What hedge funds are most similar to MB, LEVIS & ASSOCIATES, LLC?

The funds with the most similar 13F portfolios to MB, LEVIS & ASSOCIATES, LLC are Loudon Investment, BERKSHIRE ASSET, Somerset, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MB, LEVIS & ASSOCIATES

13F Portfolio OverlapQ2 2026MB, LEVIS & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

MB, LEVIS & ASSOCIATES, LLC is an institutional investor managing $271M across 254 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 MB, LEVIS & ASSOCIATES are Loudon Investment, BERKSHIRE ASSET, Somerset, with shared positions in $LOW, $QCOM, $EMR, $ADP, $ABT, $AMGN. The full ranking of 25 similar funds is below.

#1Loudon Investment Management, LLCPassive

Notable overlap · 8 shared positions

$LOW $QCOM $EMR $ADP $ABT $AMGN

$204M

95 positions

#2BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 8 shared positions

$QCOM $EMR $NSC $LOW $ABT $PEP

$2.5B

270 positions

#3Somerset Trust CoPassive

Notable overlap · 8 shared positions

$LOW $NSC $ADP $ABT $EMR $AMGN

$354M

186 positions

#4Walsky Investment Management, Inc.Passive

Notable overlap · 10 shared positions

$ABT $EMR $LOW $QCOM $AMGN $PEP

$108M

52 positions

#5First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$ADP $QCOM $LOW $ABT $AMGN $PEP

$1.4B

73 positions

#6KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LOW $ADP $ABT $QCOM $NSC $PEP

$1.5B

228 positions

#7Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$LOW $EMR $ADP $ABT $PEP $NEE

$474M

110 positions

#8PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$LOW $EMR $ADP $ABT $PEP $NEE

$209M

54 positions

#9MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 9 shared positions

$QCOM $LOW $ADP $AMGN $PEP $NEE

$1.2B

106 positions

#10Tufton Capital ManagementPassive

Notable overlap · 7 shared positions

$QCOM $ADP $EMR $NSC $ABT $GLW

$596M

127 positions

#11Empire Financial Management Company, LLCPassive

Notable overlap · 6 shared positions

$TRV $NSC $QCOM $EMR $AMGN $NVS

$253M

139 positions

#12Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 8 shared positions

$ABT $TRV $AMGN $LOW $QCOM $EMR

$170M

121 positions

#13GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 5 shared positions

$LOW $QCOM $TRV $AMGN $EMR

$906M

153 positions

#14DILLON & ASSOCIATES INCActive

Notable overlap · 6 shared positions

$LOW $ADP $NSC $ABT $NEE $PEP

$817M

80 positions

#15VAN STRUM & TOWNE INC.Passive

Notable overlap · 6 shared positions

$EMR $ADP $QCOM $AMGN $PEP $LOW

$367M

111 positions

#16Boit C F DavidPassive

Some overlap · 8 shared positions

$ADP $QCOM $ABT $PEP $NVS $AMGN

$238M

85 positions

#17Advanced Asset Management Advisors IncActive

Some overlap · 5 shared positions

$QCOM $EMR $NSC $AMGN $PEP

$380M

85 positions

#18Ark Wealth Advisors LLCPassive

Some overlap · 7 shared positions

$QCOM $NSC $EMR $LOW $PEP $NEE

$113M

87 positions

#19Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$LOW $QCOM $ABT $PEP $NEE

$226M

42 positions

#20ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$EMR $ADP $ABT $AMGN $PEP $LOW

$878M

73 positions

#21JGP Wealth Management, LLCActive

Some overlap · 7 shared positions

$ADP $LOW $AMGN $NEE $ABT $PNC

$1.1B

231 positions

#22Agate Pass Investment Management, LLCPassive

Some overlap · 7 shared positions

$LOW $ABT $TRV $ADP $PEP $NVS

$271M

109 positions

#23Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$ADP $TRV $ABT $PEP $NVS $NEE

$116M

240 positions

#24Partnership Wealth Management, LLCActive

Some overlap · 8 shared positions

$NSC $ABT $EMR $PEP $NEE $FDX

$148M

67 positions

#25Telos Capital Management, Inc.Passive

Some overlap · 6 shared positions

$QCOM $TRV $AMGN $PEP $NEE $PNC

$1.1B

201 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.