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Hedge Funds Similar to BUILDER INVESTMENT GROUP

13F Portfolio OverlapQ3 2026BUILDER INVESTMENT GROUP portfolio →
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Most similar hedge funds by 13F overlap

BUILDER INVESTMENT GROUP INC /ADV is an institutional investor managing $493M across 103 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 BUILDER INVESTMENT GROUP are O'Domhnaill Enterprises, Stokes Advisors, KEATING INVESTMENT COUNSELORS, with shared positions in $PAAS, $BWXT, $LMT, $HII, $TJX, $TXN. The full ranking of 25 similar funds is below.

#1O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$PAAS$BWXT$LMT$HII
$125M
61 positions
#2Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$TXN$LMT$MRSH$PEP$UNP
$455M
118 positions
#3KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 5 shared positions
$PAAS$LMT$SLB$UPS$PEP
$382M
60 positions
#4Canoe Financial LPActive
Some overlap · 5 shared positions
$TXN$LMT$RRC$SLB$HAL
$8.3B
120 positions
#5Focused Investors LLCActive
Some overlap · 5 shared positions
$TJX$MRSH$LMT$PEP$CI
$3.0B
23 positions
#6LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$TXN$LMT$TJX$UPS$BA
$699M
128 positions
#7MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$PAAS$BWXT$BA$HAL
$112M
100 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TXN$LMT$UPS$PEP$CCI$UNP
$233M
122 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TJX$TXN$SLB$PEP$UNP
$529M
72 positions
#10Canandaigua National Trust Co of Florida
Some overlap · 6 shared positions
$LMT$SLB$UPS$PEP$BA$TJX
$181M
143 positions
#11Old West Investment Management, LLCPassive
Some overlap · 5 shared positions
$LMT$SLB$RRC$BA$UNP
$944M
124 positions
#12Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$TXN$MRSH$BA$UPS
$160M
124 positions
#13WestEnd Advisors, LLCActive
Some overlap · 4 shared positions
$TJX$TXN$UPS$PEP
$4.5B
408 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$TJX$TXN$LMT$BNY
$360M
73 positions
#15Barbara Oil Co.Active
Some overlap · 7 shared positions
$LMT$BA$TXN$BWXT$UNP$AJG
$297M
73 positions
#16AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$TJX$TXN$MRSH
$1.6B
120 positions
#17Kensington Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$TXN$SLB$HAL$PEP$UNP
$230M
85 positions
#18Ipswich Investment Management Co., Inc.Passive
Some overlap · 4 shared positions
$TXN$TJX$MRSH$PEP
$468M
186 positions
#19Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$TXN$LMT$UPS$PEP$UNP
$155M
107 positions
#20ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$TJX$LMT$PEP$TXN$UNP
$1.8B
792 positions
#21Telemark Asset Management, LLCActive
Some overlap · 4 shared positions
$TXN$SLB$BWXT$HAL
$1.4B
57 positions
#22WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$TXN$SLB$UPS$PEP
$742M
119 positions
#23Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$BWXT$LMT$BA
$1.1B
34 positions
#24WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$TJX$LMT$PEP$BA
$1.3B
73 positions
#25BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$TJX$TXN$PEP$AFL
$346M
113 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.