13F Pro

Hedge Funds Similar to Holland Advisory Services

13F Portfolio OverlapQ2 2026Holland Advisory Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Holland Advisory Services, Inc. is an institutional investor managing $91M across 49 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 Holland Advisory Services are Kennon-Green & Company, RBO, SIMA Wealth Partners, with shared positions in $PM, $MO, $MDLZ, $MCD, $DIS, $MMM. The full ranking of 25 similar funds is below.

#1Kennon-Green & Company, LLCActive
Notable overlap · 5 shared positions
$PM$MO$MDLZ$MCD$DIS
$128M
41 positions
#2RBO & CO LLCActive
Notable overlap · 5 shared positions
$PM$MCD$MDLZ$DIS$MO
$628M
56 positions
#3SIMA Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$PM$MCD$MO$MMM
$141M
130 positions
#4R.H. Investment Group, LLCActive
Notable overlap · 4 shared positions
$PM$MCD$AMGN$TRV
$133M
47 positions
#5Graver Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$PM$MO$MCD
$140M
26 positions
#6Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 3 shared positions
$PM$MO$MDLZ
$187M
45 positions
#7GQG Partners LLCActive
Notable overlap · 4 shared positions
$PM$MO$TRV$DELL
$53.8B
102 positions
#8Ridgepath Capital Management LLCActive
Notable overlap · 3 shared positions
$PM$MO$MDLZ
$227M
54 positions
#9HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 3 shared positions
$PM$MCD$MO
$252M
43 positions
#10Cedar Wealth Management, LLCActive
Notable overlap · 3 shared positions
$PM$MO$MDLZ
$389M
92 positions
#11Aurdan Capital Management, LLCActive
Notable overlap · 4 shared positions
$PM$AMGN$MO$DIS
$394M
99 positions
#12BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 5 shared positions
$MO$PM$AMGN$TRV$MCD
$515M
142 positions
#13Savoir Faire Capital Management, L.P.Active
Notable overlap · 3 shared positions
$PM$MCD$MDLZ
$161M
43 positions
#14Investmark Advisory Group LLCPassive
Notable overlap · 3 shared positions
$PM$MO$MDLZ
$263M
148 positions
#15MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 7 shared positions
$PM$MO$DELL$MDLZ$MCD$MMM
$130M
80 positions
#16Kinsale Capital Group, Inc.Active
Notable overlap · 4 shared positions
$PM$AMGN$MCD$DIS
$754M
41 positions
#17CINCINNATI FINANCIAL CORPActive
Notable overlap · 5 shared positions
$PM$MCD$MDLZ$PNW$MMM
$5.2B
56 positions
#18Verity & Verity, LLCActive
Notable overlap · 3 shared positions
$DELL$AMGN$MO
$1.5B
138 positions
#19Slagle Financial, LLCPassive
Notable overlap · 5 shared positions
$DELL$PM$MO$MCD$AMGN
$334M
127 positions
#20First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$PM$MDLZ$MCD$AMGN$DIS
$529M
75 positions
#21Coston, McIsaac & PartnersPassive
Notable overlap · 3 shared positions
$PM$MO$MCD
$497M
948 positions
#22Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$PM$MDLZ$HUBB
$1.1B
106 positions
#23Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$MCD$PM$AMGN
$513M
70 positions
#24Paradigm Capital Management, LLC/NVActive
Notable overlap · 4 shared positions
$MO$AMGN$PM$MCD
$116M
65 positions
#25Carolina Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$MO$PM$AMGN
$255M
278 positions

Compare Holland Advisory Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Holland Advisory Services’s holdings

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.