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Hedge Funds Similar to Mathes Company

13F Portfolio OverlapQ2 2026Mathes Company portfolio →
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Most similar hedge funds by 13F overlap

Mathes Company, Inc. is an institutional investor managing $322M across 129 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 Mathes Company are Michael Brady, Longbow Finance SA, TOWNSEND ASSET /NC, with shared positions in $PH, $AXP, $EMR, $DHR, $PEP, $WAB. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive
Notable overlap · 5 shared positions
$PH$AXP$EMR$DHR$PEP
$113M
58 positions
#2Longbow Finance SAPassive
Notable overlap · 5 shared positions
$WAB$AXP$PH$STT$VLO
$782M
59 positions
#3TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive
Some overlap · 4 shared positions
$PH$WAB$DHR$AMGN
$312M
195 positions
#4Fruth Investment ManagementPassive
Some overlap · 6 shared positions
$DE$PH$EMR$VLO$PEP$AXP
$421M
225 positions
#5DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$DE$STT$PEP$EMR$PFE
$530M
92 positions
#6OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$VLO$EVRG$EMR$PEP$MKC$PFE
$2.7B
54 positions
#7RE ADVISERS CORPActive
Some overlap · 3 shared positions
$PH$DE$GEHC
$4.0B
124 positions
#8Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$PH$DE$PFE
$1.1B
34 positions
#9Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$PH$DE$AMGN
$1.3B
62 positions
#10Barden Capital Management, Inc.Passive
Some overlap · 3 shared positions
$PH$VLO$STT
$108M
53 positions
#11Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$DE$AXP$PEP$PFE
$473M
58 positions
#12Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DE$STT$PEP$EMR$PFE
$797M
110 positions
#13WoodTrust Financial CorpActive
Some overlap · 6 shared positions
$AXP$DE$PEP$NOW$PFE$AMGN
$842M
179 positions
#14Trinity Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$AXP$VLO$DE$NOW$AMGN
$500M
110 positions
#15BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$AXP$PH$DE
$4.1B
151 positions
#16WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$WAB$PH$DE
$97M
110 positions
#17BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$DE$AXP$EMR$PFE
$263M
90 positions
#18Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$DE$AXP$PEP$PFE$AMGN
$181M
81 positions
#19Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DE$AXP$DHR$AMGN
$710M
193 positions
#20Insight Inv LLCPassive
Some overlap · 5 shared positions
$AXP$EMR$EOG$PEP$AMGN
$212M
109 positions
#21BANYAN CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$PH$AXP$DHR$EMR
$230M
55 positions
#22Westhampton Capital, LLCPassive
Some overlap · 4 shared positions
$PH$DE$EMR$PEP
$241M
131 positions
#23Miller Capital Partners, Inc.Active
Some overlap · 3 shared positions
$DE$PH$AXP
$257M
258 positions
#24HENDLEY & CO INCActive
Some overlap · 4 shared positions
$PH$EOG$PEP$AXP
$283M
47 positions
#25Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$VLO$AXP$EMR$PEP
$113M
87 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.