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 HALL

13F Portfolio OverlapQ2 2026HALL portfolio →

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Most similar hedge funds by 13F overlap

HALL CAPITAL MANAGEMENT CO INC is an institutional investor managing $321M across 107 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 HALL are Michael Brady, Vertrix Wealth, Signet Investment Advisory Group, with shared positions in $WM, $UNP, $PEP, $TJX, $AXP, $ABT. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive

Notable overlap · 11 shared positions

$WM $UNP $PEP $TJX $AXP $ABT

$113M

58 positions

#2Vertrix Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$WM $DUK $LMT $MCD $TJX $AXP

$297M

103 positions

#3Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$WM $DLR $PEP $MCD $NEE $AXP

$227M

73 positions

#4Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$WM $UNP $PEP $MCD $LMT $ABT

$455M

57 positions

#5Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$MCD $PEP $LMT $NEE $UNP $TJX

$467M

118 positions

#6Walsky Investment Management, Inc.Passive

Notable overlap · 10 shared positions

$UNP $MCD $STT $ABT $PEP $EMR

$108M

52 positions

#7Greystone Financial Group, LLCPassive

Notable overlap · 9 shared positions

$WM $DUK $MCD $LMT $TJX $EMR

$358M

74 positions

#8Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$WM $PEP $ADP $MCD $LMT $DUK

$199M

38 positions

#9HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$WM $UNP $ADP $DUK $NEE $TJX

$410M

53 positions

#10First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$WM $UNP $MCD $LMT $NEE $HON

$529M

75 positions

#11Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$UNP $ADP $PEP $TJX $AXP $ABT

$116M

240 positions

#12Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$WM $DUK $LMT $NEE $PEP $EMR

$1.3B

54 positions

#13HAMEL ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$UNP $MCD $LMT $DUK $ABT $ADP

$363M

92 positions

#14BCWM, LLCPassive

Notable overlap · 6 shared positions

$UNP $PEP $DLR $DUK $LMT $BMY

$342M

57 positions

#15LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$UNP $PEP $MCD $ADP $AXP $ABT

$273M

104 positions

#16First PREMIER BankPassive

Notable overlap · 7 shared positions

$UNP $DUK $MCD $PEP $EMR $WM

$619M

358 positions

#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 8 shared positions

$WM $LMT $MCD $ABT $EMR $PEP

$2.5B

270 positions

#18LYNCH & ASSOCIATES/INPassive

Notable overlap · 9 shared positions

$MCD $LMT $NEE $TJX $EMR $ABT

$573M

129 positions

#19Bull Street Advisors, LLCPassive

Notable overlap · 9 shared positions

$PEP $TJX $AXP $ADP $EMR $DUK

$219M

95 positions

#20Constitution Capital LLCActive

Notable overlap · 6 shared positions

$UNP $PEP $DUK $NEE $AXP $WM

$195M

62 positions

#21Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$PEP $ADP $MCD $NEE $ABT $EMR

$474M

110 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$PEP $UNP $DUK $MCD $LMT

$233M

122 positions

#23ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$MCD $ADP $PEP $AXP $TJX $HON

$1.9B

88 positions

#24FARMERS TRUST CO

Notable overlap · 7 shared positions

$MCD $STT $PEP $NEE $LMT $UNP

$637M

203 positions

#25Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$DUK $NEE $ADP $WM $UNP $PEP

$239M

126 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.