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Hedge Funds Similar to Lipe & Dalton

13F Portfolio OverlapQ2 2026Lipe & Dalton portfolio →
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Most similar hedge funds by 13F overlap

Lipe & Dalton is an institutional investor managing $215M across 94 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 Lipe & Dalton are DB Fitzpatrick, ABSHER WEALTH, Alley Investment Company, with shared positions in $BA, $DE, $TMO, $DHR, $ETN, $AMGN. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Notable overlap · 7 shared positions
$BA$DE$TMO$DHR$ETN$AMGN
$124M
100 positions
#2ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$SNA$BA$DE$EMR$AMGN$HSY
$878M
73 positions
#3Alley Investment Management Company, LLCActive
Notable overlap · 7 shared positions
$MS$ETN$HSY$SNA$AMGN$DHR
$856M
89 positions
#4Cardinal Capital Management, Inc.Active
Notable overlap · 4 shared positions
$CM$BN$TRP$TEL
$4.1B
70 positions
#5Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 6 shared positions
$DE$MAS$ETN$HSY$AMGN$LMT
$214M
33 positions
#6Lorne Steinberg Wealth Management Inc.Passive
Notable overlap · 5 shared positions
$CM$MS$BN$TRP$CVS
$487M
72 positions
#7MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 4 shared positions
$CM$BN$TRP$BAM
$3.7B
43 positions
#8BCV Asset Management Inc.Active
Notable overlap · 5 shared positions
$BN$DE$DHR$CM$TMO
$3.3B
116 positions
#9Richwood Investment Advisors, LLCActive
Notable overlap · 7 shared positions
$DE$SNA$BA$AMGN$MS$ETN
$142M
106 positions
#10LINCLUDEN MANAGEMENT LTDActive
Notable overlap · 5 shared positions
$CM$BN$TRP$TMO$MS
$1.0B
68 positions
#11Guardian Partners Inc.Passive
Notable overlap · 5 shared positions
$CM$BN$EMR$TRP$BAM
$1.1B
391 positions
#12SCHARF INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$BN$HSY$TMO$LMT$CVS
$3.0B
79 positions
#13Aviso Financial Inc.Passive
Notable overlap · 4 shared positions
$BN$CM$TMO$TRP
$2.9B
273 positions
#14Myriad Asset Management US LPActive
Notable overlap · 6 shared positions
$MS$TMO$ETN$DE$DHR$MLM
$72M
52 positions
#15Myriad Asset Management Advisors LLCActive
Notable overlap · 6 shared positions
$MS$TMO$ETN$DE$DHR$MLM
$424M
49 positions
#16Canoe Financial LPActive
Notable overlap · 6 shared positions
$TMO$DE$DHR$EMR$CVS$LMT
$8.1B
110 positions
#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Notable overlap · 5 shared positions
$TEL$DE$EMR$HSY$LMT
$2.5B
270 positions
#18Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$BN$BWA$TMO$CVS
$902M
91 positions
#19Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$EMR$TMO$MS$AMGN$LMT
$358M
74 positions
#20Strategic Wealth Investment Group, LLCPassive
Notable overlap · 5 shared positions
$TMO$BA$EMR$DHR$ETN
$825M
104 positions
#21TriCert Investment Counsel Inc.Active
Notable overlap · 5 shared positions
$DE$MS$ETN$AMGN$MLM
$1.1B
88 positions
#22Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$BA$TEL$DE$LMT
$1.1B
34 positions
#23Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$DE$TMO$BN$ETN$EMR
$660M
385 positions
#24Harvest Investment Advisors, LLCActive
Some overlap · 6 shared positions
$MS$MAS$HSY$AMGN$LYB$LMT
$202M
58 positions
#25BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$DE$EMR$HSY$BA$LMT
$263M
90 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.