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Hedge Funds Similar to HOLDERNESS INVESTMENTS

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

HOLDERNESS INVESTMENTS CO is an institutional investor managing $600M across 261 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 HOLDERNESS INVESTMENTS are PeakShares, UNITED BANK, River Street Advisors, with shared positions in $GLW, $DELL, $KLAC, $DUK, $MCD, $IRM. The full ranking of 25 similar funds is below.

#1PeakShares LLCActive
Some overlap · 5 shared positions
$GLW$DELL$KLAC$DUK$MCD
$134.4B
122 positions
#2UNITED BANKActive
Some overlap · 4 shared positions
$GLW$KLAC$IRM$MCD
$853M
130 positions
#3River Street Advisors LLCPassive
Some overlap · 4 shared positions
$GLW$KLAC$ETN$MCD
$340M
177 positions
#4Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$KLAC
$375M
75 positions
#5Fedenia Advisers LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$KLAC
$421M
459 positions
#6HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$KLAC
$217M
352 positions
#7WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$GLW$DELL$KLAC
$3.2B
296 positions
#8Trust Investment AdvisorsPassive
Some overlap · 4 shared positions
$DELL$KLAC$IRM$ETN
$209M
97 positions
#9Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$GLW$DUK$IRM$MCD
$186M
123 positions
#10Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$GLW$DUK$ETN$MCD
$214M
33 positions
#11Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$GLW$DUK$ETN$MCD
$1.6B
215 positions
#12GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$GLW$DUK$KLAC$ETN
$3.0B
213 positions
#13GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$GLW$DUK$ETN$TFC
$1.2B
383 positions
#14Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$GLW$DELL$IRM
$262M
58 positions
#15ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$GLW$DELL$ETN
$753M
223 positions
#16MOTCOPassive
Some overlap · 3 shared positions
$GLW$DELL$ETN
$1.2B
840 positions
#17Front Row Advisors LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$ETN
$345M
576 positions
#18Vectors Research Management, LLCPassive
Some overlap · 4 shared positions
$DELL$GLW$DUK$IRM
$383M
148 positions
#19CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$GLW$DUK$ETN$MCD
$541M
111 positions
#20Retireful, LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$KLAC
$107M
81 positions
#21HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$GLW$DELL$ETN
$1.1B
115 positions
#22ROMANO BROTHERS AND COMPANYPassive
Some overlap · 4 shared positions
$DELL$GLW$DUK$ETN
$994M
331 positions
#23Hartford Funds Management Co LLCSmart money
Some overlap · 4 shared positions
$KLAC$GLW$DUK$ETN
$1.3B
98 positions
#24BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DELL$KLAC$ETN$MCD
$1.7B
401 positions
#25Lineweaver Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$GLW$DUK$MCD
$845M
182 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.