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Hedge Funds Similar to LEIGH BALDWIN

13F Portfolio OverlapQ2 2026LEIGH BALDWIN portfolio →
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Most similar hedge funds by 13F overlap

LEIGH BALDWIN & CO., LLC is an institutional investor managing $186M across 182 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 LEIGH BALDWIN are Aull & Monroe Investment, WEDGEWOOD INVESTORS, GLOBALT Investments / GA, with shared positions in $GLW, $WM, $DE, $LMT, $STX, $ETN. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$GLW$WM$DE$LMT$STX$ETN
$239M
126 positions
#2WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$GLW$WM$DE$STX$ETN
$97M
110 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$GLW$WM$ETN$STX$SLV$GILD
$3.0B
213 positions
#4STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$GLW$WM$LMT$ETN
$670M
265 positions
#5UNITED BANKActive
Some overlap · 4 shared positions
$GLW$WM$LMT$GILD
$853M
130 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$GLW$LMT$DE$ETN
$214M
33 positions
#7Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$GLW$WM$LMT$DE
$319M
130 positions
#8IFS Group,LLCPassive
Some overlap · 4 shared positions
$GLW$DE$CVS$SLV
$73M
87 positions
#9Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$GLW$WM$LMT
$327M
94 positions
#10Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$WM$LMT$DE$ETN$SLV
$149M
98 positions
#11Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$DE$STX$GILD
$955M
337 positions
#12PAYDEN & RYGELPassive
Some overlap · 4 shared positions
$GLW$CVS$ETN$GILD
$1.3B
131 positions
#13WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$LMT$CVS$STX$DE$ETN$WM
$1.3B
73 positions
#14JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$GLW$WM$LMT
$990M
224 positions
#15Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LMT$DE$WM$ETN$GILD
$142M
106 positions
#16Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$GLW$LMT$DE
$1.1B
34 positions
#17WEATHERLY ASSET MANAGEMENT L. P.Active
Some overlap · 4 shared positions
$GLW$WM$DE$LMT
$1.4B
188 positions
#18AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$GLW$WM$ARM
$1.7B
99 positions
#19CHEMUNG CANAL TRUST COActive
Some overlap · 3 shared positions
$GLW$WM$ETN
$541M
111 positions
#20Karras Company, Inc.Active
Some overlap · 3 shared positions
$GLW$LMT$DE
$110M
61 positions
#21Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$GLW$LMT$WM
$262M
58 positions
#22Evergreen Quality Fund GP, Ltd.Active
Some overlap · 4 shared positions
$GLW$STX$ARM$ZM
$6.2B
43 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$WM$LMT$DE$ETN
$124M
100 positions
#24Landmark Wealth Management, LLCActive
Some overlap · 3 shared positions
$GLW$LMT$GILD
$418M
151 positions
#25VALLEY FORGE INVESTMENT CONSULTANTS INC ADVSmart money
Some overlap · 3 shared positions
$GLW$LMT$SLV
$388M
86 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.