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Hedge Funds Similar to Burnham

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

Burnham & Co LLC is an institutional investor managing $124M across 197 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 Burnham are Trask Adam Roland, LaFleur & Godfrey, EQUITY INVESTMENT, with shared positions in $LEU, $HNI, $UPS, $SYK, $CEG, $SMR. The full ranking of 25 similar funds is below.

#1Trask Adam Roland
Substantial overlap · 19 shared positions
$LEU$HNI$UPS$SYK$CEG$SMR
$106M
190 positions
#2LaFleur & Godfrey LLCPassive
Notable overlap · 6 shared positions
$SYK$CEG$ECL$ABT$TMO$PLTR
$842M
149 positions
#3EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$UPS$ICLR$WFC$TGT
$5.2B
76 positions
#4Zuckerman Investment Group, LLCActive
Some overlap · 5 shared positions
$ICLR$ABT$TMO$LULU$PLTR
$1.2B
139 positions
#5Mountain Hill Investment Partners Corp.Active
Some overlap · 4 shared positions
$UPS$CEG$VST$ECL
$177M
195 positions
#6DAVIS-REA LTD.Active
Some overlap · 5 shared positions
$SYK$XYL$ABT$WFC$TMO
$351M
45 positions
#7Foresight Group Ltd Liability PartnershipPassive
Some overlap · 4 shared positions
$ICLR$XYL$ECL$TMO
$556M
62 positions
#8DKRT Investments Corp.Active
Some overlap · 5 shared positions
$SYK$UPS$WFC$TMO$TGT
$409M
50 positions
#9Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$ICLR$WFC$TMO
$465M
29 positions
#10Clark & Stuart, IncPassive
Some overlap · 4 shared positions
$UPS$SYK$ABT$ECL
$159M
57 positions
#11BONNESS ENTERPRISES INCSmart money
Some overlap · 4 shared positions
$SYK$ABT$UPS$TMO
$310M
37 positions
#12SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$UPS$VST$WFC$TMO
$3.2B
40 positions
#13Arvin Capital Management LPPassive
Some overlap · 3 shared positions
$ICLR$VST$TMO
$766M
51 positions
#14WORMSER FRERES GESTIONActive
Some overlap · 5 shared positions
$SYK$ECL$TMO$XYL$ABT
$177M
66 positions
#15SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$SYK$ECL$ABT$WFC$PLTR
$1.5B
160 positions
#16Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$LEU$OKLO$PLTR
$161M
189 positions
#17WENDELL DAVID ASSOCIATES INCActive
Some overlap · 3 shared positions
$SYK$ECL$ABT
$947M
155 positions
#18Bath Savings Trust CoActive
Some overlap · 3 shared positions
$SYK$ECL$ABT
$965M
177 positions
#19PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$ECL$ABT
$209M
54 positions
#20DILLON & ASSOCIATES INCActive
Some overlap · 3 shared positions
$SYK$ECL$ABT
$817M
80 positions
#21REAVES W H & CO INCActive
Some overlap · 4 shared positions
$CEG$VST$MP$LEU
$6.6B
94 positions
#22Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$SYK$ABT$WFC
$170M
121 positions
#23VILLERE ST DENIS J & CO LLCPassive
Some overlap · 3 shared positions
$SYK$UPS$ABT
$838M
85 positions
#24FIRETRAIL INVESTMENTS PTY LTDActive
Some overlap · 3 shared positions
$ICLR$ECL$WFC
$355M
32 positions
#25Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 4 shared positions
$SYK$CEG$TMO$TGT
$321M
153 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.