACN

$159M

62 positions

#10Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$VZ $HSY $PAYX $GD $FAST $PNC

$455M

57 positions

#11Loudon Investment Management, LLCPassive

Notable overlap · 7 shared positions

$FAST $LOW $ITW $ADP $ACN $AMGN

$204M

95 positions

#12CALEDONIA INVESTMENTS PLCSmart money

Notable overlap · 3 shared positions

$TXN $FAST $PAYX

$883M

15 positions

#13Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$TXN $VZ $PAYX $GIS $HSY $NKE

$497M

948 positions

#14SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$HSY $NKE $APD $TXN $VZ $AMGN

$606M

79 positions

#15Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$LOW $AMGN $ADP $ITW $APD $PNC

$394M

99 positions

#16Hendershot Investments Inc.Active

Notable overlap · 7 shared positions

$GD $ADP $ACN $PAYX $BR $FAST

$766M

134 positions

#17JGP Wealth Management, LLCActive

Notable overlap · 9 shared positions

$AMGN $ADP $LOW $APD $ITW $PAYX

$1.1B

231 positions

#18Guinness Asset Management LTDActive

Notable overlap · 3 shared positions

$TXN $ITW $PAYX

$5.9B

141 positions

#19COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$FAST $ITW $ADP $ACN

$1.7B

91 positions

#20Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$TXN $APD $AMGN $LOW $ADP $PNC

$108M

52 positions

#21Clark & Stuart, IncPassive

Notable overlap · 5 shared positions

$FAST $ADP $ITW $APD $HSY

$159M

57 positions

#22EDGAR LOMAX CO/VAActive

Notable overlap · 4 shared positions

$TGT $GD $TXN $AMGN

$1.3B

58 positions

#23Somerset Trust CoPassive

Notable overlap · 7 shared positions

$AMGN $LOW $ITW $GD $ADP $APD

$354M

186 positions

#24MCDANIEL TERRY & COActive

Notable overlap · 5 shared positions

$ITW $ADP $TXN $APD $ACN

$1.3B

81 positions

#25Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$AMGN $ITW $LOW $ADP $ACN

$181M

50 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.