Hedge Funds Similar to Hamilton

13F Portfolio OverlapQ2 2026Hamilton portfolio →

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Most similar hedge funds by 13F overlap

Hamilton Capital, LLC is an institutional investor managing $2.0B across 159 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 Hamilton are Analysts, Brown Financial Advisors, FIRST AMERICAN , FSB, with shared positions in $ABT, $MS, $COP, $MCD, $IAU, $F. The full ranking of 25 similar funds is below.

#1Capital Analysts, LLCPassive

Slight overlap · 4 shared positions

$ABT $MS $COP $MCD

$4.3B

1,536 positions

#2Brown Financial AdvisorsPassive

Slight overlap · 4 shared positions

$ABT $MS $COP $MCD

$286M

212 positions

#3FIRST AMERICAN TRUST, FSBPassive

Slight overlap · 4 shared positions

$ABT $COP $MCD $IAU

$1.7B

307 positions

#4Ackerman Capital Advisors, LLCActive

Slight overlap · 4 shared positions

$ABT $COP $MCD $IAU

$497M

120 positions

#5Baugh & Associates, LLCActive

Slight overlap · 3 shared positions

$226M

42 positions

#6EDGAR LOMAX CO/VAActive

Slight overlap · 3 shared positions

$1.3B

58 positions

#7GERMAN AMERICAN BANCORP, INC.Active

Slight overlap · 3 shared positions

$1.3B

156 positions

#8Directional Asset ManagementPassive

Slight overlap · 3 shared positions

$118M

94 positions

#9GGM Financials LLCActive

Slight overlap · 3 shared positions

$264M

265 positions

#10Somerset Trust CoPassive

Slight overlap · 3 shared positions

$354M

186 positions

#11Stokes Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$467M

118 positions

#12CULBERTSON A N & CO INCActive

Slight overlap · 3 shared positions

$859M

140 positions

#13CONNING INC.Passive

Slight overlap · 3 shared positions

$3.3B

327 positions

#14FAYEZ SAROFIM & COActive

Slight overlap · 3 shared positions

$42.5B

300 positions

#15MOODY LYNN & LIEBERSON, LLCPassive

Slight overlap · 3 shared positions

$1.9B

264 positions

#16Prepared Retirement Institute LLCActive

Slight overlap · 3 shared positions

$235M

94 positions

#17Vertrix Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$297M

103 positions

#18Cyndeo Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$2.1B

517 positions

#19Capital Asset Advisory Services LLCActive

Slight overlap · 3 shared positions

$2.8B

375 positions

#20VCI Wealth Management LLCPassive

Slight overlap · 3 shared positions

$399M

99 positions

#21Palisades Hudson Asset Management, L.P.Active

Slight overlap · 3 shared positions

$286M

108 positions

#22Kentucky Farm Bureau Mutual Insurance CoActive

Slight overlap · 3 shared positions

$360M

69 positions

#23Spectrum Investment Advisors, Inc.Active

Slight overlap · 3 shared positions

$245M

76 positions

#24IAMS WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$332M

190 positions

#25POTOMAC FUND MANAGEMENT INC /ADVSmart money

Slight overlap · 3 shared positions

$4.0B

109 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.