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Hedge Funds Similar to JOHN G ULLMAN & ASSOCIATES

13F Portfolio OverlapQ2 2026JOHN G ULLMAN & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

JOHN G ULLMAN & ASSOCIATES INC is an institutional investor managing $824M across 181 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 JOHN G ULLMAN & ASSOCIATES are Grand Alliance Asset Ltd, Wealth Advisors of Tampa Bay, Minneapolis Portfolio Group, with shared positions in $GLW, $BE, $WDC, $BMY, $NEE, $TEL. The full ranking of 25 similar funds is below.

#1Grand Alliance Asset Management LtdActive
Notable overlap · 3 shared positions
$GLW$BE$WDC
$167M
15 positions
#2Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 3 shared positions
$GLW$BMY$NEE
$327M
94 positions
#3Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 3 shared positions
$GLW$TEL$GNRC
$1.1B
34 positions
#4CHEMUNG CANAL TRUST COActive
Notable overlap · 3 shared positions
$GLW$EMR$BMY
$541M
111 positions
#5CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GLW$DIS$BMY
$2.0B
76 positions
#6Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$GLW$NEE$GNRC$DIS
$902M
91 positions
#7Anther Capital LtdSmart money
Notable overlap · 3 shared positions
$GLW$WDC$BE
$3.9B
21 positions
#8Founders Capital ManagementActive
Notable overlap · 3 shared positions
$GLW$SLB$WDC
$231M
420 positions
#9Whale Rock Capital Management LLCActive
Notable overlap · 4 shared positions
$GLW$BE$WDC$TWLO
$12.5B
35 positions
#10OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 5 shared positions
$EMR$ES$OGE$POR$BMY
$2.7B
54 positions
#11Katamaran Capital LLPPassive
Some overlap · 3 shared positions
$GLW$GNRC$BE
$126M
36 positions
#12BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 4 shared positions
$GLW$BE$WDC$MELI
$462M
122 positions
#13RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GLW$SLB$NEE
$1.1B
90 positions
#14GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$GLW$D$SLB
$1.2B
383 positions
#15LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$GLW$D$TEL
$17.5B
169 positions
#16CORRADO ADVISORS, LLCPassive
Some overlap · 3 shared positions
$GLW$DIS$NEE
$217M
120 positions
#17Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$ECG$MDU
$399M
113 positions
#18BONNESS ENTERPRISES INCSmart money
Some overlap · 3 shared positions
$GLW$EMR$BMY
$310M
37 positions
#19STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$GLW$EMR$DIS$MELI
$670M
265 positions
#20Piscataqua Savings BankPassive
Some overlap · 3 shared positions
$GLW$TEL$DIS
$148M
412 positions
#21HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GLW$BE$GNRC
$183M
65 positions
#22FMA Wealth Management, LLCActive
Some overlap · 3 shared positions
$EMR$NEE$DIS
$156M
42 positions
#23TI-TRUST, INCPassive
Some overlap · 6 shared positions
$EMR$NEE$OGE$BMY$WDC$VMC
$186M
132 positions
#24MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 3 shared positions
$GLW$SLB$EQT
$167M
84 positions
#25Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 4 shared positions
$EMR$D$BMY$NEE
$181M
75 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.