What hedge funds are most similar to Hamilton Point Investment Advisors, LLC?

The funds with the most similar 13F portfolios to Hamilton Point Investment Advisors, LLC are Wallington Asset, BARTLETT & WEALTH, DB Fitzpatrick, based on overlapping conviction holdings in the latest SEC filings.

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 Hamilton Point Investment Advisors

13F Portfolio OverlapQ2 2026Hamilton Point Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Hamilton Point Investment Advisors, LLC is an institutional investor managing $710M across 193 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 Point Investment Advisors are Wallington Asset, BARTLETT & WEALTH, DB Fitzpatrick, with shared positions in $TJX, $IAU, $DE, $CMI, $AMGN, $CL. The full ranking of 25 similar funds is below.

#1Wallington Asset Management, LLCActive

Notable overlap · 6 shared positions

$TJX $IAU $DE $CMI $AMGN $CL

$814M

61 positions

#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TJX $DE $AMGN $ETN $NEE $ASML

$8.0B

1,334 positions

#3DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$DE $ETN $AMGN $HUBB $CMI $DHR

$124M

100 positions

#4Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$DE $CMI $AMGN $NEE $ADP $ETN

$239M

126 positions

#5Wilkinson Global Asset Management LLCActive

Notable overlap · 6 shared positions

$TJX $DE $DELL $AMGN $TXN $WSO

$1.3B

62 positions

#6Bigelow Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$IAU $AXP $NEE $TJX $ETN $TXN

$276M

157 positions

#7Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$TJX $NEE $ADP $CHD $DHR $AJG

$965M

177 positions

#8AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$TJX $ETN $AMGN $NEE $CL $TXN

$1.6B

118 positions

#9CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$TJX $DE $IAU $NEE $ADP $TXN

$767M

184 positions

#10Running Oak Capital LLCPassive

Notable overlap · 7 shared positions

$ETN $TJX $EME $ADP $AJG $ROP

$587M

59 positions

#11Portland Global Advisors LLCActive

Notable overlap · 7 shared positions

$AMGN $ETN $HUBB $CHD $CL $TXN

$1.1B

154 positions

#12RFG - Bristol Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$AXP $ETN $CMI $IAU $DE $TJX

$414M

188 positions

#13Karani Asset Management LLCPassive

Notable overlap · 5 shared positions

$AXP $DE $CMI $ASML $TXN

$139M

57 positions

#14Hemenway Trust Co LLCActive

Notable overlap · 7 shared positions

$TJX $AXP $ADP $NEE $DHR $WM

$1.4B

135 positions

#15Elefante Mark BActive

Notable overlap · 6 shared positions

$TJX $AXP $NEE $ADP $DHR $ASML

$232M

60 positions

#16HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$TJX $AMGN $NEE $ADP $DHR $WM

$410M

53 positions

#17Ridge Creek Global, IncPassive

Notable overlap · 5 shared positions

$IAU $CMI $ETN $NEE $ADP

$129M

94 positions

#18INVESTMENT HOUSE LLCPassive

Notable overlap · 6 shared positions

$DELL $AXP $WSM $CMI $TXN $WM

$2.2B

220 positions

#19Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$DELL $AMGN $CMI $NEE $TXN

$1.5B

138 positions

#20Kensington Investment Counsel, LLCPassive

Notable overlap · 6 shared positions

$DELL $AMGN $WSM $TXN $WSO $CHD

$230M

85 positions

#21BLUEDOOR PRIVATE WEALTH, LLCPassive

Notable overlap · 8 shared positions

$IAU $TJX $DE $CL $DHR $WM

$238M

164 positions

#22Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$AXP $TJX $ADP $NEE $DHR $ASML

$116M

240 positions

#23Palisade Asset Management, LLCPassive

Notable overlap · 6 shared positions

$DE $AMGN $TJX $ADP $CL $TXN

$1.1B

204 positions

#24WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$TJX $NEE $ADP $CHD $DHR $WSO

$947M

155 positions

#25Trinity Legacy Partners, LLCPassive

Notable overlap · 6 shared positions

$AMGN $AXP $TJX $DE $MAIN $WM

$500M

110 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.