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 HAMEL ASSOCIATES

13F Portfolio OverlapQ2 2026HAMEL ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

HAMEL ASSOCIATES, INC. is an institutional investor managing $363M across 92 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 HAMEL ASSOCIATES are Walsky Investment, SMITH CHAS P & ASSOCIATES PA CPAS, VIRGINIA WEALTH GROUP, with shared positions in $BNY, $UNP, $MCD, $PNC, $NVS, $AMGN. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Notable overlap · 11 shared positions

$BNY $UNP $MCD $PNC $NVS $AMGN

$108M

52 positions

#2SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 8 shared positions

$CB $AMGN $ITW $MCD $UNP $LMT

$1.8B

176 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 9 shared positions

$CB $AMGN $MCD $HSY $DUK $PEP

$201M

57 positions

#4Estabrook Capital ManagementPassive

Notable overlap · 10 shared positions

$UNP $CB $PNC $COP $HON $HONA

$739M

344 positions

#5Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$BNY $AMGN $MCD $LMT $DUK $HON

$358M

74 positions

#6Vertrix Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$AMGN $BNY $LMT $MCD $DUK $ABT

$297M

103 positions

#7Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$ITW $AMGN $MCD $LMT $HSY $DUK

$214M

33 positions

#8Borer Denton & Associates, Inc.Passive

Notable overlap · 9 shared positions

$ITW $UNP $BNY $MCD $HON $HONA

$305M

74 positions

#9CONNING INC.Passive

Notable overlap · 10 shared positions

$PNC $ITW $AMGN $UNP $BNY $MCD

$3.3B

327 positions

#10First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$NVS $UNP $MCD $AMGN $LMT $HON

$529M

75 positions

#11HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 9 shared positions

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

$321M

107 positions

#12Willis Investment CounselActive

Notable overlap · 9 shared positions

$CB $LMT $HSY $COP $MCD $ABT

$2.1B

125 positions

#13R.H. Investment Group, LLCActive

Notable overlap · 7 shared positions

$COP $AMGN $UNP $MCD $ADP $VZ

$133M

47 positions

#14LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$UNP $MCD $AMGN $CB $ITW $ABT

$273M

104 positions

#15Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$BNY $PNC $LMT $DUK $ABT $ADP

$159M

62 positions

#16BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 8 shared positions

$CB $PNC $LMT $MCD $HSY $HON

$2.5B

270 positions

#17MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$AMGN $BNY $PNC $LMT $ADP $PEP

$1.2B

106 positions

#18PINKERTON WEALTH, LLCActive

Notable overlap · 8 shared positions

$COP $AMGN $MCD $DUK $ABT $ADP

$1.2B

103 positions

#19Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

$AMGN $ITW $LMT $HON $HONA $ADP

$181M

50 positions

#20SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 8 shared positions

$COP $AMGN $DUK $MCD $ABT $ADP

$1.3B

97 positions

#21Davis Capital ManagementPassive

Notable overlap · 5 shared positions

$BNY $AMGN $UNP $ITW $LMT

$169M

1,270 positions

#22SCHARF INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$CB $UNP $NVS $LMT $HSY $MCD

$3.0B

79 positions

#23Boit C F DavidPassive

Notable overlap · 9 shared positions

$CB $MCD $LMT $ABT $ADP $NVS

$238M

85 positions

#24BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$AMGN $CB $LMT $DUK $MCD $HSY

$515M

142 positions

#25Crescent Sterling, Ltd.Passive

Notable overlap · 9 shared positions

$AMGN $HONA $CB $HON $DUK $ABT

$112M

85 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.